StockDriftsStockDriftsTop 50 High Point Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES DJ US TECHNOLOGY | 10.47% | 50.7K | $12.8M | -2.66%(-1.38K) | $197.77(+27.57%) | 2026-06-30 | |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 6.87% | 29.4K | $8.4M | +2.37%(+681) | $223.17(+28.75%) | 2026-06-30 | |
| FDVV | FIDELITY HIGH DIVIDEND ETF | 5.35% | 108.4K | $6.5M | +0.24%(+258) | $56.19(+13.57%) | 2026-06-30 | |
| SOXX | ISHARES SEMICONDUCTOR ETF | 3.78% | 7.2K | $4.6M | +6.39%(+433) | $304.82(+75.96%) | 2026-06-30 | |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 3.74% | 50.9K | $4.6M | -5.31%(-2.85K) | $73.73(+34.53%) | 2026-06-30 | |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | 2.96% | 44.6K | $3.6M | +0.47%(+209) | $81.83(-8.35%) | 2026-06-30 | |
| SO | SOUTHERN CO COM | 2.92% | 37.3K | $3.6M | +1.14%(+420) | $91.08(+0.91%) | 2026-06-30 | |
| HDV | ISHARES TR HIGH DIVID EQUITY FD | 2.92% | 130.2K | $3.6M | +1.00%(+1.29K) | $24.47(+18.95%) | 2026-06-30 | |
| IVV | ISHARES S&P 500 INDEX | 2.17% | 3.5K | $2.7M | +0.20%(+7) | $677.15(+14.80%) | 2026-06-30 | |
| WELL | HEALTH CARE REIT INC | 2.14% | 11.5K | $2.6M | +3.81%(+423) | $184.41(+23.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.32% |
High Point Wealth Management, LLC reports $122.24M in US-listed equity holdings across 250 positions in its most recent 13F filing. Its largest disclosed positions are IYW (10.5%), FTEC (6.9%) and FDVV (5.3%). The top 20 holdings account for 58.76% of reported assets. Its disclosed equity book has returned +14.58% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from High Point Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2106882). View High Point Wealth Management, LLC’s 13F filings on SEC