WealthPoint Financial, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Cramerton, NC
CIK
0002040860
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 117 114,938 SPLG, DYNF, IVE, IVW 13F-HR 2/19/2026 000204086026000001