WealthPoint Financial, LLC holds a diversified book of 121 stocks worth $119.5M as of Q1 2026 (disclosed Jun 26, 2026, a ~45-day 13F lag). This quarter they opened BLACKROCK ETF TRUST and trimmed BLACKROCK ETF TRUST. Their largest long position is SPDR SERIES TRUST at 6% of the equity book.
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This fund 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/2040860/holdings"
Use Arkolith to show WealthPoint Financial, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% 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 | SPDR Series Trust STATE STREET SPD | $6.8M | 89.0K | 5.7% | ▲+31% Added · +21K sh | |
| 2 | Ishares TR S&P 500 VAL ETF | $4.9M | 23.1K | 4.1% | ▲+2.0% Added · +460 sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $4.4M | 75.0K | 3.7% | ▼−6.6% Reduced · −5K sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $3.9M | 34.6K | 3.3% | ▲+2.9% Added · +978 sh | |
| 5 | Wisdomtree TR YIELD ENHANCD US | $2.9M | 67.6K | 2.5% | ▲+10% Added · +6K sh | |
| 6 | BlackRock ETF Trust ISHARES INTL CTR | $2.8M | 87.9K | 2.4% | ▲New New position | |
| 7 | Schwab Strategic TR US AGGREGATE B | $2.8M | 120.6K | 2.3% | ▲+3.5% Added · +4K sh | |
| 8 | Ishares TR MSCI ACWI EX US | $2.7M | 38.7K | 2.2% | ▲New New position | |
| 9 | State STR SPDR SP 500 ETF T TR UNIT | $2.6M | 4.0K | 2.2% | ▼−0.7% Reduced · −30 sh | |
| 10 | Wisdomtree TR US LARGECAP FUND | $2.5M | 37.4K | 2.1% | ▲+7.8% Added · +3K sh | |
| 11 | Bondbloxx ETF Trust BLOOMBERG TEN YR | $2.5M | 55.1K | 2.1% | ▲+7.0% Added · +4K sh | |
| 12 | Wisdomtree TR US QTLY DIV GRT | $2.4M | 27.8K | 2.0% | ▲+4.9% Added · +1K sh | |
| 13 | Schwab Strategic TR US LCAP GR ETF | $2.4M | 81.8K | 2.0% | ▲+11% Added · +8K sh | |
| 14 | Ishares TR CORE UNIVRSL USD | $2.4M | 51.6K | 2.0% | ▲+3.3% Added · +2K sh | |
| 15 | Bluerock PVT Real Estate FD COM | $2.0M | 122.4K | 1.7% | ▼−17% Reduced · −25K sh | |
| 16 | BlackRock ETF Trust ISHARES A I INNO | $2.0M | 61.5K | 1.7% | ▲+4.3% Added · +3K sh | |
| 17 | Ishares TR MSCI USA QLT FCT | $2.0M | 10.4K | 1.7% | ▲+1.7% Added · +177 sh | |
| 18 | American Centy ETF TR AVANTIS EMGMKT | $1.9M | 24.1K | 1.6% | ▲+13% Added · +3K sh | |
| 19 | LPL Finl Hldgs Inc COM | $1.9M | 6.4K | 1.6% | ▼−12% Reduced · −830 sh | |
| 20 | Invesco Exch Traded FD TR II SP 500 MOMNTM | $1.9M | 17.1K | 1.6% | ▲+5.7% Added · +920 sh | |
| 21 | Wisdomtree TR MORTGAGE PLUS BD | $1.9M | 42.1K | 1.6% | ▲+8.7% Added · +3K sh | |
| 22 | SPDR Index SHS FDS STATE STREET SPD | $1.8M | 40.2K | 1.5% | ▲+17% Added · +6K sh | |
| 23 | BlackRock ETF Trust ISHARES US THEMA | $1.8M | 50.5K | 1.5% | ▲+3.5% Added · +2K sh | |
| 24 | Ishares TR EAFE VALUE ETF | $1.8M | 23.8K | 1.5% | ▼−47% Reduced · −21K sh | |
| 25 | Ssga Active TR STATE STREET US | $1.7M | 29.4K | 1.4% | ▲+17% Added · +4K sh | |
| 26 | Nvidia Corporation COM | $1.7M | 9.6K | 1.4% | ▲+11% Added · +934 sh | |
| 27 | Apple Inc COM | $1.6M | 6.4K | 1.4% | ▲+5.1% Added · +315 sh | |
| 28 | Ishares TR MBS ETF | $1.5M | 15.9K | 1.3% | ▲+4.5% Added · +679 sh | |
| 29 | Microsoft Corp COM | $1.5M | 3.9K | 1.2% | ▲+11% Added · +388 sh | |
| 30 | Global X FDS DEFENSE TECH ETF | $1.4M | 20.2K | 1.2% | ▲+56% Added · +7K sh | |
| 31 | BlackRock ETF Trust ISHARES LARGE CA | $1.4M | 34.8K | 1.2% | ▲New New position | |
| 32 | Wisdomtree TR WISDOMTREE US VA | $1.4M | 14.9K | 1.2% | ▲+5.3% Added · +752 sh | |
| 33 | Ishares TR US TREAS BD ETF | $1.4M | 60.3K | 1.2% | ▲New New position | |
| 34 | Exxon Mobil Corp COM | $1.4M | 8.1K | 1.1% | ▼−4.3% Reduced · −364 sh | |
| 35 | SPDR Index SHS FDS STATE STREET SPD | $1.2M | 25.7K | 1.0% | ▲+21% Added · +4K sh | |
| 36 | Ishares TR CORE INTL AGGR | $1.2M | 23.8K | 1.0% | ▲+7.6% Added · +2K sh | |
| 37 | Ishares TR 10 20 YR TRS ETF | $1.2M | 11.5K | 1.0% | ▲+10% Added · +1K sh | |
| 38 | Wisdomtree TR US MULTIFACTOR | $1.0M | 20.3K | 0.8% | ▲+7.7% Added · +1K sh | |
| 39 | SPDR Series Trust STATE STREET SPD | $969K | 36.8K | 0.8% | ▲+14% Added · +5K sh | |
| 40 | Ssga Active TR STATE STREET FIX | $936K | 36.4K | 0.8% | ▲+73% Added · +15K sh | |
| 41 | BlackRock ETF Trust II ISHARES FLEXIBLE | $897K | 17.3K | 0.8% | ▼−11% Reduced · −2K sh | |
| 42 | Alphabet Inc CAP STK CL A | $865K | 3.0K | 0.7% | ▲+19% Added · +490 sh | |
| 43 | Duke Energy Corp New COM NEW | $852K | 6.5K | 0.7% | ▼−1.1% Reduced · −71 sh | |
| 44 | SPDR Series Trust STATE STREET SPD | $802K | 32.3K | 0.7% | ▲+28% Added · +7K sh | |
| 45 | Wisdomtree TR US SHT TRM CORP | $706K | 14.5K | 0.6% | ▲+9.3% Added · +1K sh | |
| 46 | Meta Platforms Inc CL A | $684K | 1.2K | 0.6% | ▼−1.0% Reduced · −12 sh | |
| 47 | JPMorgan Chase Co COM | $652K | 2.2K | 0.5% | ▼−11% Reduced · −268 sh | |
| 48 | SPDR Series Trust STATE STRET SPDR | $640K | 18.2K | 0.5% | ▲+65% Added · +7K sh | |
| 49 | Ssga Active ETF TR STATE STREET BLA | $616K | 15.4K | 0.5% | ▲+27% Added · +3K sh | |
| 50 | ConocoPhillips COM | $616K | 4.7K | 0.5% | ▼−22% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Jun 26, 2026 | 121 | $119.5M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 19, 2026 | 117 | $114.9M | 13F-HR |
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.