Anchor Pointe Wealth Management, LLC — 13F holdings

Anchor Pointe Wealth Management, LLC reported 88 holdings worth $76.9M in its 13F filing for Q4 2024, filed March 11, 2025.

Largest positions

  1. MGK VANGUARD WORLD FD — $6.94M (9.0%)
  2. MGV VANGUARD WORLD FD — $4.79M (6.2%)
  3. PG Procter And Gamble Co — $3.45M (4.5%)
  4. AAPL APPLE INC — $3.27M (4.3%)
  5. IVV ISHARES TR — $3.05M (4.0%)
  6. MINT PIMCO ETF TR — $2.39M (3.1%)
  7. IVW ISHARES TR — $2.39M (3.1%)
  8. QUAL ISHARES TR — $2.02M (2.6%)
  9. GOVT ISHARES TR — $1.99M (2.6%)
  10. VBR VANGUARD INDEX FDS — $1.98M (2.6%)