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Wealthpoint Financial, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    cramerton, NC
  • CIK
    0002040860
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

117

$114.94M
KRE, DYNF, IVE, IVW
13F-HR
Feb 19, 2026
000204086026000001