WealthPoint Financial, LLC

Q3 2026 13F-HR Holdings

Location
Cramerton, NC
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$140,226
Net value change ($000)
+3,062 (2.2%)
New positions
7
Sold out positions
7
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ACWX 2,907 79.3%
XOM 1,224 NEW
FISR 599 100.3%
BLCR 573 30.2%
IUSB 529 11.4%
SPYM 516 3.9%
SCHZ 473 16.0%
NVDA 447 23.1%
AAPL 308 14.1%
SCHG 302 10.1%
Top Reduces (Value $000, Stocks/ETFs)
SPMO -1,831 -80.4%
MBB -1,633 -100.0%
AVEM -1,214 -79.0%
JNK -753 -100.0%
BAI -483 -17.1%
SPY -381 -11.2%
XLSR -271 -12.7%
GS -264 -100.0%
PNC -213 -100.0%
FERG -206 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type