WealthPoint Financial, LLC

CIK

2040860

Location

CRAMERTON, NC

Portfolio Value

Micro $34,037,432

Diversification

Diversified

Files via

AE Wealth

Filing Date

Global Rank

#7,367 / 8,517 ▲ 277

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

-12.4%

Period ended 47 days ago

Filed Aug 6, 2026 · 10d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+7.8%

SPY

+13.9%

Annualised alpha

-13.4%

Max drawdown

−7.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.0%

+2.9 pts

Top 5

33.3%

+1.8 pts

Top 10

47.8%

−3.2 pts

HHI

346

Diversified+12

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.5%	$8,691,519	10
Financial Services	24.7%	$8,423,289	15
Unclassified	13.1%	$4,468,476	3
Industrials	7.4%	$2,512,923	7
Communication Services	6.9%	$2,352,003	4
Consumer Defensive	5.1%	$1,725,304	4
Healthcare	4.8%	$1,640,994	4
Consumer Cyclical	4.4%	$1,496,128	4
Utilities	4.1%	$1,389,099	3
Energy	2.5%	$844,687	2
Real Estate	1.4%	$493,010	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+3,841	16,508	$341,715
AAPL	Apple Inc.	+1,453	7,573	$2,191,323
KMI	Kinder Morgan, Inc.	+1,154	10,068	$321,873
NVDA	Nvidia Corp	+1,047	9,690	$1,938,872
WMT	Walmart Inc.	+1,022	4,579	$518,617
MSFT	Microsoft Corp	+940	4,473	$1,668,518
BNY	Bank of New York Mellon Corp	+812	2,636	$381,191
AVGO	Broadcom Inc.	+698	2,118	$800,074
PM	Philip Morris International Inc.	+649	2,579	$466,566
GOOGL	Alphabet Inc.	+617	3,134	$1,119,997
SPY	Spdr S&P 500 ETF Trust	+526	4,549	$3,397,056
LPLA	LPL Financial Holdings Inc.	+435	7,625	$2,147,810
USB	US Bancorp De	+376	4,610	$278,444
D	Dominion Energy, Inc	+329	3,984	$272,067
CSCO	Cisco Systems, Inc.	+307	5,258	$617,604
IBM	International Business Machines Corp	+301	1,156	$325,078
WFC	Wells Fargo & Company/Mn	+231	4,092	$338,162
PLD	Prologis, Inc.	+196	2,063	$279,474
TSLA	Tesla, Inc.	+175	878	$369,286
PH	Parker-Hannifin Corp	+115	622	$608,390
ABBV	AbbVie Inc.	+85	1,993	$501,518
JNJ	Johnson & Johnson	+82	2,091	$531,051
GLD	Spdr Gold Trust	+73	1,547	$569,883
SO	Southern Co	+52	3,302	$316,034
AMZN	Amazon Com Inc	+50	2,026	$482,876
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	−34,484	112,782	$1,467,293
GLDM	World Gold Trust	−9,826	6,315	$501,537
MRK	Merck & Co., Inc.	−1,629	2,700	$346,950
QCOM	Qualcomm Inc/De	−1,054	1,511	$279,217
COP	Conocophillips	−946	5,029	$522,814
PG	PROCTER & GAMBLE Co	−903	2,837	$416,017
VZ	Verizon Communications Inc	−849	6,619	$280,248
CSX	Csx Corp	−683	6,092	$289,552
BAC	Bank Of America Corp /De/	−638	6,472	$368,774
PRU	Prudential Financial Inc	−500	3,378	$364,587
JPM	Jpmorgan Chase & Co	−442	2,042	$668,407
DUK	Duke Energy CORP	−253	6,328	$800,998
KO	Coca Cola Co	−138	3,988	$324,104
MET	Metlife Inc	−128	4,218	$356,884
META	Meta Platforms, Inc.	−124	1,083	$610,043
CAT	Caterpillar Inc	−113	520	$553,748
FERG	Ferguson Enterprises Inc. /DE/	−104	870	$206,477
FITB	Fifth Third Bancorp	−103	5,058	$285,119
HD	Home Depot, Inc.	−95	1,212	$427,448
DAL	Delta Air Lines, Inc.	−7	3,076	$288,098
GD	General Dynamics Corp	−5	748	$264,971
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
TFC	Truist Financial Corp	14,474	$721,094
APH	Amphenol Corp /De/	1,253	$441,857
DELL	Dell Technologies Inc.	530	$228,673
LAMR	Lamar Advertising Co/New	1,369	$213,536
PNC	Pnc Financial Services Group, Inc.	865	$212,980
C	Citigroup Inc	1,438	$201,262
TXN	Texas Instruments Inc	672	$200,303
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	61,227	$2,660,313
BAI	iShares A.I. Innovation and Tech Active ETF	58,930	$1,941,743
XOM	ExxonMobil Holdings Corp	8,455	$1,434,475
PFE	Pfizer Inc	9,456	$265,524
PEP	Pepsico Inc	1,665	$258,557
AJG	Arthur J. Gallagher & Co.	1,146	$248,200
BIV	Vanguard Intermediate-Term Bond ETF	2,863	$220,966
LMT	Lockheed Martin Corp	359	$216,976
UNH	Unitedhealth Group Inc	706	$191,036
BDX	Becton Dickinson & Co	1,136	$178,613
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $34,037,432 total · filing declares 126 positions · $137,163,640 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	4,549	+526	$3,397,056	+29.8%	9.98%
AAPL	Apple Inc. Technology	Added	7,573	+1,453	$2,191,323	+41.1%	6.44%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	7,625	+435	$2,147,810	−0.7%	6.31%
NVDA	Nvidia Corp Technology	Added	9,690	+1,047	$1,938,872	+28.6%	5.70%
MSFT	Microsoft Corp Technology	Added	4,473	+940	$1,668,518	+27.6%	4.90%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	112,782	-34,484	$1,467,293	−40.0%	4.31%
GOOGL	Alphabet Inc. Communication Services	Added	3,134	+617	$1,119,997	+54.7%	3.29%
DUK	Duke Energy CORP Utilities	Reduced	6,328	-253	$800,998	−7.0%	2.35%
AVGO	Broadcom Inc. Technology	Added	2,118	+698	$800,074	+82.0%	2.35%
TFC	Truist Financial Corp Financial Services	NEW	14,474	NEW	$721,094	NEW	2.12%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,042	-442	$668,407	−8.5%	1.96%
CSCO	Cisco Systems, Inc. Technology	Added	5,258	+307	$617,604	+60.8%	1.81%
META	Meta Platforms, Inc. Communication Services	Reduced	1,083	-124	$610,043	−11.7%	1.79%
PH	Parker-Hannifin Corp Industrials	Added	622	+115	$608,390	+34.0%	1.79%
GLD	Spdr Gold Trust	Added	1,547	+73	$569,883	−10.1%	1.67%
CAT	Caterpillar Inc Industrials	Reduced	520	-113	$553,748	+23.5%	1.63%
JNJ	Johnson & Johnson Healthcare	Added	2,091	+82	$531,051	+8.1%	1.56%
COP	Conocophillips Energy	Reduced	5,029	-946	$522,814	−33.7%	1.54%
WMT	Walmart Inc. Consumer Defensive	Added	4,579	+1,022	$518,617	+17.3%	1.52%
GLDM	World Gold Trust	Reduced	6,315	-9,826	$501,537	−66.5%	1.47%
ABBV	AbbVie Inc. Healthcare	Added	1,993	+85	$501,518	+20.9%	1.47%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,026	+50	$482,876	+17.3%	1.42%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,579	+649	$466,566	+46.2%	1.37%
APH	Amphenol Corp /De/ Technology	NEW	1,253	NEW	$441,857	NEW	1.30%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,212	-95	$427,448	−0.6%	1.26%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,837	-903	$416,017	−23.0%	1.22%
BNY	Bank of New York Mellon Corp Financial Services	Added	2,636	+812	$381,191	+76.2%	1.12%
TSLA	Tesla, Inc. Consumer Cyclical	Added	878	+175	$369,286	+41.3%	1.08%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,472	-638	$368,774	+6.4%	1.08%
BLK	BlackRock, Inc. Financial Services	Added	382	+43	$367,315	+12.7%	1.08%
PRU	Prudential Financial Inc Financial Services	Reduced	3,378	-500	$364,587	−3.8%	1.07%
MET	Metlife Inc Financial Services	Reduced	4,218	-128	$356,884	+16.1%	1.05%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,700	-1,629	$346,950	−33.4%	1.02%
T	At&T Inc. Communication Services	Added	16,508	+3,841	$341,715	−6.9%	1.00%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,092	+231	$338,162	+10.0%	0.99%
IBM	International Business Machines Corp Technology	Added	1,156	+301	$325,078	+56.9%	0.96%
KO	Coca Cola Co Consumer Defensive	Reduced	3,988	-138	$324,104	+3.3%	0.95%
KMI	Kinder Morgan, Inc. Energy	Added	10,068	+1,154	$321,873	+7.7%	0.95%
SO	Southern Co Utilities	Added	3,302	+52	$316,034	+0.7%	0.93%
CMI	Cummins Inc Industrials	Held	423	0	$301,687	+32.6%	0.89%
CSX	Csx Corp Industrials	Reduced	6,092	-683	$289,552	+4.1%	0.85%
DAL	Delta Air Lines, Inc. Industrials	Reduced	3,076	-7	$288,098	+40.6%	0.85%
FITB	Fifth Third Bancorp Financial Services	Reduced	5,058	-103	$285,119	+18.9%	0.84%
VZ	Verizon Communications Inc Communication Services	Reduced	6,619	-849	$280,248	−25.2%	0.82%
PLD	Prologis, Inc. Real Estate	Added	2,063	+196	$279,474	+13.2%	0.82%
QCOM	Qualcomm Inc/De Technology	Reduced	1,511	-1,054	$279,217	−15.5%	0.82%
USB	US Bancorp De Financial Services	Added	4,610	+376	$278,444	+26.4%	0.82%
D	Dominion Energy, Inc Utilities	Added	3,984	+329	$272,067	+20.4%	0.80%
GD	General Dynamics Corp Industrials	Reduced	748	-5	$264,971	+2.5%	0.78%
GS	Goldman Sachs Group Inc Financial Services	Held	261	0	$263,967	+19.5%	0.78%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.