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Portfolio (Quarterly) Guide ↗

High Point Wealth Management, LLC

· CIK 0002106882
13F Portfolio $104M AUM 250 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 65 Added 48 Reduced 26 Exited
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DEI DOUGLAS EMMETT INC COM Real Estate 1,043.0 $10K 0.01% +17.0 +1.7% $9.42 +21.6%
62 LEA LEAR CORP Consumer Cyclical 73.0 $9K 0.01% +1.0 +1.4% $120.89 +14.5%
63 EFC ELLINGTON FINANCIAL INC COM Real Estate 516.0 $6K 0.01% +16.0 +3.2% $11.85 +14.5%
64 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 120.0 $6K 0.01% +1.0 +0.8% $49.61 +29.6%
65 CLOZ ELDRIDGE BBB-B CLO ETF 150.0 $4K 0.00% +3.0 +2.0% $25.68 +2.9%
Page 4 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 35.0%
Financial Services 19.8%
Technology 8.9%
Communication Services 7.5%
Consumer Defensive 7.4%
Real Estate 7.1%
Healthcare 6.2%
Consumer Cyclical 4.7%
Energy 1.8%
Industrials 1.5%