High Point Wealth Management, LLC Portfolio Holdings

High Point Wealth Management, LLC

  • $107 Billion
  • Q4 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.5 Billion 9.86% of portfolio
52,598
Q4 2025 New
$0
$5.81 Billion 5.45% of portfolio
25,838
Q4 2025 New
$0
$5.76 Billion 5.41% of portfolio
101,609
Q4 2025 New
$0
$4.02 Billion 3.78% of portfolio
56,291
Q4 2025 New
$0
$3.86 Billion 3.62% of portfolio
20,617
Q4 2025 New
$41.3B
$3.42 Billion 3.21% of portfolio
42,610
Q4 2025 New
$98.6B
$3.1 Billion 2.91% of portfolio
35,556
Q4 2025 New
$0
$3.04 Billion 2.86% of portfolio
25,037
Q4 2025 New
$0
$2.49 Billion 2.34% of portfolio
3,635
Q4 2025 New
$0
$2.27 Billion 2.13% of portfolio
17,450
Q4 2025 New
$36B
$2.19 Billion 2.06% of portfolio
22,047
Q4 2025 New
$0
$2.09 Billion 1.96% of portfolio
9,849
Q4 2025 New
$0
$1.95 Billion 1.83% of portfolio
31,383
Q4 2025 New
$0
$1.75 Billion 1.65% of portfolio
31,995
Q4 2025 New
$89.8B
$1.74 Billion 1.64% of portfolio
9,390
Q4 2025 New
$0
$1.57 Billion 1.47% of portfolio
28,368
Q4 2025 New
$0
$1.52 Billion 1.43% of portfolio
9,062
Q4 2025 New
$0
$1.49 Billion 1.4% of portfolio
4,940
Q4 2025 New
$0
$1.37 Billion 1.29% of portfolio
13,157
Q4 2025 New
$237B
$1.34 Billion 1.26% of portfolio
8,349
Q4 2025 New
$0
$1.28 Billion 1.2% of portfolio
28,684
Q4 2025 New
$0
$1.15 Billion 1.08% of portfolio
6,020
Q4 2025 New
$0
$1.13 Billion 1.06% of portfolio
39,613
Q4 2025 New
$1.74T
$1.11 Billion 1.04% of portfolio
3,529
Q4 2025 New
Bank America Corp 7.25 Cnv Pfd L
-
$1.08 Billion 1.01% of portfolio
-
Q4 2025 New
$1.65T
$1.08 Billion 1.01% of portfolio
3,443
Q4 2025 New
$2.39T
$1.07 Billion 1.0% of portfolio
4,618
Q4 2025 New
Wells Fargo & CO Perp Pfd Cnv A
-
$933 Million 0.88% of portfolio
-
Q4 2025 New
$102B
$922 Million 0.87% of portfolio
8,150
Q4 2025 New
$0
$917 Million 0.86% of portfolio
1,217
Q4 2025 New
$0
$896 Million 0.84% of portfolio
13,768
Q4 2025 New
$0
$873 Million 0.82% of portfolio
11,754
Q4 2025 New
$3.78T
$846 Million 0.79% of portfolio
1,750
Q4 2025 New
$0
$769 Million 0.72% of portfolio
9,905
Q4 2025 New
$533B
$755 Million 0.71% of portfolio
2,154
Q4 2025 New
$0
$647 Million 0.61% of portfolio
11,817
Q4 2025 New
$82.2B
$647 Million 0.61% of portfolio
2,950
Q4 2025 New
$96.4B
$626 Million 0.59% of portfolio
5,340
Q4 2025 New
$0
$624 Million 0.59% of portfolio
14,613
Q4 2025 New
$0
$621 Million 0.58% of portfolio
5,875
Q4 2025 New
$881B
$573 Million 0.54% of portfolio
1,779
Q4 2025 New
-
$575 Million 0.54% of portfolio
-
Q4 2025 New
$0
$574 Million 0.54% of portfolio
39,066
Q4 2025 New
$19.3B
$565 Million 0.53% of portfolio
6,109
Q4 2025 New
$0
$568 Million 0.53% of portfolio
832
Q4 2025 New
$62.3B
$566 Million 0.53% of portfolio
4,905
Q4 2025 New
$4.3T
$528 Million 0.5% of portfolio
1,942
Q4 2025 New
$139B
$522 Million 0.49% of portfolio
1,510
Q4 2025 New
$522B
$514 Million 0.48% of portfolio
2,484
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $107 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 247 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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