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HPWM

High Point Wealth Management Portfolio holdings

AUM $122M
This Fund
S&P 500
This Quarter Est. Return
+0.6%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
+$107M
Cap. Flow %
100.66%
Top 10 Hldgs %
41.57%
Holding
247
New
247
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Utilities 11.47%
2 Financials 4.49%
3 Technology 4.03%
4 Communication Services 2.57%
5 Consumer Staples 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLV icon
101
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$132K 0.12%
+853
New +$128K
NFLX icon
102
Netflix
NFLX
$309B
$125K 0.12%
+1,330
New +$143K
COF icon
103
Capital One
COF
$134B
$121K 0.11%
+499
New +$111K
XLG icon
104
Invesco S&P 500 Top 50 ETF
XLG
$11B
$121K 0.11%
+2,035
New +$120K
FSMD icon
105
Fidelity Small-Mid Multifactor ETF
FSMD
$2.59B
$119K 0.11%
+2,688
New +$118K
CRWV
106
CoreWeave
CRWV
$49.5B
$112K 0.11%
+1,570
New +$159K
EQIX icon
107
Equinix
EQIX
$103B
$112K 0.1%
+146
New +$114K
GLD icon
108
SPDR Gold Trust
GLD
$141B
$109K 0.1%
+276
New +$105K
NVDA icon
109
NVIDIA
NVDA
$5.42T
$109K 0.1%
+586
New +$109K
IVW icon
110
iShares S&P 500 Growth ETF
IVW
$77.6B
$108K 0.1%
+873
New +$107K
PKB icon
111
Invesco Building & Construction ETF
PKB
$453M
$107K 0.1%
+1,152
New +$109K
CRM icon
112
Salesforce
CRM
$158B
$103K 0.1%
+388
New +$96.4K
HRB icon
113
H&R Block
HRB
$5.86B
$99.5K 0.09%
+2,283
New +$107K
PEP icon
114
PepsiCo
PEP
$190B
$94.4K 0.09%
+658
New +$96.7K
VHT icon
115
Vanguard Health Care ETF
VHT
$18.6B
$89.1K 0.08%
+309
New +$86.3K
COST icon
116
Costco
COST
$420B
$89K 0.08%
+103
New +$93.3K
FDMO icon
117
Fidelity Momentum Factor ETF
FDMO
$958M
$85.5K 0.08%
+1,018
New +$85K
MCD icon
118
McDonald's
MCD
$195B
$84.7K 0.08%
+277
New +$84.8K
CRCL
119
Circle Internet Group
CRCL
$16.9B
$82.5K 0.08%
+1,040
New +$107K
SGOL icon
120
abrdn Physical Gold Shares ETF
SGOL
$7.41B
$82.2K 0.08%
+2,000
New +$79.1K
ISRG icon
121
Intuitive Surgical
ISRG
$134B
$81.6K 0.08%
+144
New +$76.7K
ODFL icon
122
Old Dominion Freight Line
ODFL
$44.9B
$80.8K 0.08%
+515
New +$73.8K
XLI icon
123
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$78.2K 0.07%
+504
New +$77.5K
F icon
124
Ford
F
$55.7B
$74.9K 0.07%
+5,711
New +$73.6K
OKE icon
125
Oneok
OKE
$54.5B
$73.5K 0.07%
+1,000
New +$70.8K

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High Point Wealth Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for High Point Wealth Management, which disclosed 247 positions worth $107M. Its ten largest holdings account for 42% of the portfolio.

Its largest position is iShares US Technology ETF: 52,598 shares worth $10.5M.

By sector, the portfolio is most concentrated in Utilities at 11% of assets, followed by Financials and Technology.

  • High Point Wealth Management's largest Q4 2025 buy was iShares US Technology ETF: 52,598 shares worth $10.5M.
  • High Point Wealth Management's ten largest holdings make up 42% of its $107M portfolio in Q4 2025.
  • High Point Wealth Management disclosed 247 positions in Q4 2025, its first 13F filing on record.

Based on High Point Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.