High Point Wealth Management, LLC ETF holdings
Chester, NJ
Reported $79.9M in 101 ETFs in its Form 13F for June 30, 2026.
ETF value
$79.9M
ETFs held
101
Change from prior quarter
+23.6%
With price moves
ETFs as a share of its 13F
65.4%
of $122.2M
Top 10 of 101 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IYW | iShares U.S. Technology ETF | $12.8M | 50,732 | −1,384 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $8.4M | 29,412 | +681 shares |
| FDVV | Fidelity High Dividend ETF | $6.5M | 108,405 | +258 shares |
| SOXX | iShares Semiconductor ETF | $4.6M | 7,205 | +433 shares |
| CIBR | First Trust NASDAQ Cybersecurity ETF | $4.6M | 50,935 | −2,855 shares |
| HDV | iShares Core High Dividend ETF | $3.6M | 130,155 | +104,382 shares |
| IVV | iShares Core S&P 500 ETF | $2.7M | 3,547 | +7 shares |
| IVE | iShares S&P 500 Value ETF | $2.3M | 10,047 | +332 shares |
| FUTY | Fidelity MSCI Utilities Index ETF | $2.1M | 36,594 | +5,366 shares |
| SKYY | First Trust Cloud Computing ETF | $2.1M | 15,836 | −200 shares |
91 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002106882. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does High Point Wealth Management, LLC own?
High Point Wealth Management, LLC reported 101 ETF positions worth $79.9M in its Form 13F for June 30, 2026. The largest was IYW, at $12.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.