§ 13F · FUND PROFILE
WealthPoint Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 117Turnover · — · Q4Filed · Feb 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$114.9T 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 FEB 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 68K | $5.5T | 4.7% | NEW |
| 2 | DYNF | BLACKROCK ETF TRUST | 80K | $4.9T | 4.2% | NEW |
| 3 | IVE | ISHARES TR | 23K | $4.8T | 4.2% | NEW |
| 4 | IVW | ISHARES TR | 34K | $4.1T | 3.6% | NEW |
| 5 | XLG | INVESCO EXCHANGE TRADED FD T | 69K | $4.1T | 3.6% | NEW |
| 6 | EFV | ISHARES TR | 45K | $3.2T | 2.8% | NEW |
| 7 | SPY | SPDR S&P 500 ETF TR | 4K | $2.7T | 2.4% | NEW |
| 8 | SCHZ | SCHWAB STRATEGIC TR | 117K | $2.7T | 2.4% | NEW |
| 9 | AGGY | WISDOMTREE TR | 61K | $2.7T | 2.3% | NEW |
| 10 | IEMG | ISHARES INC | 38K | $2.6T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHPOINT SIGNAL
AC read
WealthPoint Financial, 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