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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 5 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XOM EXXON MOBIL CORP COM Energy 2,009.0 $242K 0.23% NEW $120.32 +29.9%
82 FLRG FIDELITY U.S. MULTIFACTOR ETF 6,200.0 $235K 0.22% NEW $37.95 +6.6%
83 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2,000.0 $220K 0.21% NEW $110.19 -1.8%
84 TIP ISHARES TIPS BOND ETF 2,000.0 $220K 0.21% NEW $109.91 +0.4%
85 IYK ISHARES DOW JONES US CONSUMER GOODS 3,283.0 $220K 0.21% NEW $66.92 +8.3%
86 FFLG FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF 7,017.0 $210K 0.20% NEW $29.94 +13.3%
87 VFH VANGUARD FINANCIALS ETF 1,566.0 $209K 0.20% NEW $133.49 -4.9%
88 ILCB ISHARES TR LRGE CORE INDX ETF 2,000.0 $189K 0.18% NEW $94.38 +8.9%
89 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 1,555.0 $186K 0.17% NEW $119.44 -0.6%
90 MRK MERCK & CO INC Healthcare 1,764.0 $186K 0.17% NEW $105.26 +10.1%
91 EXC EXELON CORP COM Utilities 4,254.0 $185K 0.17% NEW $43.59 +4.0%
92 USB US BANCORP DEL COM NEW Financial Services 3,432.0 $183K 0.17% NEW $53.36 +2.1%
93 O REALTY INCOME CORP Real Estate 3,177.0 $179K 0.17% NEW $56.37 +10.4%
94 MS MORGAN STANLEY Financial Services 981.0 $174K 0.16% NEW $177.53 +12.9%
95 PNW PINNACLE WEST CAP CORP COM Utilities 1,890.0 $168K 0.16% NEW $88.72 +14.9%
96 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 1,423.0 $168K 0.16% NEW $117.72 -1.4%
97 TJX TJX COS INC NEW COM Consumer Cyclical 968.0 $149K 0.14% NEW $153.62 +3.6%
98 PG PROCTER & GAMBLE CO COM Consumer Defensive 980.0 $140K 0.13% NEW $143.26 -0.6%
99 IWD ISHARES RUSSELL 1000 VALUE ETF 659.0 $139K 0.13% NEW $210.30 +11.6%
100 MA MASTERCARD INC Financial Services 237.0 $135K 0.13% NEW $571.16 -12.5%
Page 5 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%