WealthPoint Financial, LLC
Top Portfolio Positions
55 positions ·
$32,073,354 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
4,023 | $2,616,317 | 8.16% |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
147,266 | $2,446,088 | 7.63% |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
7,190 | $2,162,967 | 6.74% |
| AAPL |
Apple Inc.
Technology
|
6,120 | $1,553,194 | 4.84% |
| NVDA |
Nvidia Corp
Technology
|
8,643 | $1,507,339 | 4.70% |
| GLDM |
World Gold Trust
|
16,141 | $1,496,109 | 4.66% |
| XOM |
Exxon Mobil Corp
Energy
|
8,455 | $1,434,475 | 4.47% |
| MSFT |
Microsoft Corp
Technology
|
3,533 | $1,307,810 | 4.08% |
| DUK |
Duke Energy CORP
Utilities
|
6,581 | $861,716 | 2.69% |
| COP |
Conocophillips
Energy
|
5,975 | $788,700 | 2.46% |
Holdings in BPRE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,446,088 | 147,266 | Shares | Sole | 2026-04-23 | |
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