WealthPoint Financial, LLC
All 13F Filings
- Location
- Cramerton, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 137,164
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 126 | 137,164 | 13F-HR | WealthPoint Financial, LLC |
| Q1 2026 | 6/26/2026 | 121 | 119,480 | 13F-HR/A - RESTATEMENT | WealthPoint Financial, LLC |
| Q1 2026 | 4/23/2026 | 117 | 114,939 | 13F-HR | WealthPoint Financial, LLC |
| Q4 2025 | 2/19/2026 | 117 | 114,939 | 13F-HR | WealthPoint Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 49.91 K | 36.4% | 3.471 K | 0 | 3.471 K |
| ETFs | 87.01 K | 63.4% | 13.97 K | 0 | 13.97 K |
| Debt | 243 | 0.2% | 243 | 0 | 243 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
137,164
Holdings
126
QoQ value change ($000)
17,684
(14.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.