WealthPoint Financial, LLC
119 holdingsFiling period: 2026-03-31Current AUM: $126.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 68.0K | $5.5M | $6.3M | 4.94% | -- | 2026-03-31 |
| 2 | DYNF | BLACKROCK ETF TRUST | 80.3K | $4.9M | $5.7M | 4.47% | -- | 2026-03-31 |
| 3 | IVE | ISHARES TR | 22.7K | $4.8M | $5.3M | 4.16% | -- | 2026-03-31 |
| 4 | IVW | ISHARES TR | 33.7K | $4.1M | $5.0M | 3.91% | -- | 2026-03-31 |
| 5 | XLG | INVESCO EXCHANGE TRADED FD T | 69.2K | $4.1M | $4.6M | 3.61% | -- | 2026-03-31 |
| 6 | EFV | ISHARES TR | 45.3K | $3.2M | $3.5M | 2.78% | -- | 2026-03-31 |
| 7 | SPY | SPDR SP 500 ETF TR | 4.0K | $2.7M | $3.2M | 2.49% | -- | 2026-03-31 |
| 8 | SCHZ | SCHWAB STRATEGIC TR | 116.6K | $2.7M | $2.7M | 2.11% | -- | 2026-03-31 |
| 9 | AGGY | WISDOMTREE TR | 61.2K | $2.7M | $2.6M | 2.09% | -- | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 38.3K | $2.6M | $2.9M | 2.26% | -- | 2026-03-31 |
| 11 | LPLA | LPL FINL HLDGS INC | 7.2K | $2.6M | $3.0M | 2.38% | -- | 2026-03-31 |
| 12 | EPS | WISDOMTREE TR | 34.7K | $2.5M | $2.8M | 2.24% | -- | 2026-03-31 |
| 13 | SCHG | SCHWAB STRATEGIC TR | 73.8K | $2.4M | $2.8M | 2.23% | -- | 2026-03-31 |
| 14 | XTEN | BONDBLOXX ETF TRUST | 51.5K | $2.4M | $2.3M | 1.81% | -- | 2026-03-31 |
| 15 | DGRW | WISDOMTREE TR | 26.5K | $2.4M | $2.6M | 2.05% | -- | 2026-03-31 |
| 16 | IUSB | ISHARES TR | 50.0K | $2.3M | $2.3M | 1.80% | -- | 2026-03-31 |
| 17 | BPRE | BLUEROCK PVT REAL ESTATE FD | 147.3K | $2.2M | $1.6M | 1.27% | -- | 2026-03-31 |
| 18 | QUAL | ISHARES TR | 10.2K | $2.0M | $2.3M | 1.82% | -- | 2026-03-31 |
| 19 | BAI | BLACKROCK ETF TRUST | 58.9K | $2.0M | $2.5M | 1.94% | -- | 2026-03-31 |
| 20 | SPMO | INVESCO EXCH TRADED FD TR II | 16.1K | $1.9M | $2.5M | 1.95% | -- | 2026-03-31 |
| 21 | THRO | BLACKROCK ETF TRUST | 48.8K | $1.9M | $2.2M | 1.75% | -- | 2026-03-31 |
| 22 | MTGP | WISDOMTREE TR | 38.7K | $1.7M | $1.7M | 1.34% | -- | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 3.5K | $1.7M | $2.1M | 1.69% | -- | 2026-03-31 |
| 24 | AAPL | APPLE INC | 6.1K | $1.7M | $2.0M | 1.60% | -- | 2026-03-31 |
| 25 | AVEM | AMERICAN CENTY ETF TR | 21.3K | $1.6M | $1.8M | 1.44% | -- | 2026-03-31 |
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