WealthPoint Financial, LLC
WealthPoint Financial, LLC reported 126 positions worth $137.2M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPYM (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $13.2M | 9.64% | 150,414 | — | — | |
| ▸ 2 | DYNF | SH | $5.2M | 3.79% | 76,506 | — | — | |
| ▸ 3 | IVW | SH | $5.0M | 3.67% | 36,630 | — | — | |
| ▸ 4 | IVE | SH | $4.7M | 3.42% | 20,661 | — | — | |
| ▸ 5 | IUSB | SH | $4.7M | 3.39% | 100,866 | — | — | |
| ▸ 6 | ACWX | SH | $3.7M | 2.67% | 48,167 | — | — | |
| ▸ 7 | CORO | SH | $3.4M | 2.48% | 93,045 | — | — | |
| ▸ 8 | SPY | SH | $3.4M | 2.48% | 4,549 | — | — | |
| ▸ 9 | SCHG | SH | $3.0M | 2.19% | 88,625 | — | — | |
| ▸ 10 | EPS | SH | $3.0M | 2.16% | 38,025 | — | — |
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Frequently Asked Questions
What stocks does WealthPoint Financial, LLC hold as of Q2 2026?
WealthPoint Financial, LLC reported 126 positions worth $137.2M in its Q2 2026 13F filing. Largest positions: SPYM (9.6%), DYNF (3.8%), IVW (3.7%), IVE (3.4%) and IUSB (3.4%).
What did WealthPoint Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WealthPoint Financial, 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.