High Point Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Chester, NJ
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
250
Total value ($000)
$122,245
Net value change ($000)
+18,635 (18.0%)
New positions
14
Sold out positions
14
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 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)
IYW 3,341 35.3%
FTEC 2,421 40.5%
SOXX 2,391 107.4%
CIBR 1,205 35.7%
IDGT 757 244.2%
FDVV 562 9.4%
XSD 513 149.1%
DTCR 510 67.8%
FCLD 506 41.9%
QQQX 434 36.5%
Top Reduces (Value $000, Stocks/ETFs)
IHI -416 -26.6%
XOM -388 -100.0%
XLE -217 -11.9%
IAU -135 -17.3%
META -119 -19.8%
ETR -64 -9.3%
ORCL -61 -63.5%
GILD -58 -10.1%
DASH -54 -100.0%
UBER -48 -11.7%
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