High Point Wealth Management, LLC
All 13F Filings
- Location
- Chester, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 122,245
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/20/2026 | 250 | 122,245 | 13F-HR | High Point Wealth Management, LLC |
| Q1 2026 | 4/8/2026 | 250 | 103,610 | 13F-HR | High Point Wealth Management, LLC |
| Q4 2025 | 1/29/2026 | 247 | 106,514 | 13F-HR | High Point Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 42.34 K | 34.6% | 3.362 K | 0 | 3.362 K |
| ETFs | 79.9 K | 65.4% | 15.27 K | 0 | 15.27 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
122,245
Holdings
250
QoQ value change ($000)
18,635
(18.0%)
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.