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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 5 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PNW PINNACLE WEST CAP CORP COM Utilities 2,257.0 $227K 0.22% +367.0 +19.4% $100.77 +1.2%
82 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2,000.0 $218K 0.21% $108.99 -0.8%
83 EVRG EVERGY INC COM Utilities 2,572.0 $211K 0.20% NEW $81.92 +2.1%
84 EXC EXELON CORP COM Utilities 4,260.0 $209K 0.20% $49.03 -7.5%
85 MRK MERCK & CO INC Healthcare 1,659.0 $200K 0.19% -105.0 -6.0% $120.32 -3.7%
86 SMH VANECK SEMICONDUCTOR ETF 512.0 $196K 0.19% -419.0 -45.0% $383.74 +47.9%
87 FFLG FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF 7,017.0 $195K 0.19% $27.81 +22.0%
88 USB US BANCORP COM NEW Financial Services 3,619.0 $188K 0.18% +187.0 +5.5% $52.01 +4.8%
89 ILCB ISHARES TR LRGE CORE INDX ETF 2,000.0 $180K 0.17% $89.86 +14.4%
90 O REALTY INCOME CORP Real Estate 2,913.0 $178K 0.17% -264.0 -8.3% $61.17 +1.7%
91 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,220.0 $176K 0.17% +240.0 +24.5% $144.40 -1.4%
92 GLD SPDR GOLD SHARES Financial Services 386.0 $166K 0.16% +110.0 +39.9% $430.29 -3.1%
93 TJX TJX COS INC NEW COM Consumer Cyclical 968.0 $155K 0.15% $159.71 -0.3%
94 EQIX EQUINIX INC COM Real Estate 146.0 $143K 0.14% $981.62 +9.9%
95 PFF ISHARES S&P U.S. PREFERRED STOCK ETF 4,671.0 $142K 0.14% -5K -51.1% $30.32 +2.7%
96 IWD ISHARES RUSSELL 1000 VALUE ETF 659.0 $141K 0.14% $213.63 +9.9%
97 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 860.0 $126K 0.12% -1K -56.8% $146.28 -6.2%
98 MS MORGAN STANLEY Financial Services 736.0 $121K 0.12% -245.0 -25.0% $164.51 +21.9%
99 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 2,698.0 $121K 0.12% $44.72 +10.5%
100 MA MASTERCARD INC Financial Services 237.0 $118K 0.11% $499.92 -0.1%
Page 5 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%