WealthPoint Financial, LLC
WealthPoint Financial, LLC reported 126 holdings worth US$137M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
WealthPoint Financial, LLC reported 126 holdings worth US$137M as of Jun 30, 2026. Largest: Apple Inc, Lpl Financial Holdings Inc. and Nvidia Corporation. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 126
- Value as reported
- US$137M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 7,573 | US$2.19M | 1.6% |
| Lpl Financial Holdings Inc. | 7,625 | US$2.15M | 1.6% |
| Nvidia Corporation | 9,690 | US$1.94M | 1.4% |
| Microsoft Corp. | 4,473 | US$1.67M | 1.2% |
| Alphabet Inc (google) Class C | 3,134 | US$1.12M | 0.82% |
| Duke Energy Corporation (holding Company) | 6,328 | US$801K | 0.58% |
| Broadcom Inc. | 2,118 | US$800K | 0.58% |
| Truist Financial Corporation | 14,474 | US$721K | 0.53% |
| Jp Morgan Chase & Co. | 2,042 | US$668K | 0.49% |
| Cisco Systems, Inc. | 5,258 | US$618K | 0.45% |
| Meta Platforms, Inc. | 1,083 | US$610K | 0.44% |
| Parker-hannifin Corporation | 622 | US$609K | 0.44% |
| Caterpillar, Inc. | 520 | US$554K | 0.40% |
| Johnson & Johnson | 2,091 | US$531K | 0.39% |
| Conocophillips | 5,029 | US$523K | 0.38% |
| Walmart Inc. | 4,579 | US$519K | 0.38% |
| Abbvie Inc. | 1,993 | US$502K | 0.37% |
| Amazon.com, Inc. | 2,026 | US$483K | 0.35% |
| Philip Morris International Inc | 2,579 | US$467K | 0.34% |
| Home Depot, Inc. (the) | 1,212 | US$427K | 0.31% |
| Procter & Gamble Company (the) | 2,837 | US$416K | 0.30% |
| The Bank Of New York Mellon Corporation | 2,636 | US$381K | 0.28% |
| Tesla, Inc. | 878 | US$369K | 0.27% |
| Bank Of America Corporation | 6,472 | US$369K | 0.27% |
| Blackrock, Inc. | 382 | US$368K | 0.27% |
| Prudential Financial, Inc. | 3,378 | US$365K | 0.27% |
| Metlife, Inc. | 4,218 | US$357K | 0.26% |
| Merck & Company, Inc. | 2,700 | US$347K | 0.25% |
| At&t Inc. | 16,508 | US$342K | 0.25% |
| Wells Fargo & Company | 4,092 | US$338K | 0.25% |
| International Business Machines Corporation | 1,156 | US$325K | 0.24% |
| Coca-cola Company (the) | 3,988 | US$324K | 0.24% |
| Kinder Morgan, Inc. | 10,068 | US$322K | 0.23% |
| Southern Company (the) | 3,302 | US$316K | 0.23% |
| Cummins Inc. | 423 | US$302K | 0.22% |
| Csx Corporation | 6,092 | US$290K | 0.21% |
| Delta Air Lines, Inc. | 3,076 | US$288K | 0.21% |
| Fifth Third Bancorp | 5,058 | US$285K | 0.21% |
| Verizon Communications Inc. | 6,619 | US$280K | 0.20% |
| Prologis, Inc. | 2,063 | US$280K | 0.20% |
| Qualcomm Incorporated | 1,511 | US$279K | 0.20% |
| U.s. Bancorp | 4,610 | US$278K | 0.20% |
| Dominion Energy, Inc. | 3,984 | US$272K | 0.20% |
| General Dynamics Corporation | 748 | US$265K | 0.19% |
| Goldman Sachs Group, Inc. (the) | 261 | US$264K | 0.19% |
| Eli Lilly And Company | 218 | US$262K | 0.19% |
| Dell Technologies Inc. | 530 | US$229K | 0.17% |
| Amphenol Corporation | 1,253 | US$221K | 0.16% |
| Mcdonald's Corporation | 801 | US$216K | 0.16% |
| Lamar Advertising Company | 1,369 | US$214K | 0.16% |
| Pnc Financial Services Group, Inc. (the) | 865 | US$213K | 0.16% |
| Ferguson Enterprises Inc. | 870 | US$206K | 0.15% |
| Citigroup, Inc. | 1,438 | US$201K | 0.15% |
| Texas Instruments Incorporated | 672 | US$200K | 0.15% |
| Becton, Dickinson And Company | 0 | US$0 | 0.00% |
| Unitedhealth Group Incorporated | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Arthur J. Gallagher & Co. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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