Holdings
WealthPoint Financial, LLC
As of Jun 30, 2026, WealthPoint Financial, LLC reported 54 positions worth US$27.9M. Largest: Apple Inc, Lpl Financial Holdings Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 7,573 | US$2.19M | +1,453 | Jun 30, 2026 |
| Lpl Financial Holdings Inc. | 7,625 | US$2.15M | +435 | Jun 30, 2026 |
| Nvidia Corporation | 9,690 | US$1.94M | +1,047 | Jun 30, 2026 |
| Microsoft Corp. | 4,473 | US$1.67M | +940 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,134 | US$1.12M | +617 | Jun 30, 2026 |
| Duke Energy Corporation (holding Company) | 6,328 | US$801K | −253 | Jun 30, 2026 |
| Broadcom Inc. | 2,118 | US$800K | +698 | Jun 30, 2026 |
| Truist Financial Corporation | 14,474 | US$721K | new | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,042 | US$668K | −442 | Jun 30, 2026 |
| Cisco Systems, Inc. | 5,258 | US$618K | +307 | Jun 30, 2026 |