High Point Wealth Management, LLC
CIK 2106882 · Holdings on Dec 31, 2025 · First reported Jan 29, 2026
Top ten holdings
Q4 2025- IYW9.86%
- FTEC5.45%
- FDVV5.41%
- CIBR3.78%
- XSW3.62%
- PEG3.21%
- SO2.91%
- HDV2.86%
- IVV2.34%
- SKYY2.13%
Share classes counted separately41.57%
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 | IYWISHARES USTECHNOLOGY ETFETF View history and evidence | $10.50M | 9.86% | 52.60K shares | Prior unavailable — | — | ↗▾ |
| 02 | FTECFIDELITY MSCI INFO TECH INDXETF View history and evidence | $5.81M | 5.45% | 25.84K shares | Prior unavailable — | — | ↗▾ |
| 03 | FDVVFIDELITY HIGH DIVIDEND ETFETF View history and evidence | $5.76M | 5.41% | 101.61K shares | Prior unavailable — | — | ↗▾ |
| 04 | CIBRFIRST TRUST NASDAQ CYBERSECUETF View history and evidence | $4.02M | 3.78% | 56.29K shares | Prior unavailable — | — | ↗▾ |
| 05 | XSWSS SPDR S&P SOFT & SERV ETFETF View history and evidence | $3.86M | 3.62% | 20.62K shares | Prior unavailable — | — | ↗▾ |
| 06 | PEGPUBLIC SERVICE ENTERPRISE GPStock View history and evidence | $3.42M | 3.21% | 42.61K shares | Prior unavailable — | — | ↗▾ |
| 07 | SOSOUTHERN CO/THEStock View history and evidence | $3.10M | 2.91% | 35.56K shares | Prior unavailable — | — | ↗▾ |
| 08 | HDVISHARES CORE HIGH DIVIDEND EETF View history and evidence | $3.04M | 2.86% | 25.04K shares | Prior unavailable — | — | ↗▾ |
| 09 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $2.49M | 2.34% | 3.63K shares | Prior unavailable — | — | ↗▾ |
| 10 | SKYYFIRST TRUST CLOUD COMPUTINGETF View history and evidence | $2.27M | 2.13% | 17.45K 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 2106882 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 106514314
}Research all 247 reported holdings.
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