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Portfolio (Quarterly) Guide ↗

High Point Wealth Management, LLC

· CIK 0002106882
13F Portfolio $104M AUM 250 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 65 Added 48 Reduced 26 Exited
Page 1 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 28,731.0 $6.0M 5.77% +3K +11.2% $208.05 +31.4%
2 FDVV FIDELITY HIGH DIVIDEND ETF 108,147.0 $6.0M 5.77% +7K +6.4% $55.24 +8.9%
3 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 44,363.0 $3.6M 3.47% +2K +4.1% $80.95 -3.1%
4 SO SOUTHERN CO COM Utilities 36,919.0 $3.6M 3.44% +1K +3.8% $96.52 -3.0%
5 HDV ISHARES TR HIGH DIVID EQUITY FD 25,773.0 $3.5M 3.38% +736.0 +2.9% $135.72 -79.6%
6 ED CONSOLIDATED EDISON INC COM Utilities 23,003.0 $2.6M 2.51% +956.0 +4.3% $113.18 -5.1%
7 SOXX ISHARES SEMICONDUCTOR ETF 6,772.0 $2.2M 2.15% +2K +37.1% $328.67 +59.8%
8 WELL HEALTH CARE REIT INC Real Estate 11,112.0 $2.2M 2.12% +2K +18.3% $197.70 +10.6%
9 FUTY FIDELITY MSCI UTILITIES INDEX ETF 31,228.0 $1.8M 1.78% +3K +10.1% $59.07 -1.5%
10 XLE ENERGY SELECT SECTOR SPDR 29,705.0 $1.8M 1.76% +1K +3.6% $61.26 -3.5%
11 PM PHILIP MORRIS INTL INC Consumer Defensive 8,992.0 $1.5M 1.44% +643.0 +7.7% $165.34 +14.1%
12 AMZN AMAZON.COM INC Consumer Cyclical 6,099.0 $1.3M 1.23% +1K +32.1% $208.27 +28.9%
13 BANK AMERICA CORP 7.25CNV PFD L 1,010.0 $1.2M 1.16% +150.0 +17.4% $1191.56
14 QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS Financial Services 44,553.0 $1.2M 1.15% +5K +12.5% $26.67 +14.3%
15 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 21,818.0 $1.1M 1.07% +12K +112.7% $50.81 +7.3%
16 GOOGL GOOGLE INC Communication Services 3,580.0 $1.0M 0.99% +137.0 +4.0% $287.53 +34.8%
17 WELLS FARGO & CO PERP PFD CNV A 885.0 $1.0M 0.99% +115.0 +14.9% $1155.00
18 SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM Financial Services 60,031.0 $965K 0.93% +35K +139.6% $16.07 +11.5%
19 FIDELITY MSCI HEALTH CARE INDEX ETF 13,006.0 $915K 0.88% +1K +10.7% $70.36
20 IAU ISHARES GOLD TRUST ETF Financial Services 8,847.0 $780K 0.75% +5K +103.6% $88.16 -3.1%
Page 1 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 35.0%
Financial Services 19.8%
Technology 8.9%
Communication Services 7.5%
Consumer Defensive 7.4%
Real Estate 7.1%
Healthcare 6.2%
Consumer Cyclical 4.7%
Energy 1.8%
Industrials 1.5%