§ 13F · FUND PROFILE
High Point Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 247Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$106.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES DJ US TECHNOLOGY | 53K | $10.5T | 9.9% | NEW |
| 2 | FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 26K | $5.8T | 5.5% | NEW |
| 3 | FDVV | FIDELITY HIGH DIVIDEND ETF | 102K | $5.8T | 5.4% | NEW |
| 4 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 56K | $4.0T | 3.8% | NEW |
| 5 | XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | 21K | $3.9T | 3.6% | NEW |
| 6 | PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 43K | $3.4T | 3.2% | NEW |
| 7 | SO | SOUTHERN CO COM | 36K | $3.1T | 2.9% | NEW |
| 8 | HDV | ISHARES TR HIGH DIVID EQUITY FD | 25K | $3.0T | 2.9% | NEW |
| 9 | IVV | ISHARES S&P 500 INDEX | 4K | $2.5T | 2.3% | NEW |
| 10 | SKYY | FIRST TRUST CLOUD COMPUTING ETF | 17K | $2.3T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HIGH SIGNAL
AC read
High Point Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed