High Point Wealth Management, LLC

DOSSIER · 13F-HR · Q2 2026

High Point Wealth Management, LLC

$122M in tracked AUM across 250 positions as of Q2 2026.

HP

CIK 0002106882 · last filed Jun 30, 2026

Total AUM

$122M

as of Q2 2026

Holdings

250

—

positions

Whale Score

51

51

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

High Point Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IYW

ISHARES DJ US TECHNOLOGY

$13M51K10.5%02

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

$8M29K6.9%03

FDVV

FIDELITY HIGH DIVIDEND ETF

$7M108K5.3%04

SOXX

ISHARES SEMICONDUCTOR ETF

$5M7K3.8%05

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF