Institutional Fund
Wealthpoint Financial, LLC
Cramerton, NCCIK 20408602 filings on record
Portfolio Value
$114.94M
Q1 2026
Holdings
117
Reported positions
New Buys
0
Opened this quarter
QoQ Change
0.0%
from $114.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust4.7%
- Blackrock ETF Trust4.2%
- Ishares Tr4.2%
- Ishares Tr3.6%
- Invesco Exchange Traded Fd T3.6%
- Ishares Tr2.8%
- Other76.8%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 68.0K | $5.46M | 4.7% | 0 | Held |
| 2 | Blackrock ETF Trust | 80.3K | $4.88M | 4.2% | 0 | Held |
| 3 | Ishares Tr | 22.7K | $4.81M | 4.2% | 0 | Held |
| 4 | Ishares Tr | 33.7K | $4.15M | 3.6% | 0 | Held |
| 5 | Invesco Exchange Traded Fd T | 69.2K | $4.10M | 3.6% | 0 | Held |
| 6 | Ishares Tr | 45.3K | $3.23M | 2.8% | 0 | Held |
| 7 | Spdr S&P 500 ETF Tr | 4.0K | $2.74M | 2.4% | 0 | Held |
| 8 | Schwab Strategic Tr | 116.6K | $2.72M | 2.4% | 0 | Held |
| 9 | Wisdomtree Tr | 61.2K | $2.70M | 2.3% | 0 | Held |
| 10 | Ishares Inc | 38.3K | $2.57M | 2.2% | 0 | Held |
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