WealthPoint Financial, LLC

CRAMERTON, NC · CIK 2040860 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCramerton, NC

$137.2m reported value +14.8% vs Q1 2026

126positions

35.9%in top 10

11 new 76 added 37 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	150,414	$13.2m9.64%	9.64%	Added +61.4k	+61,432 69.0%
2	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	76,506	$5.2m3.79%	3.79%	Added +1.5k	+1,531 2.0%
3	ISHARES TR S&P 500 GRWT ETF IVW	IVW	36,630	$5.0m3.67%	3.67%	Added +2.0k	+1,998 5.8%
4	ISHARES TR S&P 500 VAL ETF IVE	IVE	20,661	$4.7m3.42%	3.42%	Reduced -2.5k	-2,460 -10.6%
5	ISHARES TR CORE TOTAL USD IUSB	IUSB	100,866	$4.7m3.39%	3.39%	Added +49.3k	+49,285 95.5%
6	ISHARES TR MSCI ACWI EX US ACWX	ACWX	48,167	$3.7m2.67%	2.67%	Added +9.4k	+9,419 24.3%
7	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	93,045	$3.4m2.48%	2.48%	Added +5.1k	+5,114 5.8%
8	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,549	$3.4m2.48%	2.48%	Added +556	+556 13.9%
9	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	88,625	$3.0m2.19%	2.19%	Added +6.8k	+6,823 8.3%
10	WISDOMTREE TR US LARGECAP FUND EPS	EPS	38,025	$3.0m2.16%	2.16%	Added +619	+619 1.6%
11	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	127,721	$3.0m2.15%	2.15%	Added +7.1k	+7,119 5.9%
12	WISDOMTREE TR YIELD ENHANCD US AGGY	AGGY	67,808	$2.9m2.15%	2.15%	Added +164	+164 0.2%
13	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	53,602	$2.8m2.06%	2.06%	Reduced -7.9k	-7,871 -12.8%
14	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	27,675	$2.6m1.93%	1.93%	Reduced -90	-90 -0.3%
15	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	14,093	$2.3m1.66%	1.66%	Reduced -3.0k	-2,970 -17.4%
16	APPLE INC COM AAPL	AAPL	7,573	$2.2m1.60%	1.60%	Added +1.1k	+1,138 17.7%
17	LPL FINL HLDGS INC COM LPLA	LPLA	7,625	$2.1m1.57%	1.57%	Added +1.3k	+1,265 19.9%
18	SSGA ACTIVE TR SPDR SSGA US SCT XLSR	XLSR	32,875	$2.1m1.55%	1.55%	Added +3.5k	+3,518 12.0%
19	WISDOMTREE TR MORTGAGE PLUS BD MTGP	MTGP	43,951	$1.9m1.42%	1.42%	Added +1.9k	+1,881 4.5%
20	NVIDIA CORPORATION COM NVDA	NVDA	9,690	$1.9m1.41%	1.41%	Added +113	+113 1.2%
21	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	37,652	$1.9m1.38%	1.38%	Added +2.8k	+2,831 8.1%
22	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	35,888	$1.8m1.32%	1.32%	Reduced -4.4k	-4,361 -10.8%
23	BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN	XTEN	38,263	$1.7m1.27%	1.27%	Reduced -16.9k	-16,864 -30.6%
24	MICROSOFT CORP COM MSFT	MSFT	4,473	$1.7m1.22%	1.22%	Added +552	+552 14.1%
25	ISHARES TR MBS ETF MBB	MBB	17,281	$1.6m1.19%	1.19%	Added +1.4k	+1,390 8.8%
26	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	27,041	$1.6m1.18%	1.18%	Added +6.8k	+6,822 33.7%
27	WISDOMTREE TR WISDOMTREE US VA WTV	WTV	15,270	$1.6m1.13%	1.13%	Added +400	+400 2.7%
28	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	15,930	$1.5m1.12%	1.12%	Reduced -8.2k	-8,175 -33.9%
29	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	29,583	$1.5m1.12%	1.12%	Added +3.9k	+3,867 15.0%
30	ISHARES TR US TREAS BD ETF GOVT	GOVT	66,416	$1.5m1.10%	1.10%	Added +6.1k	+6,108 10.1%
31	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	34,733	$1.5m1.09%	1.09%	Reduced -15.8k	-15,783 -31.2%
32	BLUEROCK PVT REAL ESTATE FD COM BPRE	BPRE	112,782	$1.5m1.07%	1.07%	Reduced -9.7k	-9,661 -7.9%
33	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	49,683	$1.4m1.02%	1.02%	New
34	ISHARES TR 10-20 YR TRS ETF TLH	TLH	12,300	$1.2m0.90%	0.90%	Added +798	+798 6.9%
35	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	44,661	$1.2m0.85%	0.85%	Added +7.8k	+7,812 21.2%
36	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,134	$1.1m0.82%	0.82%	Added +127	+127 4.2%
37	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	21,919	$1.1m0.80%	0.80%	New
38	SPDR SERIES TRUST BLOOMBERG EMG MK EMHC	EMHC	36,257	$922.4k0.67%	0.67%	Added +3.9k	+3,916 12.1%
39	WISDOMTREE TR US MULTIFACTOR USMF	USMF	16,724	$907.2k0.66%	0.66%	Reduced -3.5k	-3,542 -17.5%
40	DUKE ENERGY CORP NEW COM NEW DUK	DUK	6,328	$801.1k0.58%	0.58%	Reduced -182	-182 -2.8%
41	BROADCOM INC COM AVGO	AVGO	2,118	$799.9k0.58%	0.58%	Added +224	+224 11.8%
42	WISDOMTREE TR US QUALITY GROW QGRW	QGRW	11,421	$754.1k0.55%	0.55%	Added +2.0k	+1,972 20.9%
43	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	7,812	$752.8k0.55%	0.55%	Added +5.1k	+5,092 187.2%
44	WISDOMTREE TR US SHT TRM CORP QSIG	QSIG	15,152	$732.2k0.53%	0.53%	Added +605	+605 4.2%
45	TRUIST FINL CORP COM TFC	TFC	14,474	$721.1k0.53%	0.53%	New
46	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	17,544	$706.8k0.52%	0.52%	Added +2.2k	+2,192 14.3%
47	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,968	$674.7k0.49%	0.49%	Reduced -27	-27 -1.4%
48	SSGA ACTIVE TR STATE STREET US SPIN	SPIN	20,859	$671.2k0.49%	0.49%	Added +2.7k	+2,674 14.7%
49	JPMORGAN CHASE & CO COM JPM	JPM	2,042	$668.3k0.49%	0.49%	Reduced -174	-174 -7.8%
50	SPDR SERIES TRUST STATE STRET SPDR CERY	CERY	19,838	$663.2k0.48%	0.48%	Added +1.7k	+1,663 9.2%
51	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	11,215	$646.8k0.47%	0.47%	Added +99	+99 0.9%
52	SPDR INDEX SHS FDS S&P GBLINF ETF GII	GII	8,211	$621.7k0.45%	0.45%	Added +917	+917 12.6%
53	CISCO SYS INC COM CSCO	CSCO	5,258	$617.6k0.45%	0.45%	Reduced -1.3k	-1,310 -19.9%
54	META PLATFORMS INC CL A META	META	1,083	$610.2k0.44%	0.44%	Reduced -112	-112 -9.4%
55	PARKER-HANNIFIN CORP COM PH	PH	622	$608.6k0.44%	0.44%	Added +10	+10 1.6%
56	SSGA ACTIVE TR SPDR SSGA FXD FISR	FISR	23,259	$596.6k0.43%	0.43%	Reduced -13.2k	-13,150 -36.1%
57	WISDOMTREE TR US S CAP QTY DIV DGRS	DGRS	9,970	$591.8k0.43%	0.43%	Added +167	+167 1.7%
58	SPDR GOLD TR GOLD SHS GLD	GLD	1,547	$569.9k0.42%	0.42%	Added +181	+181 13.2%
59	CATERPILLAR INC COM CAT	CAT	520	$554.1k0.40%	0.40%	Reduced -258	-258 -33.2%
60	WISDOMTREE TR US MIDCAP DIVID DON	DON	9,765	$551.9k0.40%	0.40%	Added +220	+220 2.3%
61	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	22,897	$536.7k0.39%	0.39%	Added +3.6k	+3,558 18.4%
62	JOHNSON & JOHNSON COM JNJ	JNJ	2,091	$531.2k0.39%	0.39%	Added +144	+144 7.4%
63	CONOCOPHILLIPS COM COP	COP	5,029	$522.8k0.38%	0.38%	Added +364	+364 7.8%
64	WALMART INC COM WMT	WMT	4,579	$518.7k0.38%	0.38%	Added +280	+280 6.5%
65	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	7,669	$518.1k0.38%	0.38%	Added +744	+744 10.7%
66	WISDOMTREE TR US HGH YLD CORP QHY	QHY	11,231	$514.5k0.38%	0.38%	Added +432	+432 4.0%
67	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	6,315	$501.5k0.37%	0.37%	Added +1.1k	+1,063 20.2%
68	ABBVIE INC COM ABBV	ABBV	1,993	$501.5k0.37%	0.37%	Added +80	+80 4.2%
69	SPDR SER TR BLOOMBERG EMERGI EBND	EBND	23,453	$490.6k0.36%	0.36%	Added +3.1k	+3,147 15.5%
70	AMAZON COM INC COM AMZN	AMZN	2,026	$482.9k0.35%	0.35%	Added +24	+24 1.2%
71	PHILIP MORRIS INTL INC COM PM	PM	2,579	$466.5k0.34%	0.34%	Added +92	+92 3.7%
72	FLEXSHARES TR INTL QLTDV IDX IQDF	IQDF	13,279	$458.9k0.33%	0.33%	Reduced -284	-284 -2.1%
73	FLEXSHARES TR QUALT DIVD IDX QDF	QDF	4,983	$448.1k0.33%	0.33%	Reduced -66	-66 -1.3%
74	SPDR SER TR DJ REIT ETF RWR	RWR	3,884	$438.8k0.32%	0.32%	Added +499	+499 14.7%
75	HOME DEPOT INC COM HD	HD	1,212	$427.5k0.31%	0.31%	Reduced -36	-36 -2.9%
76	PROCTER AND GAMBLE CO COM PG	PG	2,837	$416.0k0.30%	0.30%	Reduced -144	-144 -4.8%
77	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	12,987	$411.8k0.30%	0.30%	Added +861	+861 7.1%
78	SPDR INDEX SHS FDS S&P INTL ETF DWX	DWX	8,941	$410.9k0.30%	0.30%	Added +1.0k	+1,009 12.7%
79	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	8,056	$405.6k0.30%	0.30%	Added +272	+272 3.5%
80	SPDR INDEX SHS FDS S&P INTL SMLCP GWX	GWX	8,987	$393.3k0.29%	0.29%	Added +824	+824 10.1%
81	SPDR SER TR ICE PFD SEC ETF PSK	PSK	12,504	$381.7k0.28%	0.28%	Added +2.0k	+2,032 19.4%
82	BANK NEW YORK MELLON CORP COM BNY	BNY	2,636	$381.1k0.28%	0.28%	Reduced -28	-28 -1.1%
83	TESLA INC COM TSLA	TSLA	878	$369.3k0.27%	0.27%	Added +86	+86 10.9%
84	BANK AMERICA CORP COM BAC	BAC	6,472	$368.8k0.27%	0.27%	Reduced -173	-173 -2.6%
85	BLACKROCK INC COM BLK	BLK	382	$367.6k0.27%	0.27%	Added +21	+21 5.8%
86	PRUDENTIAL FINL INC COM PRU	PRU	3,378	$364.6k0.27%	0.27%	Reduced -69	-69 -2.0%
87	METLIFE INC COM MET	MET	4,218	$356.9k0.26%	0.26%	Reduced -165	-165 -3.8%
88	MERCK & CO INC COM MRK	MRK	2,700	$347.0k0.25%	0.25%	Reduced -101	-101 -3.6%
89	WISDOMTREE TR DYNAMIC INTL EQT DDWM	DDWM	7,474	$345.1k0.25%	0.25%	Added +334	+334 4.7%
90	AT&T INC COM T	T	16,508	$341.7k0.25%	0.25%	Added +1.6k	+1,636 11.0%
91	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	7,126	$340.0k0.25%	0.25%	Added +810	+810 12.8%
92	WELLS FARGO CO NEW COM WFC	WFC	4,092	$338.1k0.25%	0.25%	Added +160	+160 4.1%
93	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,156	$325.0k0.24%	0.24%	Reduced -51	-51 -4.2%
94	COCA COLA CO COM KO	KO	3,988	$324.1k0.24%	0.24%	Added +25	+25 0.6%
95	KINDER MORGAN INC DEL COM KMI	KMI	10,068	$321.9k0.23%	0.23%	Added +1.1k	+1,072 11.9%
96	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	12,488	$318.7k0.23%	0.23%	Reduced -2.9k	-2,867 -18.7%
97	SOUTHERN CO COM SO	SO	3,302	$316.0k0.23%	0.23%	Added +24	+24 0.7%
98	CUMMINS INC COM CMI	CMI	423	$301.7k0.22%	0.22%	Unchanged
99	SPDR SER TR BBG CONV SEC ETF CWB	CWB	2,749	$296.4k0.22%	0.22%	Added +236	+236 9.4%
100	SPDR SER TR PORTFOLIO LN COR SPLB	SPLB	12,943	$289.9k0.21%	0.21%	Reduced -920	-920 -6.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR QUAL	QUAL	10,353	$2.0m10.4k shares
ISHARES TR EFV	EFV	23,839	$1.8m23.8k shares
EXXON MOBIL CORP XOM	XOM	8,091	$1.4m8.1k shares
ISHARES TR IAGG	IAGG	23,814	$1.2m23.8k shares
LOCKHEED MARTIN CORP LMT	LMT	359	$217.2k359 shares
PFIZER INC PFE	PFE	7,678	$215.6k7.7k shares