WealthPoint Financial, LLC: 13F holdings
CIK 20408602026Q2
| Positions | 126 |
|---|
| Reported value | $137.2m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 126 (+5 vs prior quarter) |
|---|
| Reported value | $137.2m (+14.8%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 150,414 | $13.2m | 9.6% |
| DYNF BLACKROCK ETF TRUST | 76,506 | $5.2m | 3.8% |
| IWF ISHARES TR | 36,630 | $5.0m | 3.7% |
| IVE ISHARES TR | 20,661 | $4.7m | 3.4% |
| IUSB ISHARES TR | 100,866 | $4.7m | 3.4% |
| ACWX ISHARES TR | 48,167 | $3.7m | 2.7% |
| CORO BLACKROCK ETF TRUST | 93,045 | $3.4m | 2.5% |
| SPY STATE STR SPDR SP 500 ETF T | 4,549 | $3.4m | 2.5% |
| SCHG SCHWAB STRATEGIC TR | 88,625 | $3.0m | 2.2% |
| EPS WISDOMTREE TR | 38,025 | $3.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2040860")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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