Wealthpoint Financial, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$119.5M
Q ending 2026-03-31
Prior quarter
$114.9M
Q ending 2025-12-31
Change
+4.0% QoQ
Positions
121
reported holdings
Largest positions
Top 100 of 121 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $6.8M | 89K |
| Ishares Tr | IVE | Shares | $4.9M | 23K |
| Blackrock Etf Trust | DYNF | Shares | $4.4M | 75K |
| Ishares Tr | IVW | Shares | $3.9M | 35K |
| Wisdomtree Tr | AGGY | Shares | $2.9M | 68K |
| Blackrock Etf Trust | CORO | Shares | $2.8M | 88K |
| Schwab Strategic Tr | SCHZ | Shares | $2.8M | 121K |
| Ishares Tr | ACWX | Shares | $2.7M | 39K |
| State Str Spdr Sp 500 Etf T | SPY | Shares | $2.6M | 4K |
| Wisdomtree Tr | EPS | Shares | $2.5M | 37K |
| Bondbloxx Etf Trust | XTEN | Shares | $2.5M | 55K |
| Wisdomtree Tr | DGRW | Shares | $2.4M | 28K |
| Schwab Strategic Tr | SCHG | Shares | $2.4M | 82K |
| Ishares Tr | IUSB | Shares | $2.4M | 52K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $2.0M | 122K |
| Blackrock Etf Trust | BAI | Shares | $2.0M | 61K |
| Ishares Tr | QUAL | Shares | $2.0M | 10K |
| American Centy Etf Tr | AVEM | Shares | $1.9M | 24K |
| Lpl Finl Hldgs Inc | LPLA | Shares | $1.9M | 6K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $1.9M | 17K |
| Wisdomtree Tr | MTGP | Shares | $1.9M | 42K |
| Spdr Index Shs Fds | SPDW | Shares | $1.8M | 40K |
| Blackrock Etf Trust | THRO | Shares | $1.8M | 51K |
| Ishares Tr | EFV | Shares | $1.8M | 24K |
| Ssga Active Tr | XLSR | Shares | $1.7M | 29K |
| Nvidia Corporation | NVDA | Shares | $1.7M | 10K |
| Apple Inc | AAPL | Shares | $1.6M | 6K |
| Ishares Tr | MBB | Shares | $1.5M | 16K |
| Microsoft Corp | MSFT | Shares | $1.5M | 4K |
| Global X Fds | SHLD | Shares | $1.4M | 20K |
| Blackrock Etf Trust | BLCR | Shares | $1.4M | 35K |
| Wisdomtree Tr | WTV | Shares | $1.4M | 15K |
| Ishares Tr | GOVT | Shares | $1.4M | 60K |
| Exxon Mobil Corp | XOM | Shares | $1.4M | 8K |
| Spdr Index Shs Fds | SPEM | Shares | $1.2M | 26K |
| Ishares Tr | IAGG | Shares | $1.2M | 24K |
| Ishares Tr | TLH | Shares | $1.2M | 12K |
| Wisdomtree Tr | USMF | Shares | $1.0M | 20K |
| Spdr Series Trust | SPTL | Shares | $969K | 37K |
| Ssga Active Tr | FISR | Shares | $936K | 36K |
| Blackrock Etf Trust Ii | BINC | Shares | $897K | 17K |
| Alphabet Inc | GOOGL | Shares | $865K | 3K |
| Duke Energy Corp New | DUK | Shares | $852K | 7K |
| Spdr Series Trust | EMHC | Shares | $802K | 32K |
| Wisdomtree Tr | QSIG | Shares | $706K | 15K |
| Meta Platforms Inc | META | Shares | $684K | 1K |
| Jpmorgan Chase Co | JPM | Shares | $652K | 2K |
| Spdr Series Trust | CERY | Shares | $640K | 18K |
| Ssga Active Etf Tr | SRLN | Shares | $616K | 15K |
| Conocophillips | COP | Shares | $616K | 5K |
| Spdr Gold Tr | GLD | Shares | $588K | 1K |
| Broadcom Inc | AVGO | Shares | $586K | 2K |
| Ssga Active Tr | SPIN | Shares | $555K | 18K |
| Spdr Index Shs Fds | GII | Shares | $554K | 7K |
| Caterpillar Inc | CAT | Shares | $551K | 778 |
| Parker Hannifin Corp | PH | Shares | $548K | 612 |
| Spdr Series Trust | SPSM | Shares | $537K | 11K |
| Walmart Inc | WMT | Shares | $534K | 4K |
| Wisdomtree Tr | DGRS | Shares | $519K | 10K |
| Cisco Sys Inc | CSCO | Shares | $510K | 7K |
| Wisdomtree Tr | QGRW | Shares | $505K | 9K |
| Wisdomtree Tr | DON | Shares | $501K | 10K |
| Wisdomtree Tr | QHY | Shares | $492K | 11K |
| World Gold Tr | GLDM | Shares | $487K | 5K |
| Ishares Tr | MTUM | Shares | $479K | 2K |
| Johnson Johnson | JNJ | Shares | $476K | 2K |
| Spdr Series Trust | SPHY | Shares | $451K | 19K |
| Att Inc | T | Shares | $431K | 15K |
| Procter Gamble Co | PG | Shares | $431K | 3K |
| Flexshares Tr | IQDF | Shares | $430K | 14K |
| Spdr Series Trust | EBND | Shares | $419K | 20K |
| Amazon Com Inc | AMZN | Shares | $417K | 2K |
| Abbvie Inc | ABBV | Shares | $416K | 2K |
| Philip Morris Intl Inc | PM | Shares | $411K | 2K |
| Home Depot Inc | HD | Shares | $410K | 1K |
| Spdr Series Trust | SPMD | Shares | $410K | 7K |
| Flexshares Tr | QDF | Shares | $399K | 5K |
| Spdr Series Trust | SPAB | Shares | $393K | 15K |
| Wisdomtree Tr | USFR | Shares | $392K | 8K |
| Schwab Strategic Tr | SCHD | Shares | $372K | 12K |
| Spdr Index Shs Fds | DWX | Shares | $362K | 8K |
| Blackrock Inc | BLK | Shares | $347K | 361 |
| Spdr Index Shs Fds | GWX | Shares | $345K | 8K |
| Spdr Series Trust | RWR | Shares | $342K | 3K |
| Merck Co Inc | MRK | Shares | $337K | 3K |
| Prudential Finl Inc | PRU | Shares | $337K | 3K |
| Bank America Corp | BAC | Shares | $324K | 7K |
| Spdr Series Trust | PSK | Shares | $323K | 10K |
| Southern Co | SO | Shares | $316K | 3K |
| Bank New York Mellon Corp | BNY | Shares | $316K | 3K |
| Wisdomtree Tr | DDWM | Shares | $315K | 7K |
| Wells Fargo Co | WFC | Shares | $313K | 4K |
| Verizon Communications Inc | VZ | Shares | $313K | 6K |
| Metlife Inc | MET | Shares | $310K | 4K |
| Spdr Series Trust | SPLB | Shares | $308K | 14K |
| Kinder Morgan Inc Del | KMI | Shares | $302K | 9K |
| Coca Cola Co | KO | Shares | $301K | 4K |
| Tesla Inc | TSLA | Shares | $294K | 792 |
| International Business Machs | IBM | Shares | $292K | 1K |
| Spdr Series Trust | SPYD | Shares | $288K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.