WealthPoint Financial, LLC
CIK 2040860 · Holdings on Dec 31, 2025 · First reported Feb 19, 2026
Top ten holdings
Q4 2025- SPYM4.75%
- DYNF4.25%
- IVE4.18%
- IVW3.61%
- XLG3.57%
- EFV2.81%
- SPY2.39%
- SCHZ2.37%
- AGGY2.35%
- IEMG2.24%
Share classes counted separately32.52%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $5.46M | 4.75% | 68.03K shares | Prior unavailable — | — | ↗▾ |
| 02 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $4.88M | 4.25% | 80.31K shares | Prior unavailable — | — | ↗▾ |
| 03 | IVEISHARES S&P 500 VALUE ETFSP 500 VAL ETF View history and evidence | $4.81M | 4.18% | 22.66K shares | Prior unavailable — | — | ↗▾ |
| 04 | IVWISHARES S&P 500 GROWTH ETFSP 500 GRWT ETF View history and evidence | $4.15M | 3.61% | 33.65K shares | Prior unavailable — | — | ↗▾ |
| 05 | XLGINVESCO S&P 500 TOP 50 ETFSP 500 TOP 50 View history and evidence | $4.10M | 3.57% | 69.24K shares | Prior unavailable — | — | ↗▾ |
| 06 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $3.23M | 2.81% | 45.30K shares | Prior unavailable — | — | ↗▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $2.74M | 2.39% | 4.02K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $2.72M | 2.37% | 116.56K shares | Prior unavailable — | — | ↗▾ |
| 09 | AGGYWISDOMTREE YIELD ENHANCED USYIELD ENHANCD US View history and evidence | $2.70M | 2.35% | 61.23K shares | Prior unavailable — | — | ↗▾ |
| 10 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $2.57M | 2.24% | 38.27K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2040860 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 19, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 114938729
}Research all 117 reported holdings.
This page includes 30 of 117 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 117 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"2040860","quarter":"2025Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"2040860","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.