WealthPoint Financial
WealthPoint Financial reported 126 stocks worth $137M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPYM (9.6%), DYNF (3.8%) and IVW (3.7%). Compared with Q1 2026, the fund opened new positions in IALT, GGOV and TFC, added to SPYM, DYNF and IVW, trimmed IVE, BAI and DGRW and sold out of QUAL, EFV and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $13.2M | 9.6% | 150K | +61K (+69%) | 3 of 3 | |
| 2 |  DYNF Blackrock ETF Trust | $5.2M | 3.8% | 77K | +1,531 (+2%) | 3 of 3 | |
| 3 |  IVW Ishares TR | $5M | 3.7% | 37K | +1,998 (+6%) | 3 of 3 | |
| 4 |  IVE Ishares TR | $4.7M | 3.4% | 21K | −2,460 (−11%) | 3 of 3 | |
| 5 |  IUSB Ishares Core | $4.7M | 3.4% | 101K | +49K (+96%) | 3 of 3 | |
| 6 |  ACWX Ishares TR | $3.7M | 2.7% | 48K | +9,419 (+24%) | 2 of 3 | |
| 7 |  CORO Ishares International Country Rotation Active ETF | $3.4M | 2.5% | 93K | +5,114 (+6%) | 2 of 3 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $3.4M | 2.5% | 4,549 | +556 (+14%) | 3 of 3 | |
| 9 |  SCHG Schwab Strategic TR | $3M | 2.2% | 89K | +6,823 (+8%) | 3 of 3 | |
| 10 |  EPS Wisdomtree TR | $3M | 2.2% | 38K | +619 (+2%) | 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 |
|---|---|---|
 QUAL Ishares TR | $2M | 10K |
 EFV Ishares TR | $1.8M | 24K |
 XOM Exxon Mobil Corp | $1.4M | 8,091 |
 IAGG Ishares TR | $1.2M | 24K |
 LMT Lockheed Martin Corp | $217K | 359 |
🔒 Free account: see all 6.
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 | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WealthPoint Financial 13F FAQ
What does WealthPoint Financial own?
WealthPoint Financial reported 126 stocks worth $137M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPYM (9.6%), DYNF (3.8%) and IVW (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did WealthPoint Financial buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 76 added to, 37 trimmed and 6 sold out. New positions include IALT, GGOV and TFC. It sold all of QUAL, EFV and XOM.
When will WealthPoint Financial 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 WealthPoint Financial's portfolio worth?
The Q2 2026 filing reports $137M 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.