High Point Wealth Management
High Point Wealth Management reported 250 stocks worth $122M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are IYW (10.5%), FTEC (6.9%) and FDVV (5.3%). Compared with Q1 2026, the fund opened new positions in XOM, added to FTEC, FDVV and SOXX, trimmed IYW, CIBR and SKYY and sold out of XOM, DASH and ADSK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IYW Ishares US Technology | $12.8M | 10.5% | 51K | −1,384 (−3%) | 3 of 3 | |
| 2 |  FTEC Fidelity Covington Trust | $8.4M | 6.9% | 29K | +681 (+2%) | 3 of 3 | |
| 3 |  FDVV Fidelity Covington Trust | $6.5M | 5.3% | 108K | +258 (+0%) | 3 of 3 | |
| 4 |  SOXX Ishares Semiconductor | $4.6M | 3.8% | 7,205 | +433 (+6%) | 3 of 3 | |
| 5 |  CIBR First TR Exchange Traded FD | $4.6M | 3.7% | 51K | −2,855 (−5%) | 3 of 3 | |
| 6 |  PEG Public Svc Enterprise GR | $3.6M | 3.0% | 45K | +209 (+0%) | 3 of 3 | |
| 7 |  SO Southern Co | $3.6M | 2.9% | 37K | +420 (+1%) | 3 of 3 | |
| 8 |  HDV Ishares Core | $3.6M | 2.9% | 130K | +104K (+405%) | 3 of 3 | |
| 9 |  IVV Ishares TR | $2.7M | 2.2% | 3,547 | +7 (+0%) | 3 of 3 | |
| 10 |  WELL Welltower Inc | $2.6M | 2.1% | 12K | +423 (+4%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $388K | 2,289 |
 DASH Doordash Inc | $54K | 357 |
HONEYWELL INTL INC | $39K | 171 |
 ADSK Autodesk Inc | $36K | 150 |
 VFH Vanguard Financials ETF | $34K | 285 |
🔒 Free account: see all 14.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →High Point Wealth Management 13F FAQ
What does High Point Wealth Management own?
High Point Wealth Management reported 250 stocks worth $122M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are IYW (10.5%), FTEC (6.9%) and FDVV (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did High Point Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 92 added to, 30 trimmed and 14 sold out. New positions include XOM. It sold all of XOM, DASH and ADSK.
When will High Point Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is High Point Wealth Management's portfolio worth?
The Q2 2026 filing reports $122M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.