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WealthPoint Financial, LLC
Updated 2 days agoManaged by Wealthpoint Financial, Llc • Latest filing Q3 2026
Portfolio value
$140.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $114.9M |
| Q1 2026 | $114.9M |
| Q2 2026 | $137.2M |
| Q3 2026 | $140.2M |
Top holdings
126 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $13.7M | 153.0K | 9.79% | — | |
| 2 | $6.6M | 86.9K | 4.69% | — | |
| 3 | $5.2M | 36.7K | 3.72% | — | |
| 4 | $5.2M | 117.6K | 3.70% | — | |
| 5 | $5.2M | 74.7K | 3.69% | — | |
| 6 | $4.6M | 20.3K | 3.30% | — | |
| 7 | $3.4M | 155.1K | 2.44% | — | |
| 8 | $3.4M | 93.2K | 2.42% | — | |
| 9 | $3.3M | 91.9K | 2.35% | — | |
| 10 | $3M | 37.9K | 2.16% | — | |
| 11 | $3M | 4.0K | 2.15% | — | |
| 12 | $2.8M | 68.7K | 2.02% | — | |
| 13 | $2.7M | 27.6K | 1.92% | — | |
| 14 | $2.5M | 7.5K | 1.78% | — | |
| 15 | $2.5M | 50.4K | 1.76% | — | |
| 16 | $2.4M | 10.4K | 1.70% | — | |
| 17 | $2.3M | 49.7K | 1.67% | — | |
| 18 | $2.1M | 7.0K | 1.52% | — | |
| 19 | $2.1M | 41.7K | 1.49% | — | |
| 20 | $1.9M | 45.8K | 1.37% | — |