High Point Wealth Management, LLC

Name: High Point Wealth Management, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002106882 · CHESTER, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗

High Point Wealth Management, LLC reported 250 positions worth $122.2M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: IYW (10.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$122.2M

2026 Q2

Positions

250

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

43.3%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 250 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IYW	ISHARES DJ US TECHNOLOGY	SH	$12.8M	10.47%	50,732	—	—
▸ 2	FTEC	FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF	SH	$8.4M	6.87%	29,412	—	—
▸ 3	FDVV	FIDELITY HIGH DIVIDEND ETF	SH	$6.5M	5.35%	108,405	—	—
▸ 4	SOXX	ISHARES SEMICONDUCTOR ETF	SH	$4.6M	3.78%	7,205	—	—
▸ 5	CIBR	FIRST TRUST NASDAQ CYBERSECURITY ETF	SH	$4.6M	3.74%	50,935	—	—
▸ 6	PEG	PUBLIC SVC ENTERPRISE GROUP COM	SH	$3.6M	2.96%	44,572	—	—
▸ 7	SO	SOUTHERN CO COM	SH	$3.6M	2.92%	37,339	—	—
▸ 8	HDV	ISHARES TR HIGH DIVID EQUITY FD	SH	$3.6M	2.92%	130,155	—	—
▸ 9	IVV	ISHARES S&P 500 INDEX	SH	$2.7M	2.17%	3,547	—	—
▸ 10	WELL	HEALTH CARE REIT INC	SH	$2.6M	2.14%	11,535	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does High Point Wealth Management, LLC hold as of Q2 2026?

High Point Wealth Management, LLC reported 250 positions worth $122.2M in its Q2 2026 13F filing. Largest positions: IYW (10.5%), FTEC (6.9%), FDVV (5.3%), SOXX (3.8%) and CIBR (3.7%).

What did High Point Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did High Point Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.