Wealthpoint Financial, Llc Portfolio Stock Holdings
Wealthpoint Financial, Llc disclosed 117 stock positions valued at approximately $114.9 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, BLACKROCK ETF TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 117
- Portfolio Value
- $114.9M
Holdings by Sector
Wealthpoint Financial, Llc Portfolio Holdings in Q1 2026
110 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 4.75% | 68,027 | - | - | $5,457,126 |
| BLACKROCK ETF TRUST | DYNF | Other | 4.25% | 80,308 | - | - | $4,883,529 |
| ISHARES TR | IVE | Other | 4.18% | 22,661 | - | - | $4,805,718 |
| ISHARES TR | IVW | Other | 3.61% | 33,654 | - | - | $4,148,192 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 3.57% | 69,239 | - | - | $4,104,488 |
| ISHARES TR | EFV | Other | 2.81% | 45,296 | - | - | $3,234,587 |
| SPDR SP 500 ETF TR | SPY | Other | 2.39% | 4,023 | - | - | $2,743,364 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 2.37% | 116,565 | - | - | $2,724,124 |
| WISDOMTREE TR | AGGY | Other | 2.35% | 61,227 | - | - | $2,697,051 |
| ISHARES INC | IEMG | Other | 2.24% | 38,267 | - | - | $2,572,308 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 2.23% | 7,190 | - | - | $2,568,052 |
| WISDOMTREE TR | EPS | Other | 2.14% | 34,691 | - | - | $2,458,204 |
| SCHWAB STRATEGIC TR | SCHG | Other | 2.09% | 73,756 | - | - | $2,405,921 |
| WISDOMTREE TR | DGRW | Other | 2.06% | 26,473 | - | - | $2,367,517 |
| ISHARES TR | IUSB | Other | 2.02% | 49,952 | - | - | $2,324,766 |
| ISHARES TR | QUAL | Other | 1.76% | 10,176 | - | - | $2,021,157 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.68% | 16,143 | - | - | $1,926,183 |
| WISDOMTREE TR | MTGP | Other | 1.50% | 38,686 | - | - | $1,723,286 |
| MICROSOFT CORP | MSFT | Technology | 1.49% | 3,533 | - | - | $1,708,584 |
| APPLE INC | AAPL | Technology | 1.45% | 6,120 | - | - | $1,663,810 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.43% | 21,278 | - | - | $1,638,832 |
| NVIDIA CORPORATION | NVDA | Technology | 1.40% | 8,643 | - | - | $1,611,969 |
| SSGA ACTIVE TR | XLSR | Other | 1.36% | 25,052 | - | - | $1,560,990 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.33% | 34,533 | - | - | $1,533,631 |
| ISHARES TR | MBB | Other | 1.26% | 15,212 | - | - | $1,448,487 |
| WORLD GOLD TR | GLDM | Other | 1.20% | 16,141 | - | - | $1,377,957 |
| WISDOMTREE TR | WTV | Other | 1.15% | 14,118 | - | - | $1,317,209 |
| ISHARES TR | IAGG | Other | 0.96% | 22,133 | - | - | $1,106,871 |
| ISHARES TR | TLH | Other | 0.92% | 10,420 | - | - | $1,059,443 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.89% | 19,468 | - | - | $1,027,326 |
| EXXON MOBIL CORP | XOM | Energy | 0.89% | 8,455 | - | - | $1,017,482 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.87% | 21,304 | - | - | $997,240 |
| WISDOMTREE TR | USMF | Other | 0.84% | 18,810 | - | - | $964,201 |
| SPDR SERIES TRUST | SPTL | Other | 0.74% | 32,326 | - | - | $855,669 |
| GLOBAL X FDS | SHLD | Other | 0.73% | 13,002 | - | - | $842,400 |
| JPMORGAN CHASE CO | JPM | Financial Services | 0.70% | 2,484 | - | - | $800,466 |
| META PLATFORMS INC | META | Communication Services | 0.69% | 1,207 | - | - | $796,862 |
| ALPHABET INC | GOOGL | Communication Services | 0.69% | 2,517 | - | - | $787,797 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.67% | 6,581 | - | - | $771,371 |
| SPDR SERIES TRUST | EMHC | Other | 0.56% | 25,352 | - | - | $645,462 |
| SPDR GOLD TR | GLD | Other | 0.51% | 1,474 | - | - | $584,161 |
| SPDR SERIES TRUST | SPSM | Other | 0.50% | 12,361 | - | - | $579,236 |
| CONOCOPHILLIPS | COP | Energy | 0.49% | 5,975 | - | - | $559,359 |
| SSGA ACTIVE TR | FISR | Other | 0.47% | 21,049 | - | - | $545,380 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.47% | 3,740 | - | - | $535,998 |
| WISDOMTREE TR | QGRW | Other | 0.46% | 8,937 | - | - | $524,322 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.44% | 12,121 | - | - | $500,234 |
| BROADCOM INC | AVGO | Technology | 0.43% | 1,420 | - | - | $491,544 |
| ISHARES TR | MTUM | Other | 0.40% | 1,854 | - | - | $464,075 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.40% | 1,976 | - | - | $456,100 |
| WISDOMTREE TR | DGRS | Other | 0.40% | 9,192 | - | - | $456,093 |
| MERCK CO INC | MRK | Healthcare | 0.40% | 4,329 | - | - | $455,683 |
| WISDOMTREE TR | QHY | Other | 0.40% | 9,809 | - | - | $455,516 |
| WISDOMTREE TR | DON | Other | 0.39% | 8,773 | - | - | $452,687 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.39% | 1,307 | - | - | $449,630 |
| PARKER HANNIFIN CORP | PH | Industrials | 0.39% | 507 | - | - | $445,758 |
| QUALCOMM INC | QCOM | Technology | 0.38% | 2,565 | - | - | $438,743 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.38% | 3,878 | - | - | $437,726 |
| ABBVIE INC | ABBV | Healthcare | 0.38% | 1,908 | - | - | $436,065 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.38% | 15,729 | - | - | $431,450 |
| SPDR INDEX SHS FDS | GII | Other | 0.37% | 6,063 | - | - | $423,016 |
| JOHNSON JOHNSON | JNJ | Healthcare | 0.36% | 2,009 | - | - | $415,751 |
| FLEXSHARES TR | IQDF | Other | 0.36% | 13,430 | - | - | $408,272 |
| WALMART INC | WMT | Consumer Defensive | 0.34% | 3,557 | - | - | $396,284 |
| FLEXSHARES TR | QDF | Other | 0.34% | 4,881 | - | - | $394,434 |
| BANK AMERICA CORP | BAC | Financial Services | 0.34% | 7,110 | - | - | $391,060 |
| CISCO SYS INC | CSCO | Technology | 0.33% | 4,951 | - | - | $381,353 |
| BLACKROCK INC | BLK | Other | 0.32% | 339 | - | - | $363,069 |
| CATERPILLAR INC | CAT | Industrials | 0.32% | 633 | - | - | $362,809 |
| WISDOMTREE TR | USFR | Other | 0.31% | 7,177 | - | - | $361,122 |
| SPDR SERIES TRUST | SPHY | Other | 0.31% | 15,249 | - | - | $360,944 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.31% | 3,861 | - | - | $359,818 |
| SPDR SERIES TRUST | EBND | Other | 0.30% | 16,265 | - | - | $347,583 |
| METLIFE INC | MET | Financial Services | 0.30% | 4,346 | - | - | $343,089 |
| SPDR SERIES TRUST | SPMD | Other | 0.30% | 5,894 | - | - | $341,322 |
| TESLA INC | TSLA | Consumer Cyclical | 0.28% | 703 | - | - | $316,153 |
| ATT INC | T | Communication Services | 0.27% | 12,667 | - | - | $314,636 |
| ISHARES TR | EMB | Other | 0.27% | 3,252 | - | - | $313,103 |
| WISDOMTREE TR | DDWM | Other | 0.27% | 7,175 | - | - | $312,400 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.27% | 1,930 | - | - | $309,581 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.26% | 7,468 | - | - | $304,182 |
| FLEXSHARES TR | HYGV | Other | 0.26% | 7,445 | - | - | $303,272 |
| GALLAGHER ARTHUR J CO | AJG | Financial Services | 0.26% | 1,146 | - | - | $296,648 |
| SPDR INDEX SHS FDS | DWX | Other | 0.25% | 6,614 | - | - | $290,588 |
| SPDR INDEX SHS FDS | GWX | Other | 0.25% | 7,099 | - | - | $290,065 |
| COCA COLA CO | KO | Consumer Defensive | 0.25% | 4,126 | - | - | $288,436 |
| SOUTHERN CO | SO | Utilities | 0.25% | 3,250 | - | - | $283,398 |
| SPDR SERIES TRUST | RWR | Other | 0.24% | 2,793 | - | - | $274,356 |
| SPDR SERIES TRUST | PSK | Other | 0.23% | 8,168 | - | - | $258,844 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.22% | 753 | - | - | $253,644 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.22% | 855 | - | - | $253,127 |
| CSX CORP | CSX | Industrials | 0.21% | 6,775 | - | - | $245,579 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.21% | 8,914 | - | - | $245,041 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.21% | 5,161 | - | - | $241,601 |
| PEPSICO INC | PEP | Consumer Defensive | 0.21% | 1,665 | - | - | $239,005 |
| PROLOGIS INC | PLD | Real Estate | 0.21% | 1,867 | - | - | $238,295 |
| PFIZER INC | PFE | Healthcare | 0.20% | 9,456 | - | - | $235,451 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.20% | 706 | - | - | $233,058 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.20% | 763 | - | - | $233,045 |
| VANGUARD INDEX FDS | VTI | Other | 0.20% | 694 | - | - | $232,678 |