WealthPoint Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) disclosing its equity holdings as of September 30, 2026. The filing, submitted on November 3, 2026, lists 126 total positions held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with the SPDR Series Trust S&P 500 ETF Trust holding the largest position. The firm holds 153,003 shares of this fund. Other significant ETF holdings include the iShares Core S&P Total U.S. Stock Market ETF, which comprises 117,584 shares, and the Schwab Strategic Trust U.S. Aggregate Bond ETF, which holds 155,075 shares.
Among individual equities, Apple Inc. is the largest holding with 7,504 shares. The portfolio also includes substantial stakes in Microsoft Corporation (3,603 shares), NVIDIA Corporation (10,447 shares), and LPL Financial Holdings Inc. (6,953 shares). Other notable individual stock positions include Alphabet Inc. Class A (3,767 shares), Meta Platforms Inc. Class A (1,109 shares), and Johnson & Johnson (2,091 shares).
The filing lists Nicole Susan Goff as the Compliance Ops, Sr. Consultant responsible for the report.
