High Point Wealth Management, LLC - Portfolio Stock Holdings
High Point Wealth Management, LLC disclosed 302 stock positions in a recent SEC 13F filing. $121,686,812 of stock holdings were filed, with the largest holdings including IYW, FTEC, and FDVV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $192,944,404 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
302Est. Stock Holding Value:
$121,686,812Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - High Point Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...