High Point Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Chester, NJ
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
301
Total value ($000)
$126,389
Net value change ($000)
+4,144 (3.4%)
New positions
56
Sold out positions
5
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 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)
CIBR 894 19.5%
IYW 550 4.3%
SKYY 466 21.9%
MSFT 460 65.8%
XLE 426 26.6%
FTEC 404 4.8%
FCLD 235 13.7%
HDV 221 6.2%
SNOW 213 28.9%
QQQX 202 12.5%
Top Reduces (Value $000, Stocks/ETFs)
SOXX -726 -15.7%
PEG -685 -18.9%
SO -436 -12.2%
FUTY -333 -15.6%
ED -225 -8.8%
IGM -154 -34.5%
PKB -120 -24.0%
UBER -117 -32.4%
XSD -110 -12.8%
DTCR -96 -7.6%
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