High Point Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Chester, NJ
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
247
Total value ($000)
$106,514
Net value change ($000)
—
New positions
245
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
IYW 10,503 —
FTEC 5,805 —
FDVV 5,760 —
CIBR 4,022 —
XSW 3,858 —
PEG 3,422 —
SO 3,100 —
HDV 3,045 —
IVV 2,490 —
SKYY 2,270 —
Top Reduces (Value $000, Stocks/ETFs)
—
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