WealthPoint Financial, LLC

Q1 2026 13F-HR/A Holdings

Location
Cramerton, NC
Holdings as of
3/31/2026
Date filed
6/26/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
121
Total value ($000)
$119,480
Net value change ($000)
+4,541 (4.0%)
New positions
12
Sold out positions
8
Turnover %
15.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/19/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 2,827 NEW
ACWX 2,653 NEW
BLCR 1,430 NEW
GOVT 1,382 NEW
SPYM 1,354 24.8%
SHLD 590 70.1%
SPAB 393 NEW
FISR 391 71.7%
XOM 356 35.0%
CERY 326 103.8%
Top Reduces (Value $000, Stocks/ETFs)
XLG -4,104 -100.0%
IEMG -2,572 -100.0%
EFV -1,463 -45.2%
GLDM -891 -64.7%
LPLA -655 -25.5%
DYNF -522 -10.7%
EMB -313 -100.0%
AJG -297 -100.0%
MSFT -257 -15.0%
PEP -239 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type