High Point Wealth Management, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 247 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Dj Us Tech ETF with a value of $10.5B, Fidelity Covington Tr Msci Inf with a value of $5.81B, Fidelity High Dividend ETF with a value of $5.76B, First Tr Fd Ii Nasdaq Cybersec with a value of $4.02B, and Spdr S&P Software & Services E with a value of $3.86B.
Examining the 13F form we can see an increase of $107B in the current position value.
High Point Wealth Management, LLC is based out at Chester, NJ
Below you can find more details about High Point Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$107 Billion
ETFs: $67 Billion
Utilities: $12.2 Billion
Technology: $5.47 Billion
Financial Services: $5.44 Billion
Communication Services: $2.74 Billion
Consumer Defensive: $2.48 Billion
Real Estate: $2.19 Billion
Healthcare: $1.88 Billion
Other: $2.52 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
