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WF
WealthPoint Financial Portfolio holdings
AUM
$137M
This Fund
S&P 500
This Quarter
Est. Return
+1.91%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
99.51%
Top 10 Holdings %
Top 10 Hldgs %
32.51%
Holding
117
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$5.41M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$4.83M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$4.75M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$4.12M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$4.07M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 7.55% |
| 2 | Technology | 5.7% |
| 3 | Healthcare | 1.92% |
| 4 | Communication Services | 1.92% |
| 5 | Energy | 1.59% |
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WealthPoint Financial's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for WealthPoint Financial, which disclosed 117 positions worth $115M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is State Street SPDR Portfolio S&P 500 ETF: 68,027 shares worth $5.46M.
By sector, the portfolio is most concentrated in Financials at 7.5% of assets, followed by Technology and Healthcare.
- WealthPoint Financial's largest Q4 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 68,027 shares worth $5.46M.
- WealthPoint Financial's ten largest holdings make up 33% of its $115M portfolio in Q4 2025.
- WealthPoint Financial disclosed 117 positions in Q4 2025, its first 13F filing on record.
Based on WealthPoint Financial's 13F filing for Q4 2025, filed 19 Feb 2026.