WealthPoint Financial, LLC

13F Portfolio Filings

Most recent 13F: Q1 2026
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
Q1 2026	121	119,480	SPLG, IVE, DYNF, IVW	RESTATEMENT	6/26/2026	000204086026000003
Q4 2025	117	114,938	SPLG, DYNF, IVE, IVW	13F-HR	2/19/2026	000204086026000001

Additional filings from WealthPoint Financial, LLC that have since been restated

Q1 2026