§ 13F · FUND PROFILE
High Point Wealth Management, LLC.
AUM · $122M (13F)Positions · 250Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$565K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES DJ US TECHNOLOGY | 51K | $13M | 10.5% | −3% |
| 2 | FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 29K | $8M | 6.9% | +2% |
| 3 | FDVV | FIDELITY HIGH DIVIDEND ETF | 108K | $7M | 5.3% | ±0% |
| 4 | SOXX | ISHARES SEMICONDUCTOR ETF | 7K | $5M | 3.8% | +6% |
| 5 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 51K | $5M | 3.7% | −5% |
| 6 | PEG | PUBLIC SVC ENTERPRISE GROUP COM | 45K | $4M | 3.0% | ±0% |
| 7 | SO | SOUTHERN CO COM | 37K | $4M | 2.9% | +1% |
| 8 | HDV | ISHARES TR HIGH DIVID EQUITY FD | 130K | $4M | 2.9% | +405% |
| 9 | IVV | ISHARES S&P 500 INDEX | 4K | $3M | 2.2% | ±0% |
| 10 | WELL | HEALTH CARE REIT INC | 12K | $3M | 2.1% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HIGH SIGNAL
AC read
High Point Wealth Management, LLC is a Other fund managing $122 million in assets. The fund runs a broad portfolio of 250 positions.
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