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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 8 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 753.0 $43K 0.04% +202.0 +36.7% $57.63 +6.7%
142 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 450.0 $43K 0.04% -590.0 -56.7% $95.41 +20.4%
143 AMT AMERICAN TOWER CORP Real Estate 244.0 $42K 0.04% $172.50 +6.5%
144 IHF ISHARES DJ US HEALTH CARE PROVIDERS 1,000.0 $42K 0.04% $41.85 +20.0%
145 ALGN ALIGN TECHNOLOGY INC Healthcare 244.0 $42K 0.04% $171.43 -4.9%
146 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 84.0 $42K 0.04% $494.19 -8.6%
147 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 209.0 $41K 0.04% +40.0 +23.7% $198.55 -10.4%
148 UNH UNITEDHEALTH GROUP Healthcare 153.0 $41K 0.04% $270.88 +41.5%
149 QCOM QUALCOMM INC COM Technology 319.0 $41K 0.04% $128.92 +57.1%
150 SCZ ISHARES MSCI EAFE SMALL CAP ETF 500.0 $39K 0.04% $78.41 +8.5%
151 FCFS FIRST CASH FINANCIAL Financial Services 207.0 $39K 0.04% $188.27 +20.2%
152 HON HONEYWELL INTL INC Industrials 171.0 $39K 0.04% -34.0 -16.6% $225.84 -0.9%
153 HNGE HINGE HEALTH INC CL A Healthcare 1,000.0 $39K 0.04% $38.56 +42.9%
154 HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 481.0 $38K 0.04% +4.0 +0.8% $79.58 +0.4%
155 PHM PULTE GROUP INC COM Consumer Cyclical 321.0 $38K 0.04% $117.60 -1.1%
156 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 389.0 $38K 0.04% $96.47 +2.3%
157 FDTX FIDELITY DISRUPTIVE TECHNOLOGY ETF 1,000.0 $37K 0.04% $36.92 +36.8%
158 HRB BLOCK H & R INC COM Consumer Cyclical 1,152.0 $37K 0.04% -1K -49.5% $31.75 +19.3%
159 ADSK AUTODESK INC COM Technology 150.0 $36K 0.04% $239.40 +0.3%
160 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 56.0 $35K 0.03% $621.54 +7.0%
Page 8 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%