Sponsored

The Analysis of WealthPoint Financial, LLC's Holdings & P&L

Currently, WealthPoint Financial, LLC holds 117 types of securities in its portfolio with a total value $114.9M.

1M P&L

+1.3M+1.15%

3M P&L

+3.5M+3.17%

HY P&L

+6.6M+6.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A87.2M

79.7%

2Capital Markets2.8M

2.6%

3Semiconductors2.1M

1.9%

Top Industries by Stock Count

1N/A65 stocks

59.6%

2Drug Manufacturers - General4 stocks

3.7%

3Banks - Diversified4 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST68.0K shares0.00%2026-03-312026-04-23

DYNF BLACKROCK ETF TRUST80.3K shares0.00%2026-03-312026-04-23

IVE ISHARES TR22.7K shares0.00%2026-03-312026-04-23

IVW ISHARES TR33.7K shares0.00%2026-03-312026-04-23

XLG INVESCO EXCHANGE TRADED FD T69.2K shares0.00%2026-03-312026-04-23

EFV ISHARES TR45.3K shares0.00%2026-03-312026-04-23

SPY SPDR SP 500 ETF TR4.0K shares0.00%2026-03-312026-04-23

SCHZ SCHWAB STRATEGIC TR116.6K shares0.00%2026-03-312026-04-23

Sponsored

AGGY WISDOMTREE TR61.2K shares0.00%2026-03-312026-04-23

IEMG ISHARES INC38.3K shares0.00%2026-03-312026-04-23

LPLA LPL FINL HLDGS INC7.2K shares0.00%2026-03-312026-04-23

EPS WISDOMTREE TR34.7K shares0.00%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR73.8K shares0.00%2026-03-312026-04-23

XTEN BONDBLOXX ETF TRUST51.5K shares0.00%2026-03-312026-04-23

DGRW WISDOMTREE TR26.5K shares0.00%2026-03-312026-04-23

IUSB ISHARES TR50.0K shares0.00%2026-03-312026-04-23

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD147.3K shares0.00%2026-03-312026-04-23

QUAL ISHARES TR10.2K shares0.00%2026-03-312026-04-23

BAI BLACKROCK ETF TRUST58.9K shares0.00%2026-03-312026-04-23

SPMO INVESCO EXCH TRADED FD TR II16.1K shares0.00%2026-03-312026-04-23

THRO BLACKROCK ETF TRUST48.8K shares0.00%2026-03-312026-04-23

MTGP WISDOMTREE TR38.7K shares0.00%2026-03-312026-04-23

MSFT MICROSOFT CORP3.5K shares0.00%2026-03-312026-04-23

AAPL APPLE INC6.1K shares0.00%2026-03-312026-04-23

Sponsored

AVEM AMERICAN CENTY ETF TR21.3K shares0.00%2026-03-312026-04-23

NVDA NVIDIA CORPORATION8.6K shares0.00%2026-03-312026-04-23

XLSR SSGA ACTIVE TR25.1K shares0.00%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS34.5K shares0.00%2026-03-312026-04-23

MBB ISHARES TR15.2K shares0.00%2026-03-312026-04-23

GLDM WORLD GOLD TR16.1K shares0.00%2026-03-312026-04-23

WTV WISDOMTREE TR14.1K shares0.00%2026-03-312026-04-23

IAGG ISHARES TR22.1K shares0.00%2026-03-312026-04-23

Sponsored

TLH ISHARES TR10.4K shares0.00%2026-03-312026-04-23

BINC BLACKROCK ETF TRUST II19.5K shares0.00%2026-03-312026-04-23

XOM EXXON MOBIL CORP8.5K shares0.00%2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS21.3K shares0.00%2026-03-312026-04-23

USMF WISDOMTREE TR18.8K shares0.00%2026-03-312026-04-23

SPTL SPDR SERIES TRUST32.3K shares0.00%2026-03-312026-04-23

SHLD GLOBAL X FDS13.0K shares0.00%2026-03-312026-04-23

JPM JPMORGAN CHASE CO2.5K shares0.00%2026-03-312026-04-23

Sponsored

META META PLATFORMS INC1.2K shares0.00%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.5K shares0.00%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.6K shares0.00%2026-03-312026-04-23

QSIG WISDOMTREE TR13.3K shares0.00%2026-03-312026-04-23

EMHC SPDR SERIES TRUST25.4K shares0.00%2026-03-312026-04-23

GLD SPDR GOLD TR1.5K shares0.00%2026-03-312026-04-23

SPSM SPDR SERIES TRUST12.4K shares0.00%2026-03-312026-04-23

COP CONOCOPHILLIPS6.0K shares0.00%2026-03-312026-04-23

Sponsored

FISR SSGA ACTIVE TR21.0K shares0.00%2026-03-312026-04-23

PG PROCTER AND GAMBLE CO3.7K shares0.00%2026-03-312026-04-23

QGRW WISDOMTREE TR8.9K shares0.00%2026-03-312026-04-23

SRLN SSGA ACTIVE ETF TR12.1K shares0.00%2026-03-312026-04-23

BROADCOM INC BROADCOM INC1.4K shares0.00%2026-03-312026-04-23

SPIN SSGA ACTIVE TR15.0K shares0.00%2026-03-312026-04-23

MTUM ISHARES TR1.9K shares0.00%2026-03-312026-04-23

AMZN AMAZON COM INC2.0K shares0.00%2026-03-312026-04-23

Sponsored

DGRS WISDOMTREE TR9.2K shares0.00%2026-03-312026-04-23

MERCK CO INC MERCK CO INC4.3K shares0.00%2026-03-312026-04-23

QHY WISDOMTREE TR9.8K shares0.00%2026-03-312026-04-23

DON WISDOMTREE TR8.8K shares0.00%2026-03-312026-04-23

HD HOME DEPOT INC1.3K shares0.00%2026-03-312026-04-23

PH PARKER HANNIFIN CORP507 shares0.00%2026-03-312026-04-23

QCOM QUALCOMM INC2.6K shares0.00%2026-03-312026-04-23

PRU PRUDENTIAL FINL INC3.9K shares0.00%2026-03-312026-04-23

Sponsored

ABBV ABBVIE INC1.9K shares0.00%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR15.7K shares0.00%2026-03-312026-04-23

GII SPDR INDEX SHS FDS6.1K shares0.00%2026-03-312026-04-23

JNJ JOHNSON JOHNSON2.0K shares0.00%2026-03-312026-04-23

IQDF FLEXSHARES TR13.4K shares0.00%2026-03-312026-04-23

WMT WALMART INC3.6K shares0.00%2026-03-312026-04-23

QDF FLEXSHARES TR4.9K shares0.00%2026-03-312026-04-23

BAC BANK AMERICA CORP7.1K shares0.00%2026-03-312026-04-23

Sponsored

CSCO CISCO SYS INC5.0K shares0.00%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC339 shares0.00%2026-03-312026-04-23

CAT CATERPILLAR INC633 shares0.00%2026-03-312026-04-23

USFR WISDOMTREE TR7.2K shares0.00%2026-03-312026-04-23

SPHY SPDR SERIES TRUST15.2K shares0.00%2026-03-312026-04-23

WFC WELLS FARGO CO NEW3.9K shares0.00%2026-03-312026-04-23

EBND SPDR SERIES TRUST16.3K shares0.00%2026-03-312026-04-23

MET METLIFE INC4.3K shares0.00%2026-03-312026-04-23

Sponsored

SPMD SPDR SERIES TRUST5.9K shares0.00%2026-03-312026-04-23

TSLA TESLA INC703 shares0.00%2026-03-312026-04-23

T ATT INC12.7K shares0.00%2026-03-312026-04-23

CERY SPDR SERIES TRUST11.0K shares0.00%2026-03-312026-04-23

EMB ISHARES TR3.3K shares0.00%2026-03-312026-04-23

DDWM WISDOMTREE TR7.2K shares0.00%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC1.9K shares0.00%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC7.5K shares0.00%2026-03-312026-04-23

Sponsored

HYGV FLEXSHARES TR7.4K shares0.00%2026-03-312026-04-23

AJG GALLAGHER ARTHUR J CO1.1K shares0.00%2026-03-312026-04-23

DWX SPDR INDEX SHS FDS6.6K shares0.00%2026-03-312026-04-23

GWX SPDR INDEX SHS FDS7.1K shares0.00%2026-03-312026-04-23

KO COCA COLA CO4.1K shares0.00%2026-03-312026-04-23

SO SOUTHERN CO3.3K shares0.00%2026-03-312026-04-23

RWR SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-04-23

PSK SPDR SERIES TRUST8.2K shares0.00%2026-03-312026-04-23

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP753 shares0.00%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS855 shares0.00%2026-03-312026-04-23

CSX CSX CORP6.8K shares0.00%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL8.9K shares0.00%2026-03-312026-04-23

FITB FIFTH THIRD BANCORP5.2K shares0.00%2026-03-312026-04-23

PEP PEPSICO INC1.7K shares0.00%2026-03-312026-04-23

PLD PROLOGIS INC1.9K shares0.00%2026-03-312026-04-23

PFE PFIZER INC9.5K shares0.00%2026-03-312026-04-23

Sponsored

UNH UNITEDHEALTH GROUP INC706 shares0.00%2026-03-312026-04-23

MCD MCDONALDS CORP763 shares0.00%2026-03-312026-04-23

VTI VANGUARD INDEX FDS694 shares0.00%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC261 shares0.00%2026-03-312026-04-23

USB US BANCORP DEL4.2K shares0.00%2026-03-312026-04-23

SPYD SPDR SERIES TRUST5.2K shares0.00%2026-03-312026-04-23

IJH ISHARES TR3.4K shares0.00%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS2.9K shares0.00%2026-03-312026-04-23

Sponsored

BDX BECTON DICKINSON CO1.1K shares0.00%2026-03-312026-04-23

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC974 shares0.00%2026-03-312026-04-23

D DOMINION ENERGY INC3.7K shares0.00%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP1.8K shares0.00%2026-03-312026-04-23

LLY ELI LILLY CO193 shares0.00%2026-03-312026-04-23

SPYM

SPDR SERIES TRUST

0.00%

Shares68.0K

Event2026-03-31

Filed2026-04-23

DYNF

BLACKROCK ETF TRUST

0.00%

Shares80.3K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

0.00%

Shares22.7K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

0.00%

Shares33.7K

Event2026-03-31

Filed2026-04-23

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares69.2K

Event2026-03-31

Filed2026-04-23

EFV

ISHARES TR

0.00%

Shares45.3K

Event2026-03-31

Filed2026-04-23

SPY

SPDR SP 500 ETF TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-23

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares116.6K

Event2026-03-31

Filed2026-04-23

AGGY

WISDOMTREE TR

0.00%

Shares61.2K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

0.00%

Shares38.3K

Event2026-03-31

Filed2026-04-23

LPLA

LPL FINL HLDGS INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-23

EPS

WISDOMTREE TR

0.00%

Shares34.7K

Event2026-03-31

Filed2026-04-23

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares73.8K

Event2026-03-31

Filed2026-04-23

XTEN

BONDBLOXX ETF TRUST

0.00%

Shares51.5K

Event2026-03-31

Filed2026-04-23

DGRW

WISDOMTREE TR

0.00%

Shares26.5K

Event2026-03-31

Filed2026-04-23

IUSB

ISHARES TR

0.00%

Shares50.0K

Event2026-03-31

Filed2026-04-23

BLUEROCK PVT REAL ESTATE FD

0.00%

Shares147.3K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-23

BAI

BLACKROCK ETF TRUST

0.00%

Shares58.9K

Event2026-03-31

Filed2026-04-23

SPMO

INVESCO EXCH TRADED FD TR II

0.00%

Shares16.1K

Event2026-03-31

Filed2026-04-23

THRO

BLACKROCK ETF TRUST

0.00%

Shares48.8K

Event2026-03-31

Filed2026-04-23

MTGP

WISDOMTREE TR

0.00%

Shares38.7K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-23

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares21.3K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-23

XLSR

SSGA ACTIVE TR

0.00%

Shares25.1K

Event2026-03-31

Filed2026-04-23

SPDW

SPDR INDEX SHS FDS

0.00%

Shares34.5K

Event2026-03-31

Filed2026-04-23

MBB

ISHARES TR

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-23

GLDM

WORLD GOLD TR

0.00%

Shares16.1K

Event2026-03-31

Filed2026-04-23

WTV

WISDOMTREE TR

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-23

IAGG

ISHARES TR

0.00%

Shares22.1K

Event2026-03-31

Filed2026-04-23

TLH

ISHARES TR

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-23

BINC

BLACKROCK ETF TRUST II

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-23

SPEM

SPDR INDEX SHS FDS

0.00%

Shares21.3K

Event2026-03-31

Filed2026-04-23

USMF

WISDOMTREE TR

0.00%

Shares18.8K

Event2026-03-31

Filed2026-04-23

SPTL

SPDR SERIES TRUST

0.00%

Shares32.3K

Event2026-03-31

Filed2026-04-23

SHLD

GLOBAL X FDS

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE CO

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23