WealthPoint Financial, LLC - Portfolio overview

WealthPoint Financial, LLC has 117 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 4.75%
2. DYNF - BLACKROCK ETF TRUST, 4.25%
3. IVE - ISHARES TR, 4.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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