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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 12 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 127.0 $8K 0.01% $60.80 -2.0%
222 MKL MARKEL GROUP INC COM Financial Services 4.0 $8K 0.01% $1914.00 -3.2%
223 ICICI BANK LIMITED ADR 275.0 $7K 0.01% NEW $25.90
224 HUM HUMANA INC COM Healthcare 40.0 $7K 0.01% $175.38 +73.2%
225 AMRIZE LTD SHS 125.0 $7K 0.01% NEW $56.02
226 OTIS OTIS WORLDWIDE CORP COM Industrials 80.0 $6K 0.01% NEW $77.08 -7.1%
227 EFC ELLINGTON FINANCIAL INC COM Real Estate 516.0 $6K 0.01% +16.0 +3.2% $11.85 +14.5%
228 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 120.0 $6K 0.01% +1.0 +0.8% $49.61 +29.6%
229 MUR MURPHY OIL CORP COM Energy 130.0 $5K 0.01% NEW $41.25 -8.4%
230 AGNC AGNC INVT CORP COM Real Estate 500.0 $5K 0.01% $10.03 +2.3%
231 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 81.0 $5K 0.01% $59.02 +14.5%
232 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 121.0 $4K 0.00% $36.36 +14.3%
233 EMN EASTMAN CHEM CO COM Basic Materials 54.0 $4K 0.00% $76.67 -4.5%
234 TBIL F/M US TREASURY 3 MONTH BILL FUND 83.0 $4K 0.00% NEW $49.86 +0.2%
235 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 135.0 $4K 0.00% $30.12 +13.9%
236 ETN EATON CORP PLC SHS Industrials 11.0 $4K 0.00% $361.00 +5.7%
237 CLOZ ELDRIDGE BBB-B CLO ETF 150.0 $4K 0.00% +3.0 +2.0% $25.68 +2.9%
238 AMD ADVANCED MICRO DEVICES INC COM Technology 17.0 $3K 0.00% $203.41 +121.0%
239 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 10.0 $3K 0.00% $330.90 -9.2%
240 PFE PFIZER INC COM Healthcare 100.0 $3K 0.00% NEW $28.08 -7.6%
Page 12 of 13  ·  250 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%