High Point Wealth Management, LLC

High Point Wealth Management, LLC is an Investment Adviser institutional filer with the SEC under CIK 2106882, reporting 250 portfolio positions, with 2 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: NJ
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-20

Top 10 portfolio positions

The largest reported holdings in High Point Wealth Management, LLC's most recent 13F filing, ranked by reported market value.

1. ISHARES DJ US TECHNOLOGY (IYW)
2. FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC)
3. FIDELITY HIGH DIVIDEND ETF (FDVV)
4. ISHARES SEMICONDUCTOR ETF (SOXX)
5. FIRST TRUST NASDAQ CYBERSECURITY ETF (CIBR)
6. PUBLIC SVC ENTERPRISE GROUP COM (PEG)
7. SOUTHERN CO COM (SO)
8. ISHARES TR HIGH DIVID EQUITY FD (HDV)
9. ISHARES S&P 500 INDEX (IVV)
10. HEALTH CARE REIT INC (WELL)