SEC Form 13F

WealthPoint Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$137,163,640
Positions126

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$13,218,388150,414
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$5,203,17376,506
ISHARES TRIVWSP 500 GRWT ETF$5,037,72436,630
ISHARES TRIVESP 500 VAL ETF$4,691,28720,661
ISHARES TRIUSBCORE UNIVRSL USD$4,654,966100,866
ISHARES TRACWXMSCI ACWI EX US$3,665,99048,167
BLACKROCK ETF TRUSTCOROISHA IN CTRY ETF$3,405,44793,045
STATE STR SPDR SP 500 ETF TSPYTR UNIT$3,397,0574,549
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$2,999,07088,625
WISDOMTREE TREPSUS LARGECAP FUND$2,957,96538,025

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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