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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 6 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 853.0 $132K 0.12% NEW $154.86 -4.3%
102 NFLX NETFLIX INC. COM Communication Services 1,330.0 $125K 0.12% NEW $93.76 -4.8%
103 COF CAPITAL ONE FINANCIAL CORP Financial Services 499.0 $121K 0.11% NEW $242.36 -23.0%
104 XLG INVESCO S&P 500 TOP 50 ETF 2,035.0 $121K 0.11% NEW $59.27 +7.1%
105 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 2,688.0 $119K 0.11% NEW $44.13 +12.0%
106 CRWV COREWEAVE INC COM CL A Technology 1,570.0 $112K 0.11% NEW $71.61 +50.2%
107 EQIX EQUINIX INC COM Real Estate 146.0 $112K 0.10% NEW $764.33 +41.1%
108 GLD SPDR GOLD SHARES Financial Services 276.0 $109K 0.10% NEW $396.31 +5.2%
109 NVDA NVIDIA CORPORATION COM Technology 586.0 $109K 0.10% NEW $186.55 +17.7%
110 IVW ISHARES S&P 500 GROWTH ETF 873.0 $108K 0.10% NEW $123.33 +10.8%
111 PKB INVESCO BUILDING & CONSTRUCTION ETF 1,152.0 $107K 0.10% NEW $92.59 +9.1%
112 CRM SALESFORCE COM Technology 388.0 $103K 0.10% NEW $264.81 -33.4%
113 HRB BLOCK H & R INC COM Consumer Cyclical 2,283.0 $99K 0.09% NEW $43.58 -13.1%
114 PEP PEPSICO INC COM Consumer Defensive 658.0 $94K 0.09% NEW $143.43 +3.8%
115 VHT VANGUARD HEALTH CARE ETF 309.0 $89K 0.08% NEW $288.23 -4.1%
116 COST COSTCO WHOLESALE CORP Consumer Defensive 103.0 $89K 0.08% NEW $864.29 +21.5%
117 FDMO FIDELITY MOMENTUM FACTOR ETF 1,018.0 $85K 0.08% NEW $83.97 +11.7%
118 MCD MCDONALDS CORP COM Consumer Cyclical 277.0 $85K 0.08% NEW $305.63 -7.0%
119 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 1,040.0 $82K 0.08% NEW $79.30 +44.9%
120 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 2,000.0 $82K 0.08% NEW $41.08 +5.3%
Page 6 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%