High Point Wealth Management, LLC
All 13F Filings
- Location
- Chester, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 103,610
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.98 K | 37.6% | 1.657 K | 0 | 1.657 K |
| ETFs | 64.63 K | 62.4% | 0 | 4.562 K | -4.562 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
103,610
Holdings
250
QoQ value change ($000)
-2,904
(-2.7%)
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.