High Point Wealth Management, LLC holds a focused book of 250 stocks worth $122.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Ishares Ustechnology ETF. Their largest long position is Ishares Ustechnology ETF at 10% of the equity book. Cloning the disclosed picks since 2026 would be +9% (+20.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Growth of $10,000 cloning High Point Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.