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DOSSIER · 13F-HR · Q2 2026

WealthPoint Financial, LLC

$137M in tracked AUM across 126 positions as of Q2 2026.

WF
CIK 0002040860 · last filed Jun 30, 2026
Total AUM
$137M
as of Q2 2026
Holdings
126
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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