High Point Wealth Management, LLC - Portfolio Stock Holdings
High Point Wealth Management, LLC disclosed 260 stock positions in a recent SEC 13F filing. $119,497,591 of stock holdings were filed, with the largest holdings including IYW, FTEC, and FDVV. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
260Est. Stock Holding Value:
$119,497,591Top Stock Holdings By Sector
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Portfolio Stock Holdings - High Point Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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