WealthPoint Financial, LLC

Q2 2026 13F-HR Holdings

Location
Cramerton, NC
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$137,164
Net value change ($000)
+17,684 (14.8%)
New positions
10
Sold out positions
6
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 6,407 94.1%
IUSB 2,272 95.3%
IALT 1,394 NEW
IVW 1,121 28.6%
GGOV 1,102 NEW
ACWX 1,013 38.2%
DYNF 841 19.3%
SPY 800 30.8%
BAI 800 39.5%
TFC 721 NEW
Top Reduces (Value $000, Stocks/ETFs)
QUAL -1,986 -100.0%
EFV -1,772 -100.0%
XOM -1,373 -100.0%
IAGG -1,192 -100.0%
XTEN -784 -31.0%
BINC -696 -77.6%
BPRE -567 -27.9%
AVEM -405 -20.9%
FISR -339 -36.2%
THRO -333 -18.2%
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