WealthPoint Financial, LLC Q4 2025 Filing
Filed February 19, 2026
Portfolio Value
$114.9M
Holdings
117
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (117 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | FITBFIFTH THIRD BANCORP | 5,161 | $241K | 0.21% | |
| 102 | PEPPEPSICO INC | 1,665 | $239K | 0.21% | |
| 103 | PLDPROLOGIS INC | 1,867 | $238K | 0.21% | |
| 104 | PFEPFIZER INC | 9,456 | $235K | 0.20% | |
| 105 | MCDMCDONALDS CORP | 763 | $233K | 0.20% | |
| 106 | UNHUNITEDHEALTH GROUP INC | 706 | $233K | 0.20% | |
| 107 | VTIVANGUARD INDEX FDS | 694 | $232K | 0.20% | |
| 108 | GSGOLDMAN SACHS GROUP INC | 261 | $229K | 0.20% | |
| 109 | USBUS BANCORP DEL | 4,234 | $225K | 0.20% | |
| 110 | SPYDSPDR SERIES TRUST | 5,217 | $225K | 0.20% | |
| 111 | IJHISHARES TR | 3,386 | $223K | 0.19% | |
| 112 | BIVVANGUARD BD INDEX FDS | 2,863 | $222K | 0.19% | |
| 113 | BDXBECTON DICKINSON CO | 1,136 | $220K | 0.19% | |
| 114 | FERGFERGUSON ENTERPRISES INC | 974 | $216K | 0.19% | |
| 115 | DDOMINION ENERGY INC | 3,655 | $214K | 0.19% | |
| 116 | BKBANK NEW YORK MELLON CORP | 1,824 | $211K | 0.18% | |
| 117 | LLYELI LILLY CO | 193 | $207K | 0.18% |
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