account_balance

Investment manager · 13F filer · SEC CIK 2106882

High Point Wealth Management, LLC

Reported value$126Mas of Sep 30, 2026
Positions301 54 new, 3 sold out
Top 10 weight42.4%IYW alone is 11%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IYW iShares Dj US Technology 10.6% Held
FTEC Fidelity MSCI Information Technology Index ETF 7.0% Held
FDVV Fidelity High Dividend ETF 5.3% Added +2%
CIBR First Trust Nasdaq Cybersecurity ETF 4.3% Added +4%
SOXX iShares Semiconductor ETF 3.1% Trimmed −5%
HDV iShares Tr High Divid Equity Fd 3.0% Added +4%
SO Southern Co 2.5% HeldPEG Public Service Enterprise Group Inc 2.3% Trimmed −2%WELL Welltower Inc. 2.2% Added +4%
IVV iShares S&P 500 Index 2.1% Held
SKYY First Trust Cloud Computing ETF 2.1% Held
ED Consolidated Edison Inc 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 20, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • IGM −37%
  • Wells Fargo & Co Perp PFD CNV A −17%
  • PKB −6%
  • HOOD −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist