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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 3 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 2,157.0 $652K 0.63% $302.17 +9.5%
42 AEP AMERICAN ELEC PWR CO INC COM Utilities 4,917.0 $645K 0.62% $131.08 -1.1%
43 QTUM DEFIANCE QUANTUM ETF 5,943.0 $638K 0.61% +697.0 +13.3% $107.29 +39.2%
44 SPY STATE STREET SPDR S&P 500 ETF Financial Services 955.0 $621K 0.60% +123.0 +14.8% $650.24 +14.2%
45 JNJ JOHNSON & JOHNSON COM Healthcare 2,493.0 $609K 0.59% $244.47 -5.2%
46 META META PLATFORMS INC CL A Communication Services 1,053.0 $602K 0.58% +436.0 +70.7% $571.88 +6.2%
47 ABBV ABBVIE INC COM Healthcare 2,685.0 $584K 0.56% +742.0 +38.2% $217.53 -1.3%
48 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 11,731.0 $579K 0.56% -86.0 -0.7% $49.37 +4.8%
49 XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 4,067.0 $579K 0.56% -17K -80.3% $142.28 +13.8%
50 GILD GILEAD SCIENCES INC COM Healthcare 4,106.0 $572K 0.55% +941.0 +29.7% $139.36 -6.4%
51 GS GOLDMAN SACHS GROUP INC COM Financial Services 673.0 $569K 0.55% +165.0 +32.5% $845.50 +16.9%
52 AEE AMEREN CORP Utilities 4,966.0 $546K 0.53% $109.92 -0.1%
53 AAPL APPLE INC Technology 1,944.0 $493K 0.48% $253.74 +20.2%
54 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 5,875.0 $470K 0.45% $80.05 +15.5%
55 AVGO AVAGO TECHNOLOGIES LTD Technology 1,510.0 $467K 0.45% $309.42 +34.0%
56 PKB INVESCO BUILDING & CONSTRUCTION ETF 4,713.0 $460K 0.44% +4K +309.1% $97.57 +3.5%
57 VGT VANGUARD INFORMATION TECHNOLOGY 652.0 $455K 0.44% -565.0 -46.4% $698.06 -83.6%
58 SNOW SNOWFLAKE INC COM SHS Technology 2,900.0 $437K 0.42% -50.0 -1.7% $150.82 +10.7%
59 VTV VANGUARD VALUE ETF 2,218.0 $435K 0.42% -87.0 -3.8% $196.24 +6.5%
60 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 5,948.0 $412K 0.40% -2K -27.0% $69.30 +9.6%
Page 3 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%