StockDriftsStockDriftsTop 50 WealthPoint Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 9.64% | 150.4K | $13.2M | +121.11%(+82.39K) | $80.29(+13.38%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.79% | 76.5K | $5.2M | -4.73%(-3.80K) | $60.01(+16.69%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.67% | 36.6K | $5.0M | +8.84%(+2.98K) | $122.08(+16.12%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.42% | 20.7K | $4.7M | -8.83%(-2.00K) | $209.29(+13.11%) | 2026-06-30 | |
| IUSB | ISHARES TR | 3.39% | 100.9K | $4.7M | +101.93%(+50.91K) | $46.37(-1.99%) | 2026-06-30 | |
| ACWX | ISHARES TR | 2.67% | 48.2K | $3.7M | new | $71.20(+8.84%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 2.48% | 93.0K | $3.4M | new | $33.86(+9.08%) | 2026-06-30 | |
| SPY | STATE STR SPDR SP 500 ETF T | 2.48% | 4.5K | $3.4M | +13.07%(+526) | $675.82(+14.46%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.19% | 88.6K | $3.0M | +20.16%(+14.87K) | $32.05(+11.63%) | 2026-06-30 | |
| EPS | WISDOMTREE TR | 2.16% | 38.0K | $3.0M | +9.61%(+3.33K) | $70.08(+16.12%) | 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 | — | — | — | — | +8.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.68% |
WealthPoint Financial, LLC reports $137.16M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (9.6%), DYNF (3.8%) and IVW (3.7%). The top 20 holdings account for 53.39% of reported assets. Its disclosed equity book has returned +8.08% 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 WealthPoint Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040860). View WealthPoint Financial, LLC’s 13F filings on SEC