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Home > Institutional Investor > Wealthpoint Financial, Llc > 13F Holdings

Instuitional Investor - Wealthpoint Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 150,414 $13,218,388 9.64%
2.
Blackrock Etf Trust
 DYNF 76,506 $5,203,173 3.79%
3.
Ishares Trust
 IEF 36,630 $5,037,724 3.67%
4.
Ishares Trust
 IEF 20,661 $4,691,287 3.42%
5.
Ishares Tr
 100,866 $4,654,966 3.39%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.