High Point Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Chester, NJ
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
250
Total value ($000)
$103,610
Net value change ($000)
-2,904 (-2.7%)
New positions
29
Sold out positions
26
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 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)
SOXX 738 49.6%
PAVE 619 126.3%
XLE 538 42.0%
SPXX 513 113.5%
SO 463 14.9%
WELL 454 26.0%
HDV 453 14.9%
IAU 427 121.0%
ED 413 18.9%
DTCR 400 113.6%
Top Reduces (Value $000, Stocks/ETFs)
XSW -3,279 -85.0%
IYW -1,048 -10.0%
CIBR -650 -16.2%
BXMX -574 -100.0%
SKYY -516 -22.7%
HOOD -510 -55.3%
VGT -462 -50.4%
COIN -411 -88.4%
IHI -388 -19.9%
FCLD -340 -21.9%
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