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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 2 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FCLD FIDELITY CLOUD COMPUTING ETF 44,567.0 $1.2M 1.17% -8K -14.5% $27.13 +29.4%
22 BANK AMERICA CORP 7.25CNV PFD L 1,010.0 $1.2M 1.16% +150.0 +17.4% $1191.56
23 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 11,323.0 $1.2M 1.16% -2K -13.9% $106.01 +1.2%
24 QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS Financial Services 44,553.0 $1.2M 1.15% +5K +12.5% $26.67 +14.3%
25 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 21,818.0 $1.1M 1.07% +12K +112.7% $50.81 +7.3%
26 GOOGL GOOGLE INC Communication Services 3,580.0 $1.0M 0.99% +137.0 +4.0% $287.53 +34.8%
27 WELLS FARGO & CO PERP PFD CNV A 885.0 $1.0M 0.99% +115.0 +14.9% $1155.00
28 RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 5,283.0 $1.0M 0.98% -737.0 -12.2% $191.90 +6.7%
29 GOOG ALPHABET INC CAP STK CL C Communication Services 3,531.0 $1.0M 0.98% $286.84 +33.7%
30 SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM Financial Services 60,031.0 $965K 0.93% +35K +139.6% $16.07 +11.5%
31 FIDELITY MSCI HEALTH CARE INDEX ETF 13,006.0 $915K 0.88% +1K +10.7% $70.36
32 IYH ISHARES TR DOW JONES U S HEALTHCARE 13,808.0 $851K 0.82% $61.64 +1.1%
33 IAU ISHARES GOLD TRUST ETF Financial Services 8,847.0 $780K 0.75% +5K +103.6% $88.16 -3.1%
34 DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 31,386.0 $752K 0.73% +15K +87.9% $23.96 +27.5%
35 XLP CONSUMER STAPLES SELECT SECTOR SPDR 9,133.0 $749K 0.72% -772.0 -7.8% $81.98 +3.3%
36 DUK DUKE ENERGY CORP NEW COM NEW Utilities 5,514.0 $722K 0.70% +174.0 +3.3% $130.94 -4.8%
37 JPM JPMORGAN CHASE & CO COM Financial Services 2,454.0 $722K 0.70% +675.0 +37.9% $294.20 +3.0%
38 MSFT MICROSOFT Technology 1,872.0 $693K 0.67% +122.0 +7.0% $370.10 +13.2%
39 ENTERGY CORP NEW COM 6,117.0 $687K 0.66% $112.36
40 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 14,692.0 $674K 0.65% +79.0 +0.5% $45.89 -1.9%
Page 2 of 13  ·  250 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%