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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 11 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QQQ INVESCO QQQ TRUST SERIES I Financial Services 25.0 $16K 0.01% NEW $620.72 +15.1%
202 PNC PNC FINL SVCS GROUP INC COM Financial Services 70.0 $15K 0.01% NEW $208.73 +3.9%
203 SLG SL GREEN RLTY CORP COM Real Estate 311.0 $14K 0.01% NEW $45.91 -9.7%
204 XLB MATERIALS SELECT SECTOR SPDR 296.0 $13K 0.01% NEW $45.35 +10.3%
205 IHE ISHARES DJ US PHARMA INDEX F 152.0 $13K 0.01% NEW $85.07 +6.3%
206 MU MICRON TECHNOLOGY INC COM Technology 45.0 $13K 0.01% NEW $286.31 +166.2%
207 SLV ISHARES SILVER TRUST Financial Services 196.0 $13K 0.01% NEW $64.42 +7.8%
208 GPN GLOBAL PMTS INC COM Industrials 158.0 $12K 0.01% NEW $77.31 -6.1%
209 DEI DOUGLAS EMMETT INC COM Real Estate 1,026.0 $11K 0.01% NEW $10.99 +4.3%
210 FITE STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF 122.0 $10K 0.01% NEW $85.48 +22.0%
211 HUM HUMANA INC COM Healthcare 40.0 $10K 0.01% NEW $257.90 +17.8%
212 PMT PENNYMAC MTG INVT TR COM Real Estate 800.0 $10K 0.01% NEW $12.55 -16.3%
213 VLGEA VILLAGE SUPER MKT INC CL A NEW Consumer Defensive 264.0 $9K 0.01% NEW $35.45 +30.1%
214 ZTS ZOETIS INC COM CL A Healthcare 70.0 $9K 0.01% NEW $126.51 -37.0%
215 MKL MARKEL GROUP INC COM Financial Services 4.0 $9K 0.01% NEW $2149.75 -13.8%
216 ANNALY CAPITAL MANAGEMENT INC 375.0 $8K 0.01% NEW $22.36
217 LEA LEAR CORP Consumer Cyclical 72.0 $8K 0.01% NEW $115.26 +20.1%
218 IDU ISHARES DOW JONES US UTILITIES 73.0 $8K 0.01% NEW $108.18 +5.0%
219 VOOG VANGUARD S&P 500 GROWTH ETF 16.0 $7K 0.01% NEW $439.94 -81.3%
220 DEO DIAGEO PLC Consumer Defensive 80.0 $7K 0.01% NEW $86.28 -0.3%
Page 11 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%