Holders — by stockHoldings — by fund
High Point Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002106882
$122.2M
disclosed book value
250
positions
10.5%
largest position share
Positions, as of 2026-06-30
top 100 of 250 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IYWISHARES DJ US TECHNOLOGY | 50,732 | $12.8M | 10.5% |
| 2 | FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 29,412 | $8.4M | 6.9% |
| 3 | FDVVFIDELITY HIGH DIVIDEND ETF | 108,405 | $6.5M | 5.3% |
| 4 | SOXXISHARES SEMICONDUCTOR ETF | 7,205 | $4.6M | 3.8% |
| 5 | CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF | 50,935 | $4.6M | 3.7% |
| 6 | PEGPUBLIC SVC ENTERPRISE GROUP COM | 44,572 | $3.6M | 3% |
| 7 | SOSOUTHERN CO COM | 37,339 | $3.6M | 2.9% |
| 8 | HDVISHARES TR HIGH DIVID EQUITY FD | 130,155 | $3.6M | 2.9% |
| 9 | IVVISHARES S&P 500 INDEX | 3,547 | $2.7M | 2.2% |
| 10 | WELLHEALTH CARE REIT INC | 11,535 | $2.6M | 2.1% |
| 11 | EDCONSOLIDATED EDISON INC COM | 23,214 | $2.6M | 2.1% |
| 12 | IVEISHARES S&P 500 VALUE ETF | 10,047 | $2.3M | 1.9% |
| 13 | FUTYFIDELITY MSCI UTILITIES INDEX ETF | 36,594 | $2.1M | 1.7% |
| 14 | SKYYFIRST TRUST CLOUD COMPUTING ETF | 15,836 | $2.1M | 1.7% |
| 15 | FCLDFIDELITY CLOUD COMPUTING ETF | 44,166 | $1.7M | 1.4% |
| 16 | PMPHILIP MORRIS INTL INC | 9,057 | $1.6M | 1.3% |
| 17 | QQQXNUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | 53,804 | $1.6M | 1.3% |
| 18 | FBCGFIDELITY BLUE CHIP GROWTH ETF | 26,095 | $1.6M | 1.3% |
| 19 | XLEENERGY SELECT SECTOR SPDR | 30,188 | $1.6M | 1.3% |
| 20 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 8,261 | $1.6M | 1.3% |
| 21 | AMZNAMAZON.COM INC | 6,164 | $1.5M | 1.2% |
| 22 | BAC 7.25 PERP LBANK AMERICA CORP 7.25CNV PFD L | 1,060 | $1.3M | 1.1% |
| 23 | PAVEGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 22,565 | $1.3M | 1.1% |
| 24 | GOOGLGOOGLE INC | 3,581 | $1.3M | 1% |
| 25 | NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 22,719 | $1.3M | 1% |
| 26 | DTCRGLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | 41,558 | $1.3M | 1% |
| 27 | GOOGALPHABET INC CAP STK CL C | 3,532 | $1.2M | 1% |
| 28 | IHIISHARES U.S. MEDICAL DEVICES ETF | 23,190 | $1.1M | 0.9% |
| 29 | RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | 5,294 | $1.1M | 0.9% |
| 30 | XSSPXNUVEEN S&P 500 DYNAMIC OVERWRI COM | 60,120 | $1.1M | 0.9% |
| 31 | WFC 7.5 PERP LWELLS FARGO & CO PERP PFD CNV A | 955 | $1.1M | 0.9% |
| 32 | IDGTISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF | 8,910 | $1.1M | 0.9% |
| 33 | QTUMDEFIANCE QUANTUM ETF | 6,146 | $1.0M | 0.8% |
| 34 | FHLCFIDELITY MSCI HEALTH CARE INDEX ETF | 13,049 | $1.0M | 0.8% |
| 35 | IYHISHARES TR DOW JONES U S HEALTHCARE | 13,414 | $898,894 | 0.7% |
| 36 | XSDSTATE STREET SPDR S&P SEMICONDUCTOR ETF | 1,375 | $857,364 | 0.7% |
| 37 | JPMJPMORGAN CHASE & CO COM | 2,482 | $812,328 | 0.7% |
| 38 | DUKDUKE ENERGY CORP NEW COM NEW | 6,132 | $776,155 | 0.6% |
| 39 | SNOWSNOWFLAKE INC COM SHS | 2,900 | $738,050 | 0.6% |
| 40 | SPYSTATE STREET SPDR S&P 500 ETF | 966 | $721,357 | 0.6% |
| 41 | XLPCONSUMER STAPLES SELECT SECTOR SPDR | 8,655 | $718,948 | 0.6% |
| 42 | GSGOLDMAN SACHS GROUP INC COM | 695 | $702,993 | 0.6% |
| 43 | MSFTMICROSOFT | 1,873 | $698,685 | 0.6% |
| 44 | VVISA INC | 1,989 | $682,498 | 0.6% |
| 45 | ABBVABBVIE INC COM | 2,694 | $678,005 | 0.6% |
| 46 | AEPAMERICAN ELEC PWR CO INC COM | 4,929 | $674,296 | 0.6% |
| 47 | XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF | 14,766 | $669,487 | 0.5% |
| 48 | IAUISHARES GOLD TRUST ETF | 8,547 | $645,384 | 0.5% |
| 49 | JNJJOHNSON & JOHNSON COM | 2,503 | $635,705 | 0.5% |
| 50 | ETRENTERGY CORP NEW COM | 5,425 | $623,062 | 0.5% |
| 51 | VGTVANGUARD INFORMATION TECHNOLOGY | 5,180 | $619,078 | 0.5% |
| 52 | XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 11,455 | $614,116 | 0.5% |
| 53 | XSWSTATE STREET SPDR S&P SOFTWARE & SERVICES ETF | 3,385 | $581,486 | 0.5% |
| 54 | AVGOAVAGO TECHNOLOGIES LTD | 1,510 | $570,243 | 0.5% |
| 55 | AAPLAPPLE INC | 1,945 | $562,865 | 0.5% |
| 56 | AEEAMEREN CORP | 4,974 | $562,264 | 0.5% |
| 57 | GILDGILEAD SCIENCES INC COM | 4,072 | $514,453 | 0.4% |
| 58 | PKBINVESCO BUILDING & CONSTRUCTION ETF | 4,471 | $501,058 | 0.4% |
| 59 | HOODROBINHOOD MKTS INC COM CL A | 4,898 | $491,171 | 0.4% |
| 60 | IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 5,375 | $486,982 | 0.4% |
| 61 | VTVVANGUARD VALUE ETF | 2,218 | $483,472 | 0.4% |
| 62 | METAMETA PLATFORMS INC CL A | 858 | $483,200 | 0.4% |
| 63 | VUGVANGUARD GROWTH ETF | 5,433 | $467,988 | 0.4% |
| 64 | IGMISHARES S&P NORTH AMER TECHNOLOGY | 2,728 | $446,301 | 0.4% |
| 65 | VOOVANGUARD S&P 500 ETF | 588 | $404,144 | 0.3% |
| 66 | IWFISHARES RUSSELL 1000 GROWTH ETF | 3,250 | $403,504 | 0.3% |
| 67 | VTIVANGUARD TOTAL STK MKT | 1,076 | $398,288 | 0.3% |
| 68 | UBSIUNITED BANKSHARES INC W. VA | 8,376 | $383,857 | 0.3% |
| 69 | MOALTRIA GROUP INC COM | 5,299 | $381,228 | 0.3% |
| 70 | KOCOCA COLA CO COM | 4,450 | $361,646 | 0.3% |
| 71 | UBERUBER TECHNOLOGIES INC COM | 5,009 | $361,449 | 0.3% |
| 72 | FEFIRSTENERGY CORP | 7,479 | $355,551 | 0.3% |
| 73 | RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 5,485 | $353,800 | 0.3% |
| 74 | EVRGEVERGY INC COM | 3,965 | $342,686 | 0.3% |
| 75 | CEGCONSTELLATION ENERGY CORP COM | 1,375 | $341,455 | 0.3% |
| 76 | SMHVANECK SEMICONDUCTOR ETF | 518 | $340,049 | 0.3% |
| 77 | XOMEXXONMOBIL HOLDINGS CORP COM SHS | 2,289 | $312,952 | 0.3% |
| 78 | FMETFIDELITY METAVERSE ETF | 7,994 | $294,123 | 0.2% |
| 79 | PNWPINNACLE WEST CAP CORP COM | 2,727 | $291,842 | 0.2% |
| 80 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 540 | $270,211 | 0.2% |
| 81 | USBUS BANCORP COM NEW | 4,380 | $264,572 | 0.2% |
| 82 | FLRGFIDELITY U.S. MULTIFACTOR ETF | 6,244 | $256,141 | 0.2% |
| 83 | FFLGFIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | 7,019 | $243,414 | 0.2% |
| 84 | IYKISHARES DOW JONES US CONSUMER GOODS | 3,305 | $240,129 | 0.2% |
| 85 | XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 1,255 | $232,464 | 0.2% |
| 86 | LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 2,000 | $218,140 | 0.2% |
| 87 | ILCBISHARES TR LRGE CORE INDX ETF | 2,000 | $207,300 | 0.2% |
| 88 | MRKMERCK & CO INC | 1,601 | $205,723 | 0.2% |
| 89 | EXCEXELON CORP COM | 4,267 | $198,925 | 0.2% |
| 90 | EQIXEQUINIX INC COM | 177 | $184,194 | 0.2% |
| 91 | OREALTY INCOME CORP | 2,919 | $180,873 | 0.1% |
| 92 | PGPROCTER & GAMBLE CO COM | 1,220 | $178,855 | 0.1% |
| 93 | IWDISHARES RUSSELL 1000 VALUE ETF | 659 | $159,728 | 0.1% |
| 94 | MUMICRON TECHNOLOGY INC COM | 134 | $154,873 | 0.1% |
| 95 | TJXTJX COS INC NEW COM | 968 | $146,665 | 0.1% |
| 96 | TERTERADYNE INC COM | 300 | $145,169 | 0.1% |
| 97 | PFFISHARES S&P U.S. PREFERRED STOCK ETF | 4,717 | $143,827 | 0.1% |
| 98 | GLDSPDR GOLD SHARES | 386 | $142,195 | 0.1% |
| 99 | XLGINVESCO S&P 500 TOP 50 ETF | 2,042 | $125,043 | 0.1% |
| 100 | FSMDFIDELITY SMALL-MID MULTIFACTOR ETF | 2,357 | $124,568 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.