WealthPoint Financial, LLC — 13F holdings

WealthPoint Financial, LLC reported 126 holdings worth $137M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $13.2M (9.6%)
  2. DYNF BLACKROCK ETF TRUST — $5.20M (3.8%)
  3. IVW ISHARES TR — $5.04M (3.7%)
  4. IVE ISHARES TR — $4.69M (3.4%)
  5. IUSB ISHARES TR — $4.65M (3.4%)
  6. ACWX ISHARES TR — $3.67M (2.7%)
  7. CORO BLACKROCK ETF TRUST — $3.41M (2.5%)
  8. SPY SPDR S&P 500 ETF TR — $3.40M (2.5%)
  9. SCHG SCHWAB STRATEGIC TR — $3.00M (2.2%)
  10. EPS WISDOMTREE TR — $2.96M (2.2%)