Managed by Wealthpoint Financial, Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | Q QQQ — | $4.1M | 69.2K | 0.00% | — |
| 6 | I IAU — | $3.2M | 45.3K | 0.00% | — |
| 7 | S SPY — | $2.7M | 4.0K | 0.00% | — |
| 8 | S | $2.7M | 116.6K | 0.00% | — |
| 9 | B BTCW — | $2.7M | 61.2K | 0.00% | — |
| 10 | I IAU — | $2.6M | 38.3K | 0.00% | — |
| 11 | L LPLA — | $2.6M | 7.2K | 0.00% | — |
| 12 | B BTCW — | $2.5M | 34.7K | 0.00% | — |
| 13 | S | $2.4M | 73.8K | 0.00% | — |
| 14 | ? N/A — | $2.4M | 51.5K | 0.00% | — |
| 15 | B BTCW — | $2.4M | 26.5K | 0.00% | — |
| 16 | I IAU — | $2.3M | 50.0K | 0.00% | — |
| 17 | B BPRE — | $2.2M | 147.3K | 0.00% | — |
| 18 | I IAU — | $2M | 10.2K | 0.00% | — |
| 19 | I IAU — | $2M | 58.9K | 0.00% | — |
| 20 | Q QQQ — | $1.9M | 16.1K | 0.00% | — |