account_balance
Investment manager · 13F filer · SEC CIK 2040860
WealthPoint Financial, LLC
Reported value$140Mas of Sep 30, 2026
Positions126 7 new, 7 sold out
Top 10 weight38.3%SPYM alone is 10%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
9.8%
ACWXiShares Tr
4.7%Added +80%
IVWiShares Tr
3.7%
IUSBiShares Tr
3.7%Added +17%
DYNFBlackRock ETF Trust
3.7%Trimmed −2%
IVEiShares Tr
3.3%
SCHZSchwab Strategic Tr
2.4%Added +21%
COROBlackRock ETF Trust
2.4%
SCHGSchwab Strategic Tr
2.4%Added +4%
EPSWisdomtree Tr
2.2%
SPYSPDR S&P 500 ETF Trust
2.2%Trimmed −13%
AGGYWisdomtree Tr
2.0%
SPYMSPDR Series Trust
9.8%
ACWXiShares Tr
4.7%
IVWiShares Tr
3.7%
IUSBiShares Tr
3.7%+17%
DYNFBlackRock ETF Trust
3.7%−2%
IVEiShares Tr
3.3%
SCHZSchwab Strategic Tr
2.4%
COROBlackRock ETF Trust
2.4%
SCHGSchwab Strategic Tr
2.4%
EPS2.2%
SPY2.2%AGGY2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 9.8% Held
ACWX iShares Tr 4.7% Added +80%
IVW iShares Tr 3.7% Held
IUSB iShares Tr 3.7% Added +17%
DYNF BlackRock ETF Trust 3.7% Trimmed −2%
IVE iShares Tr 3.3% Held
SCHZ Schwab Strategic Tr 2.4% Added +21%
CORO BlackRock ETF Trust 2.4% Held
SCHG Schwab Strategic Tr 2.4% Added +4%
EPS Wisdomtree Tr 2.2% Held
SPY SPDR S&P 500 ETF Trust 2.2% Trimmed −13%AGGY Wisdomtree Tr 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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