High Point Wealth Management, LLC
•CIK: 2106882•Filing: Q4 2025
**High Point Wealth Management, LLC** manages $107M across a diversified portfolio of 247 positions. The fund exhibits notable concentration in technology and sector-specific ETFs, with top holdings including IYW at $10.5M and FTEC and FDVV each at $5.8M. Further significant allocations are observed in CIBR ($4.0M) and XSW ($3.9M). This positioning suggests a tactical, growth-oriented mandate focused on thematic market exposure.
Total AUM
$106.5M
QoQ Performance
N/A
Positions
247
Top 10 Concentration
41.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IYW
FTEC
FDVV
IYW9.9%
FTEC5.5%
FDVV5.4%
CIBR3.8%
XSW3.6%
PEG3.2%
SO2.9%
HDV2.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other75.9%
Utilities8.8%
Technology4.9%
ETF3.2%
Financial2.3%
Consumer1.7%
Healthcare1.6%
Consumer Staples0.7%