WealthPoint Financial, LLC

CIK

2040860

Location

CRAMERTON, NC

Portfolio Value

Micro $31,288,394

Diversification

Diversified

Filing Date

Global Rank

#7,357 / 8,603 ▲ 109 · as of Mar 2026

Top Industry

Asset Management 10.4%

3Y Alpha vs SPY

-23.2%

Period ended 3 months ago

Filed Jun 26, 2026 · 13d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+2.6%

SPY

+9.6%

Annualised alpha

-19.5%

Max drawdown

−7.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

−0.4 pts

Top 5

32.9%

−1.9 pts

Top 10

49.4%

−2.4 pts

HHI

349

Diversified−27

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.1%	$8,151,317	13
Technology	18.3%	$5,729,558	7
Unclassified	15.2%	$4,746,673	3
Industrials	7.4%	$2,315,608	8
Healthcare	7.2%	$2,239,472	7
Communication Services	6.9%	$2,156,457	4
Consumer Defensive	6.0%	$1,873,713	5
Utilities	4.5%	$1,401,358	3
Consumer Cyclical	4.3%	$1,339,872	4
Energy	3.5%	$1,087,586	2
Real Estate	0.8%	$246,780	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CMI	Cummins Inc	423	$227,582
LMT	Lockheed Martin Corp	359	$216,976
DAL	Delta Air Lines, Inc.	3,083	$204,957
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

57 positions · $31,288,394 total · as of Mar 31, 2026

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

Showing 1–50 of 57 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	Held	4,023	0	$2,616,317	−4.6%	8.36%
BPRE	Bluerock Private Real Estate Fund Financial Services	Held	147,266	0	$2,446,088	+10.7%	7.82%
LPLA	LPL Financial Holdings Inc. Financial Services	Held	7,190	0	$2,162,967	−15.8%	6.91%
AAPL	Apple Inc. Technology	Held	6,120	0	$1,553,194	−6.6%	4.96%
NVDA	Nvidia Corp Technology	Held	8,643	0	$1,507,339	−6.5%	4.82%
GLDM	World Gold Trust	Held	16,141	0	$1,496,109	+8.6%	4.78%
MSFT	Microsoft Corp Technology	Held	3,533	0	$1,307,810	−23.5%	4.18%
DUK	Duke Energy CORP Utilities	Held	6,581	0	$861,716	+11.7%	2.75%
COP	Conocophillips Energy	Held	5,975	0	$788,700	+41.0%	2.52%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,484	0	$730,693	−8.7%	2.34%
GOOGL	Alphabet Inc. Communication Services	Held	2,517	0	$723,788	−8.1%	2.31%
META	Meta Platforms, Inc. Communication Services	Held	1,207	0	$690,560	−13.3%	2.21%
GLD	Spdr Gold Trust	Held	1,474	0	$634,247	+8.6%	2.03%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,740	0	$540,205	+0.8%	1.73%
MRK	Merck & Co., Inc. Healthcare	Held	4,329	0	$520,735	+14.3%	1.66%
JNJ	Johnson & Johnson Healthcare	Held	2,009	0	$491,079	+18.1%	1.57%
PH	Parker-Hannifin Corp Industrials	Held	507	0	$453,886	+1.9%	1.45%
CAT	Caterpillar Inc Industrials	Held	633	0	$448,455	+23.7%	1.43%
WMT	Walmart Inc. Consumer Defensive	Held	3,557	0	$442,063	+11.6%	1.41%
AVGO	Broadcom Inc. Technology	Held	1,420	0	$439,504	−10.6%	1.40%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,307	0	$429,859	−4.4%	1.37%
ABBV	AbbVie Inc. Healthcare	Held	1,908	0	$414,970	−4.8%	1.33%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,976	0	$411,541	−9.8%	1.32%
CSCO	Cisco Systems, Inc. Technology	Held	4,951	0	$384,148	+0.7%	1.23%
PRU	Prudential Financial Inc Financial Services	Held	3,878	0	$378,841	−13.5%	1.21%
VZ	Verizon Communications Inc Communication Services	Held	7,468	0	$374,893	+23.3%	1.20%
T	At&T Inc. Communication Services	Held	12,667	0	$367,216	+16.7%	1.17%
BAC	Bank Of America Corp /De/ Financial Services	Held	7,110	0	$346,612	−11.4%	1.11%
QCOM	Qualcomm Inc/De Technology	Held	2,565	0	$330,320	−24.7%	1.06%
BLK	BlackRock, Inc. Financial Services	Held	339	0	$326,019	−10.1%	1.04%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,930	0	$319,106	+3.1%	1.02%
KO	Coca Cola Co Consumer Defensive	Held	4,126	0	$313,782	+8.8%	1.00%
SO	Southern Co Utilities	Held	3,250	0	$313,690	+10.7%	1.00%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,861	0	$307,374	−14.6%	0.98%
MET	Metlife Inc Financial Services	Held	4,346	0	$307,349	−10.4%	0.98%
KMI	Kinder Morgan, Inc. Energy	Held	8,914	0	$298,886	+22.0%	0.96%
CSX	Csx Corp Industrials	Held	6,775	0	$278,113	+13.2%	0.89%
PFE	Pfizer Inc Healthcare	Held	9,456	0	$265,524	+12.8%	0.85%
TSLA	Tesla, Inc. Consumer Cyclical	Held	703	0	$261,340	−17.3%	0.84%
PEP	Pepsico Inc Consumer Defensive	Held	1,665	0	$258,557	+8.2%	0.83%
GD	General Dynamics Corp Industrials	Held	753	0	$258,444	+1.9%	0.83%
AJG	Arthur J. Gallagher & Co. Financial Services	Held	1,146	0	$248,200	−16.3%	0.79%
PLD	Prologis, Inc. Real Estate	Held	1,867	0	$246,780	+3.5%	0.79%
FITB	Fifth Third Bancorp Financial Services	Held	5,161	0	$239,780	−0.7%	0.77%
MCD	Mcdonalds Corp Consumer Cyclical	Held	763	0	$237,132	+1.7%	0.76%
CMI	Cummins Inc Industrials	NEW	423	NEW	$227,582	NEW	0.73%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Held	974	0	$227,195	+4.8%	0.73%
D	Dominion Energy, Inc Utilities	Held	3,655	0	$225,952	+5.5%	0.72%
GS	Goldman Sachs Group Inc Financial Services	Held	261	0	$220,803	−3.8%	0.71%
USB	US Bancorp De Financial Services	Held	4,234	0	$220,210	−2.5%	0.70%