High Point Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Digital Infrastructure and Real Estate ETF
IDGT
|
+$684K |
| 2 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$314K |
| 3 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$301K |
| 4 |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
|
+$277K |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$220K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FBCG
Fidelity Blue Chip Growth ETF
FBCG
|
+$350K |
| 2 |
iShares US Technology ETF
IYW
|
+$318K |
| 3 |
iShares US Medical Devices ETF
IHI
|
+$309K |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$219K |
| 5 |
Meta Platforms (Facebook)
META
|
+$119K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 69.6% |
| 2 | Utilities | 11.43% |
| 3 | Financials | 3.5% |
| 4 | Technology | 3.3% |
| 5 | Real Estate | 2.58% |
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Similar funds
High Point Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, High Point Wealth Management held 262 positions worth $122M, up 18% from $104M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
High Point Wealth Management's Q2 2026 filing shows 12 new, 100 increased, 32 reduced and 12 closed positions. Its largest new stake was ASML: 39 shares worth $77.7K. The largest sale was Fidelity Blue Chip Growth ETF, an estimated $350K.
By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, up from 67% a quarter earlier, followed by Utilities and Financials.
- High Point Wealth Management's largest Q2 2026 buy was ASML: 39 shares worth $77.7K.
- High Point Wealth Management added most to iShares US Digital Infrastructure and Real Estate ETF in Q2 2026, an estimated $684K increase.
- High Point Wealth Management's biggest Q2 2026 reduction was Fidelity Blue Chip Growth ETF, cutting an estimated $350K.
- High Point Wealth Management fully exited DoorDash in Q2 2026, selling an estimated $53.6K.
- High Point Wealth Management's ten largest holdings make up 43% of its $122M portfolio in Q2 2026.
- High Point Wealth Management opened 12 new positions and closed 12 in Q2 2026.
- High Point Wealth Management's portfolio value rose 18% quarter-over-quarter to $122M.
Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.