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Portfolio (Quarterly) Guide ↗

High Point Wealth Management, LLC

· CIK 0002106882
13F Portfolio $107M AUM 247 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 247 New
Page 10 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EBAY EBAY INC Consumer Cyclical 300.0 $26K 0.03% NEW $87.10 +34.5%
182 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 286.0 $26K 0.02% NEW $89.20 +18.1%
183 ITB ISHARES U.S. HOME CONSTRUCTION ETF 260.0 $25K 0.02% NEW $96.30 -5.7%
184 TXN TEXAS INSTRS INC COM Technology 143.0 $25K 0.02% NEW $173.38 +75.8%
185 FNCL FIDELITY MSCI FINANCIALS INDEX ETF 304.0 $24K 0.02% NEW $77.62 -4.9%
186 IBB ISHARES NASDAQ BIOTECHNOLOGY 139.0 $23K 0.02% NEW $168.77 +0.2%
187 ESPO VANECK VIDEO GAMING AND ESPORTS ETF 214.0 $22K 0.02% NEW $103.66 -14.0%
188 CMCSA COMCAST CORP NEW CL A Communication Services 740.0 $22K 0.02% NEW $29.89 -16.1%
189 PSX PHILLIPS 66 COM Energy 171.0 $22K 0.02% NEW $129.06 +39.0%
190 IWV ISHARES RUSSELL 3000 ETF 57.0 $22K 0.02% NEW $385.18 +9.2%
191 UHAL U HAUL HOLDING COMPANY COM Industrials 430.0 $22K 0.02% NEW $50.41 -0.3%
192 SCHX SCHWAB U.S. LARGE-CAP ETF 784.0 $21K 0.02% NEW $26.91 +8.5%
193 PRU PRUDENTIAL FINL INC Financial Services 175.0 $20K 0.02% NEW $112.88 -8.6%
194 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 61.0 $19K 0.02% NEW $307.74 +20.4%
195 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 204.0 $19K 0.02% NEW $91.30 +13.2%
196 PYPL PAYPAL HLDGS INC COM Financial Services 300.0 $18K 0.02% NEW $58.38 -24.0%
197 BDX BECTON DICKINSON & CO COM Healthcare 90.0 $17K 0.02% NEW $194.19 -24.7%
198 NVS NOVARTIS AG ADR Healthcare 123.0 $17K 0.02% NEW $137.60 +10.3%
199 FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF 306.0 $16K 0.01% NEW $53.44 +8.8%
200 ADBE ADOBE SYS INC Technology 45.0 $16K 0.01% NEW $350.00 -30.3%
Page 10 of 13  ·  247 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 33.3%
Financial Services 20.7%
Technology 12.2%
Communication Services 7.8%
Consumer Defensive 7.1%
Real Estate 6.3%
Healthcare 5.5%
Consumer Cyclical 4.8%
Energy 1.2%
Industrials 1.1%