WealthPoint Financial, LLC
Q4 2025 13F Holdings
- Locationcramerton, NC
- Num holdings
117
- Value ($000)
$114,939
- Date Filed02/19/2026
- Form type13F-HR
- CIK0002040860
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $5.46M | 5 % | 68,027 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $4.88M | 4 % | 80,308 | ||
ISHARES TR | SP 500 VAL ETF | 464287408 | $4.81M | 4 % | 22,661 | ||
ISHARES TR | SP 500 GRWT ETF | 464287309 | $4.15M | 4 % | 33,654 | ||
INVESCO EXCHANGE TRADED FD T | SP 500 TOP 50 | 46137V233 | $4.1M | 4 % | 69,239 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $3.23M | 3 % | 45,296 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.74M | 2 % | 4,023 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $2.72M | 2 % | 116,565 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | $2.7M | 2 % | 61,227 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $2.57M | 2 % | 38,267 |
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