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Filers›Asset Manager›WealthPoint Financial, LLC
DOSSIER · 13F-HR · Q1 2026

WealthPoint Financial, LLC

WealthPoint Financial's asset manager based in Omaha, NE — $115M in tracked AUM across 117 positions as of Q1 2026.

WF
WealthPoint Financial·Omaha, NE·Asset Manager
CIK 0002040860 · last filed Mar 31, 2026
Total AUM
$115M
▼ 6.7%
vs prior
Holdings
117
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

WealthPoint Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$5M68K4.7%
02
DYNF
BLACKROCK ETF TRUST
$5M80K4.2%
03
IVE
ISHARES TR
$5M23K4.2%
04
IVW
ISHARES TR
$4M34K3.6%
05
XLG
INVESCO EXCHANGE TRADED FD T
$4M69K3.6%
06
EFV
ISHARES TR
$3M45K2.8%
07
SPY
SPDR SP 500 ETF TR
$3M4K2.4%
08
SCHZ
SCHWAB STRATEGIC TR
$3M117K2.4%
09
AGGY
WISDOMTREE TR
$3M61K2.3%
10
IEMG
ISHARES INC
$3M38K2.2%

Filing history

Filing history loading…
AI Agent · grounded in WealthPoint
haiku-4-5 · 117 positions indexed
Sector mix
  • Tech8%
  • Financials50%
  • Cons. Disc.4%
  • Communications19%
  • Industrials12%
  • Energy7%
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