13F Filings History of WealthPoint Financial, LLC

Latest 13F report
Q4 2025 - 19 Feb 2026
Value $
$114,938,729
Signature - Title
Nicole Goff - Manager Compliance Service and Support
Location
Cramerton, NC
Summary
This page shows a list of all the recent 13F filings made by WealthPoint Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthPoint Financial, LLC reported 117 stock holdings with total value $114,938,729 as of Q4 2025. Top holdings included SPYM, DYNF, IVE, IVW, and XLG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 117 $114,938,729 $0 $0 $0 SPYM, DYNF, IVE, IVW, XLG 13F-HR 19 Feb 2026, 16:30