Long-term investor
Wealthpoint Financial, LLC @wealthpointfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002040860).
Record
- Tracked since 2025-12-31 (250 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days +6.4% · 6 months n/a · 1 year n/a · all +6.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 9.6% · long · since 2025-12-31
- DYNF · 3.8% · long · since 2025-12-31
- IVW · 3.7% · long · since 2025-12-31
- IVE · 3.4% · long · since 2025-12-31
- IUSB · 3.4% · long · since 2025-12-31
- ACWX · 2.7% · long · since 2026-06-30
- CORO · 2.5% · long · since 2026-06-30
- SPY · 2.5% · long · since 2025-12-31
- SCHG · 2.2% · long · since 2025-12-31
- EPS · 2.2% · long · since 2025-12-31
- SCHZ · 2.2% · long · since 2025-12-31
- AGGY · 2.1% · long · since 2025-12-31