§ 13F · FUND PROFILE
WealthPoint Financial, LLC.
AUM · $137M (13F)Positions · 126Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 150K | $13M | 9.6% | +69% |
| 2 | DYNF | BLACKROCK ETF TRUST | 77K | $5M | 3.8% | +2% |
| 3 | IVW | ISHARES TR | 37K | $5M | 3.7% | +6% |
| 4 | IVE | ISHARES TR | 21K | $5M | 3.4% | −11% |
| 5 | IUSB | ISHARES TR | 101K | $5M | 3.4% | +96% |
| 6 | ACWX | ISHARES TR | 48K | $4M | 2.7% | +24% |
| 7 | CORO | BLACKROCK ETF TRUST | 93K | $3M | 2.5% | +6% |
| 8 | SPY | STATE STR SPDR SP 500 ETF T | 5K | $3M | 2.5% | +14% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 89K | $3M | 2.2% | +8% |
| 10 | EPS | WISDOMTREE TR | 38K | $3M | 2.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHPOINT SIGNAL
AC read
WealthPoint Financial, LLC is a Other fund managing $137 million in assets. The fund runs a portfolio of 126 positions.
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