WealthPoint Financial, LLC

CIK

2040860

Location

CRAMERTON, NC

Portfolio Value

Small $137,383,273

Diversification

Diversified

Files via

AE Wealth

Filing Date

Global Rank

#7,656 / 8,798 ▲ 189 · as of Jun 2026

Top Industry

Asset Management 12.9%

Period ended 3 months ago

Filed Aug 6, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

17.0%

+0.7 pts

Top 5

59.5%

+8.3 pts

Top 10

71.9%

+7.0 pts

HHI

844

Diversified+145

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.8%	$105,537,734	18
Financial Services	7.8%	$10,699,872	16
Technology	6.3%	$8,691,519	10
Industrials	1.8%	$2,512,923	7
Communication Services	1.7%	$2,352,003	4
Consumer Defensive	1.3%	$1,725,304	4
Healthcare	1.2%	$1,640,994	4
Consumer Cyclical	1.1%	$1,496,128	4
Utilities	1.0%	$1,389,099	3
Energy	0.6%	$844,687	2
Real Estate	0.4%	$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
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+81,892	310,556	$18,671,512
BAI	iShares A.I. Innovation and Tech Active ETF	+35,505	345,221	$16,221,995
FNDA	Schwab Fundamental U.S. Small Company ETF	+14,803	229,333	$6,365,073
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+11,889	290,977	$17,091,929
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+8,589	307,728	$23,370,495
BCLO	iShares BBB-B CLO Active ETF	+8,490	25,760	$1,303,343
AGNG	Global X Funds Global X Aging Population ETF	+6,822	27,041	$1,614,618
—		+6,488	74,436	$2,572,312
CWI	State Street SPDR MSCI ACWI ex-US ETF	+2,256	91,610	$4,766,056
T	At&T Inc.	+1,636	16,508	$341,715
LPLA	LPL Financial Holdings Inc.	+1,265	7,625	$2,147,810
AAPL	Apple Inc.	+1,138	7,573	$2,191,323
KMI	Kinder Morgan, Inc.	+1,072	10,068	$321,873
GLDM	World Gold Trust	+1,063	6,315	$501,537
SPY	Spdr S&P 500 ETF Trust	+556	4,549	$3,397,056
MSFT	Microsoft Corp	+552	4,473	$1,668,518
D	Dominion Energy, Inc	+485	3,984	$272,067
VZ	Verizon Communications Inc	+390	6,619	$280,248
COP	Conocophillips	+364	5,029	$522,814
WMT	Walmart Inc.	+280	4,579	$518,617
AVGO	Broadcom Inc.	+224	2,118	$800,074
GLD	Spdr Gold Trust	+181	1,547	$569,883
WFC	Wells Fargo & Company/Mn	+160	4,092	$338,162
JNJ	Johnson & Johnson	+144	2,091	$531,051
GOOGL	Alphabet Inc.	+127	3,134	$1,119,997
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	−16,864	38,263	$1,744,027
BPRE	Bluerock Private Real Estate Fund	−9,661	112,782	$1,467,293
ACSG	American Century Small Cap Growth Insights ETF	−8,175	15,930	$1,537,085
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−4,766	94,537	$4,106,871
IVZ	Invesco Ltd.	−2,970	14,093	$2,276,583
CSCO	Cisco Systems, Inc.	−1,310	5,258	$617,604
BNDC	FlexShares Core Select Bond Fund	−382	25,321	$1,191,188
CAT	Caterpillar Inc	−258	520	$553,748
CSX	Csx Corp	−242	6,092	$289,552
FITB	Fifth Third Bancorp	−240	5,058	$285,119
USB	US Bancorp De	−185	4,610	$278,444
DUK	Duke Energy CORP	−182	6,328	$800,998
JPM	Jpmorgan Chase & Co	−174	2,042	$668,407
BAC	Bank Of America Corp /De/	−173	6,472	$368,774
MET	Metlife Inc	−165	4,218	$356,884
PG	PROCTER & GAMBLE Co	−144	2,837	$416,017
QCOM	Qualcomm Inc/De	−139	1,511	$279,217
META	Meta Platforms, Inc.	−112	1,083	$610,043
MRK	Merck & Co., Inc.	−101	2,700	$346,950
PRU	Prudential Financial Inc	−69	3,378	$364,587
IBM	International Business Machines Corp	−51	1,156	$325,078
HD	Home Depot, Inc.	−36	1,212	$427,448
BNY	Bank of New York Mellon Corp	−28	2,636	$381,191
DAL	Delta Air Lines, Inc.	−7	3,076	$288,098
FERG	Ferguson Enterprises Inc. /DE/	−4	870	$206,477
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
TFC	Truist Financial Corp	14,474	$721,094
APH	Amphenol Corp /De/	1,253	$441,857
LLY	ELI LILLY & Co	218	$261,475
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

3 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	8,091	$1,372,719
LMT	Lockheed Martin Corp	359	$216,976
PFE	Pfizer Inc	7,678	$215,598
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 tracked positions · $137,383,273 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 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	307,728	+8,589	$23,370,495	—	17.01%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	310,556	+81,892	$18,671,512	+67.5%	13.59%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	290,977	+11,889	$17,091,929	+9.4%	12.44%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	345,221	+35,505	$16,221,995	+30.0%	11.81%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	229,333	+14,803	$6,365,073	+14.6%	4.63%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	91,610	+2,256	$4,766,056	+10.7%	3.47%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Reduced	94,537	-4,766	$4,106,871	+8.0%	2.99%
SPY	Spdr S&P 500 ETF Trust	Added	4,549	+556	$3,397,056	+30.8%	2.47%
		Added	74,436	+6,488	$2,572,312	+13.5%	1.87%
IVZ	Invesco Ltd. Financial Services	Reduced	14,093	-2,970	$2,276,583	+19.0%	1.66%
AAPL	Apple Inc. Technology	Added	7,573	+1,138	$2,191,323	+34.2%	1.60%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	7,625	+1,265	$2,147,810	+12.3%	1.56%
NVDA	Nvidia Corp Technology	Added	9,690	+113	$1,938,872	+16.1%	1.41%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Reduced	38,263	-16,864	$1,744,027	−31.0%	1.27%
MSFT	Microsoft Corp Technology	Added	4,473	+552	$1,668,518	+15.0%	1.21%
AGNG	Global X Funds Global X Aging Population ETF	Added	27,041	+6,822	$1,614,618	+12.7%	1.18%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	15,930	-8,175	$1,537,085	−20.9%	1.12%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	112,782	-9,661	$1,467,293	−27.9%	1.07%
BCLO	iShares BBB-B CLO Active ETF	Added	25,760	+8,490	$1,303,343	+45.3%	0.95%
BNDC	FlexShares Core Select Bond Fund	Reduced	25,321	-382	$1,191,188	+7.0%	0.87%
GOOGL	Alphabet Inc. Communication Services	Added	3,134	+127	$1,119,997	+29.5%	0.82%
DUK	Duke Energy CORP Utilities	Reduced	6,328	-182	$800,998	−6.0%	0.58%
AVGO	Broadcom Inc. Technology	Added	2,118	+224	$800,074	+36.5%	0.58%
TFC	Truist Financial Corp Financial Services	NEW	14,474	NEW	$721,094	NEW	0.52%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,042	-174	$668,407	+2.5%	0.49%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,258	-1,310	$617,604	+21.2%	0.45%
META	Meta Platforms, Inc. Communication Services	Reduced	1,083	-112	$610,043	−10.8%	0.44%
PH	Parker-Hannifin Corp Industrials	Added	622	+10	$608,390	+11.0%	0.44%
GLD	Spdr Gold Trust	Added	1,547	+181	$569,883	−3.0%	0.41%
CAT	Caterpillar Inc Industrials	Reduced	520	-258	$553,748	+0.5%	0.40%
JNJ	Johnson & Johnson Healthcare	Added	2,091	+144	$531,051	+11.6%	0.39%
COP	Conocophillips Energy	Added	5,029	+364	$522,814	−15.1%	0.38%
WMT	Walmart Inc. Consumer Defensive	Added	4,579	+280	$518,617	−2.9%	0.38%
GLDM	World Gold Trust	Added	6,315	+1,063	$501,537	+3.0%	0.37%
ABBV	AbbVie Inc. Healthcare	Added	1,993	+80	$501,518	+20.5%	0.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,026	+24	$482,876	+15.8%	0.35%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,579	+92	$466,566	+13.5%	0.34%
APH	Amphenol Corp /De/ Technology	NEW	1,253	NEW	$441,857	NEW	0.32%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,212	-36	$427,448	+4.1%	0.31%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,837	-144	$416,017	−3.4%	0.30%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	2,636	-28	$381,191	+20.6%	0.28%
TSLA	Tesla, Inc. Consumer Cyclical	Added	878	+86	$369,286	+25.4%	0.27%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,472	-173	$368,774	+13.8%	0.27%
BLK	BlackRock, Inc. Financial Services	Added	382	+21	$367,315	+5.8%	0.27%
PRU	Prudential Financial Inc Financial Services	Reduced	3,378	-69	$364,587	+8.3%	0.27%
MET	Metlife Inc Financial Services	Reduced	4,218	-165	$356,884	+15.1%	0.26%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,700	-101	$346,950	+3.0%	0.25%
T	At&T Inc. Communication Services	Added	16,508	+1,636	$341,715	−20.7%	0.25%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,092	+160	$338,162	+8.0%	0.25%
IBM	International Business Machines Corp Technology	Reduced	1,156	-51	$325,078	+11.1%	0.24%

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.