High Point Wealth Management, LLC holds a focused book of 250 reported positions worth $122.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Ishares Ustechnology ETF. Their largest long position is Ishares Ustechnology ETF at 10% of the reported non-option book.
High Point Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as High Point Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 24 / 80 | $1.0B |
| Ardent Capital Management, Inc. | 20 / 80 | $201.2M |
| Valor Advisors LLC | 11 / 80 | $110.7M |
| Stuart Investment Advisors, Inc. | 8 / 80 | $200.7M |
| Marest Capital, LLC | 11 / 80 | $156.4M |
| Trust Asset Management LLC | 18 / 80 | $1.2B |
| JBF Capital, Inc. | 9 / 80 | $567.2M |
| Independent Investors Inc | 15 / 80 | $384.4M |
Ranked by the share of each fund's own book sitting in the names it shares with High Point Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares DJ US Technology ETF | $12.8M | 50.7K | 10.5% | ▼−2.6% Reduced · −1K sh | |
| 2 | Fidelity Msci Information Technology Index ETF ETF | $8.4M | 29.4K | 6.9% | ▲+2.4% Added · +681 sh | |
| 3 | Fidelity High Dividend ETF ETF | $6.5M | 108.4K | 5.3% | ▲+0.2% Added · +258 sh | |
| 4 | Ishares Semiconductor ETF ETF | $4.6M | 7.2K | 3.8% | ▲+6.4% Added · +433 sh | |
| 5 | First Trust Nasdaq Cybersecurity ETF ETF | $4.6M | 50.9K | 3.7% | ▼−5.3% Reduced · −3K sh | |
| 6 | Public SVC Enterprise Group Com Stock | $3.6M | 44.6K | 3.0% | ▲+0.5% Added · +209 sh | |
| 7 | Southern Co Com Stock | $3.6M | 37.3K | 2.9% | ▲+1.1% Added · +420 sh | |
| 8 | Ishares TR High Divid Equity FD ETF | $3.6M | 130.2K | 2.9% | ▲+405% Added · +104K sh | |
| 9 | Ishares S&P 500 Index ETF | $2.7M | 3.5K | 2.2% | ▲+0.2% Added · +7 sh | |
| 10 | Health Care REIT Inc REIT | $2.6M | 11.5K | 2.1% | ▲+3.8% Added · +423 sh | |
| 11 | Consolidated Edison Inc Com Stock | $2.6M | 23.2K | 2.1% | ▲+0.9% Added · +211 sh | |
| 12 | Ishares S&P 500 Value ETF ETF | $2.3M | 10.0K | 1.9% | ▲+3.4% Added · +332 sh | |
| 13 | Fidelity Msci Utilities Index ETF ETF | $2.1M | 36.6K | 1.7% | ▲+17% Added · +5K sh | |
| 14 | First Trust Cloud Computing ETF ETF | $2.1M | 15.8K | 1.7% | ▼−1.2% Reduced · −200 sh | |
| 15 | Fidelity Cloud Computing ETF ETF | $1.7M | 44.2K | 1.4% | ▼−0.9% Reduced · −401 sh | |
| 16 | Philip Morris Intl Inc Stock | $1.6M | 9.1K | 1.3% | ▲+0.7% Added · +65 sh | |
| 17 | Nuveen Nasdaq 100 Dynamic Over Com SHS CEF | $1.6M | 53.8K | 1.3% | ▲+21% Added · +9K sh | |
| 18 | Fidelity Blue Chip Growth ETF ETF | $1.6M | 26.1K | 1.3% | ▼−18% Reduced · −6K sh | |
| 19 | Energy Select Sector SPDR ETF | $1.6M | 30.2K | 1.3% | ▲+1.6% Added · +483 sh | |
| 20 | Ishares Core S&P U.S. Growth ETF ETF | $1.6M | 8.3K | 1.3% | ▲+0.1% Added · +8 sh | |
| 21 | Amazon.com Inc Stock | $1.5M | 6.2K | 1.2% | ▲+1.1% Added · +65 sh | |
| 22 | Bank America Corp 7.25CNV PFD L Convertible Preferred | $1.3M | 1.1K | 1.1% | ▲+5.0% Added · +50 sh | |
| 23 | Global X U.S. Infrastructure Development ETF ETF | $1.3M | 22.6K | 1.1% | ▲+3.4% Added · +747 sh | |
| 24 | Google Inc Stock | $1.3M | 3.6K | 1.0% | ▲~0% Added · +1 sh | |
| 25 | Proshares S&P 500 Dividend Aristocrats ETF ETF | $1.3M | 22.7K | 1.0% | ▲+101% Added · +11K sh | |
| 26 | Global X Data Center And Digital Infrastructure ETF ETF | $1.3M | 41.6K | 1.0% | ▲+32% Added · +10K sh | |
| 27 | Alphabet Inc Cap STK CL C Stock | $1.2M | 3.5K | 1.0% | ▲~0% Added · +1 sh | |
| 28 | Ishares U.S. Medical Devices ETF ETF | $1.1M | 23.2K | 0.9% | ▼−21% Reduced · −6K sh | |
| 29 | Guggenheim ETF Trust S&P 500 Equal Weight ETF | $1.1M | 5.3K | 0.9% | ▲+0.2% Added · +11 sh | |
| 30 | Nuveen S&P 500 Dynamic Overwri Com CEF | $1.1M | 60.1K | 0.9% | ▲+0.1% Added · +89 sh | |
| 31 | Wells Fargo & Co Perp PFD CNV A Convertible Preferred | $1.1M | 955 | 0.9% | ▲+7.9% Added · +70 sh | |
| 32 | Ishares U.S. Digital Infrastructure And Real Estate ETF ETF | $1.1M | 8.9K | 0.9% | ▲+182% Added · +6K sh | |
| 33 | Defiance Quantum ETF ETF | $1.0M | 6.1K | 0.8% | ▲+3.4% Added · +203 sh | |
| 34 | Fidelity Msci Health Care Index ETF ETF | $1.0M | 13.0K | 0.8% | ▲+0.3% Added · +43 sh | |
| 35 | Ishares TR Dow Jones U S Healthcare ETF | $899K | 13.4K | 0.7% | ▼−2.9% Reduced · −394 sh | |
| 36 | State Street SPDR S&P Semiconductor ETF ETF | $857K | 1.4K | 0.7% | ▲+31% Added · +322 sh | |
| 37 | JPMorgan Chase & Co Com Stock | $812K | 2.5K | 0.7% | ▲+1.1% Added · +28 sh | |
| 38 | Duke Energy Corp New Com New Stock | $776K | 6.1K | 0.6% | ▲+11% Added · +618 sh | |
| 39 | Snowflake Inc Com SHS Stock | $738K | 2.9K | 0.6% | —Held | |
| 40 | State Street SPDR S&P 500 ETF ETF | $721K | 966 | 0.6% | ▲+1.1% Added · +11 sh | |
| 41 | Consumer Staples Select Sector SPDR ETF | $719K | 8.7K | 0.6% | ▼−5.2% Reduced · −478 sh | |
| 42 | Goldman Sachs Group Inc Com Stock | $703K | 695 | 0.6% | ▲+3.3% Added · +22 sh | |
| 43 | Microsoft Stock | $699K | 1.9K | 0.6% | ▲+0.1% Added · +1 sh | |
| 44 | Visa Inc Stock | $682K | 2.0K | 0.6% | ▼−7.8% Reduced · −168 sh | |
| 45 | Abbvie Inc Com Stock | $678K | 2.7K | 0.6% | ▲+0.3% Added · +9 sh | |
| 46 | American Elec PWR Co Inc Com Stock | $674K | 4.9K | 0.6% | ▲+0.2% Added · +12 sh | |
| 47 | State Street Utilities Select Sector SPDR ETF ETF | $669K | 14.8K | 0.5% | ▲+0.5% Added · +74 sh | |
| 48 | Ishares Gold Trust ETF ETF | $645K | 8.5K | 0.5% | ▼−3.4% Reduced · −300 sh | |
| 49 | Johnson & Johnson Com Stock | $636K | 2.5K | 0.5% | ▲+0.4% Added · +10 sh | |
| 50 | Entergy Corp New Com Stock | $623K | 5.4K | 0.5% | ▼−11% Reduced · −692 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2106882/holdings"
Use Arkolith to show High Point Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.