High Point Wealth Management, LLC

13F filer · CIK 0002106882

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$122MU.S. long equity reported on 13F

Positions1646 new · 9 closed

Net flow last quarter+$478KBuys minus sells

Top 10 positions weight17.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026164 positions
PEGPublic Service Enterprise Group Inc	$3.62M	2.96%	0.01%	+0.5%	Q4 2025
SOSouthern Co	$3.57M	2.92%	0.00%	+1.1%	Q4 2025
WELLWelltower Inc.	$2.62M	2.14%	0.00%	+3.8%	Q4 2025
EDConsolidated Edison Inc	$2.57M	2.10%	0.01%	+0.9%	Q4 2025
SKYYSkye International, Inc	$2.13M	1.74%	Not reported	-1.3%	Q4 2025
PMPhilip Morris International Inc.	$1.64M	1.34%	0.00%	+0.7%	Q4 2025
QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund	$1.62M	1.33%	Not reported	+20.8%	Q4 2025
AMZNAmazon Com Inc	$1.47M	1.20%	0.00%	+1.1%	Q4 2025
GOOGLAlphabet Inc.	$1.28M	1.05%	0.00%	0.0%	Q4 2025
NOBLNoble International, Ltd.	$1.28M	1.04%	Not reported	+0.3%	Q4 2025
GOOGAlphabet Inc.	$1.25M	1.02%	Not reported	0.0%	Q4 2025
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$1.12M	0.92%	Not reported	+0.2%	Q4 2025
QTUMQuantum Group Inc	$1.02M	0.83%	Not reported	+3.4%	Q4 2025
JPMJPMorgan Chase & Co	$812K	0.66%	0.00%	+1.1%	Q4 2025
DUKDuke Energy CORP	$776K	0.63%	0.00%	+11.2%	Q4 2025
SNOWSnowflake Inc.	$738K	0.60%	0.00%	Not reported	Q4 2025
SPYSPDR S&P 500 ETF Trust	$721K	0.59%	Not reported	+1.2%	Q4 2025
GSGoldman Sachs Group Inc	$703K	0.58%	0.00%	+3.3%	Q4 2025
MSFTMicrosoft Corp	$699K	0.57%	0.00%	+0.1%	Q4 2025
VVisa Inc.	$682K	0.56%	0.00%	-7.8%	Q4 2025
ABBVAbbVie Inc.	$678K	0.55%	0.00%	+0.3%	Q4 2025
AEPAmerican Electric Power Co Inc	$674K	0.55%	0.00%	+0.2%	Q4 2025
IAUIshares Gold Trust	$645K	0.53%	0.00%	-3.4%	Q4 2025
JNJJohnson & Johnson	$636K	0.52%	0.00%	+0.4%	Q4 2025
ETREntergy Corp	$623K	0.51%	0.00%	-11.3%	Q4 2025
AVGOBroadcom Inc.	$570K	0.47%	0.00%	Not reported	Q4 2025
AAPLApple Inc.	$563K	0.46%	0.00%	+0.1%	Q4 2025
AEEAmeren Corp	$562K	0.46%	0.00%	+0.2%	Q4 2025
GILDGilead Sciences, Inc.	$514K	0.42%	0.00%	-0.8%	Q4 2025
HOODRobinhood Markets, Inc.	$491K	0.40%	0.00%	-17.7%	Q4 2025
METAMeta Platforms, Inc.	$483K	0.40%	Not reported	-18.5%	Q4 2025
UBSIUnited Bankshares Inc	$384K	0.31%	0.01%	+0.9%	Q4 2025
MOAltria Group, Inc.	$381K	0.31%	0.00%	+0.5%	Q4 2025
KOCoca Cola Co	$362K	0.30%	0.00%	+0.3%	Q4 2025
UBERUber Technologies, Inc	$361K	0.30%	0.00%	-11.9%	Q4 2025
FEFirstenergy Corp	$356K	0.29%	0.00%	+0.4%	Q4 2025
EVRGEvergy, Inc.	$343K	0.28%	0.00%	+54.2%	Q1 2026
CEGConstellation Energy Corp	$341K	0.28%	0.00%	+0.1%	Q4 2025
SMHMarket Vectors ETF Trust	$340K	0.28%	Not reported	+1.2%	Q4 2025
XOMExxonMobil Holdings Corp	$313K	0.26%	0.00%	Not reported	Q4 2025
PNWPinnacle West Capital Corp	$292K	0.24%	0.00%	+20.8%	Q4 2025
BRK.BBerkshire Hathaway Inc	$270K	0.22%	Not reported	Not reported	Q4 2025
USBUS Bancorp \de\	$265K	0.22%	0.00%	+21.0%	Q4 2025
MRKMerck & Co., Inc.	$206K	0.17%	0.00%	-3.5%	Q4 2025
EXCExelon Corp	$199K	0.16%	0.00%	+0.2%	Q4 2025
EQIXEquinix Inc	$184K	0.15%	0.00%	+21.2%	Q4 2025
ORealty Income Corp	$181K	0.15%	0.00%	+0.2%	Q4 2025
PGPROCTER & GAMBLE Co	$179K	0.15%	0.00%	Not reported	Q4 2025
MUMicron Technology Inc	$155K	0.13%	0.00%	+78.7%	Q4 2025
TJXTJX Companies Inc	$147K	0.12%	0.00%	Not reported	Q4 2025

Q1 2026Reported Apr 8, 2026166 positions
PEGPublic Service Enterprise Group Inc	$3.59M	3.47%	0.01%	+4.1%	Q4 2025
SOSouthern Co	$3.56M	3.44%	0.00%	+3.8%	Q4 2025
EDConsolidated Edison Inc	$2.6M	2.51%	0.01%	+4.3%	Q4 2025
WELLWelltower Inc.	$2.2M	2.12%	0.00%	+18.3%	Q4 2025
SKYYSkye International, Inc	$1.75M	1.69%	Not reported	-8.1%	Q4 2025
PMPhilip Morris International Inc.	$1.49M	1.43%	0.00%	+7.7%	Q4 2025
AMZNAmazon Com Inc	$1.27M	1.23%	0.00%	+32.1%	Q4 2025
NOBLNoble International, Ltd.	$1.2M	1.16%	Not reported	-13.9%	Q4 2025
QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund	$1.19M	1.15%	Not reported	+12.5%	Q4 2025
GOOGLAlphabet Inc.	$1.03M	0.99%	0.00%	+4.0%	Q4 2025
GOOGAlphabet Inc.	$1.01M	0.98%	Not reported	+0.1%	Q4 2025
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$965K	0.93%	Not reported	+139.6%	Q4 2025
IAUIshares Gold Trust	$780K	0.75%	0.00%	+103.6%	Q4 2025
DUKDuke Energy CORP	$722K	0.70%	0.00%	+3.3%	Q4 2025
JPMJPMorgan Chase & Co	$722K	0.70%	0.00%	+37.9%	Q4 2025
MSFTMicrosoft Corp	$693K	0.67%	0.00%	+7.0%	Q4 2025
ETREntergy Corp	$687K	0.66%	0.00%	+0.1%	Q4 2025
VVisa Inc.	$652K	0.63%	0.00%	+0.1%	Q4 2025
AEPAmerican Electric Power Co Inc	$645K	0.62%	0.00%	+0.2%	Q4 2025
QTUMQuantum Group Inc	$638K	0.62%	Not reported	+13.3%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$621K	0.60%	Not reported	+14.8%	Q4 2025
JNJJohnson & Johnson	$609K	0.59%	0.00%	+0.4%	Q4 2025
METAMeta Platforms, Inc.	$602K	0.58%	Not reported	+70.7%	Q4 2025
ABBVAbbVie Inc.	$584K	0.56%	0.00%	+38.2%	Q4 2025
GILDGilead Sciences, Inc.	$572K	0.55%	0.00%	+29.7%	Q4 2025
GSGoldman Sachs Group Inc	$569K	0.55%	0.00%	+32.5%	Q4 2025
AEEAmeren Corp	$546K	0.53%	0.00%	+0.2%	Q4 2025
AAPLApple Inc.	$493K	0.48%	0.00%	+0.1%	Q4 2025
AVGOBroadcom Inc.	$467K	0.45%	0.00%	Not reported	Q4 2025
SNOWSnowflake Inc.	$437K	0.42%	0.00%	-1.7%	Q4 2025
HOODRobinhood Markets, Inc.	$412K	0.40%	0.00%	-27.0%	Q4 2025
UBERUber Technologies, Inc	$409K	0.39%	0.00%	+7.2%	Q4 2025
XOMExxonMobil Holdings Corp	$388K	0.37%	0.00%	+13.9%	Q4 2025
CEGConstellation Energy Corp	$384K	0.37%	0.00%	Not reported	Q4 2025
FEFirstenergy Corp	$377K	0.36%	0.00%	-5.7%	Q4 2025
MOAltria Group, Inc.	$348K	0.34%	0.00%	-11.3%	Q4 2025
UBSIUnited Bankshares Inc	$344K	0.33%	0.01%	+1.0%	Q4 2025
KOCoca Cola Co	$337K	0.33%	0.00%	+2.3%	Q4 2025
BRK.BBerkshire Hathaway Inc	$259K	0.25%	Not reported	Not reported	Q4 2025
PNWPinnacle West Capital Corp	$227K	0.22%	0.00%	+19.4%	Q4 2025
EVRGEvergy, Inc.	$211K	0.20%	0.00%	New	Q1 2026
EXCExelon Corp	$209K	0.20%	0.00%	+0.1%	Q4 2025
MRKMerck & Co., Inc.	$200K	0.19%	0.00%	-6.0%	Q4 2025
SMHMarket Vectors ETF Trust	$196K	0.19%	Not reported	-45.0%	Q4 2025
USBUS Bancorp \de\	$188K	0.18%	0.00%	+5.5%	Q4 2025
ORealty Income Corp	$178K	0.17%	0.00%	-8.3%	Q4 2025
PGPROCTER & GAMBLE Co	$176K	0.17%	0.00%	+24.5%	Q4 2025
GLDSPDR Gold Trust	$166K	0.16%	0.00%	+39.9%	Q4 2025
TJXTJX Companies Inc	$155K	0.15%	0.00%	Not reported	Q4 2025
EQIXEquinix Inc	$143K	0.14%	0.00%	Not reported	Q4 2025

Q4 2025Reported Jan 29, 2026158 positions
PEGPublic Service Enterprise Group Inc	$3.42M	3.21%	0.01%	New	Q4 2025
SOSouthern Co	$3.1M	2.91%	0.00%	New	Q4 2025
SKYYSkye International, Inc	$2.27M	2.13%	Not reported	New	Q4 2025
EDConsolidated Edison Inc	$2.19M	2.06%	0.01%	New	Q4 2025
WELLWelltower Inc.	$1.74M	1.64%	0.00%	New	Q4 2025
NOBLNoble International, Ltd.	$1.37M	1.29%	Not reported	New	Q4 2025
PMPhilip Morris International Inc.	$1.34M	1.26%	0.00%	New	Q4 2025
QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund	$1.13M	1.06%	Not reported	New	Q4 2025
GOOGAlphabet Inc.	$1.11M	1.04%	Not reported	New	Q4 2025
GOOGLAlphabet Inc.	$1.08M	1.01%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$1.07M	1.00%	0.00%	New	Q4 2025
HOODRobinhood Markets, Inc.	$922K	0.87%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$846K	0.79%	0.00%	New	Q4 2025
VVisa Inc.	$755K	0.71%	0.00%	New	Q4 2025
SNOWSnowflake Inc.	$647K	0.61%	0.00%	New	Q4 2025
DUKDuke Energy CORP	$626K	0.59%	0.00%	New	Q4 2025
QTUMQuantum Group Inc	$575K	0.54%	Not reported	New	Q4 2025
BXMXNuveen S&P 500 BuyWrite Income Fund	$574K	0.54%	Not reported	New	Q4 2025
JPMJPMorgan Chase & Co	$573K	0.54%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$568K	0.53%	Not reported	New	Q4 2025
AEPAmerican Electric Power Co Inc	$566K	0.53%	0.00%	New	Q4 2025
ETREntergy Corp	$565K	0.53%	0.00%	New	Q4 2025
AAPLApple Inc.	$528K	0.50%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$522K	0.49%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$514K	0.48%	0.00%	New	Q4 2025
AEEAmeren Corp	$495K	0.46%	0.00%	New	Q4 2025
CEGConstellation Energy Corp	$485K	0.46%	0.00%	New	Q4 2025
COINCoinbase Global, Inc.	$465K	0.44%	0.00%	New	Q4 2025
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$452K	0.42%	Not reported	New	Q4 2025
GSGoldman Sachs Group Inc	$446K	0.42%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$444K	0.42%	0.00%	New	Q4 2025
UBERUber Technologies, Inc	$433K	0.41%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$407K	0.38%	Not reported	New	Q4 2025
GILDGilead Sciences, Inc.	$388K	0.36%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$354K	0.33%	0.00%	New	Q4 2025
FEFirstenergy Corp	$354K	0.33%	0.00%	New	Q4 2025
IAUIshares Gold Trust	$353K	0.33%	0.00%	New	Q4 2025
MOAltria Group, Inc.	$343K	0.32%	0.00%	New	Q4 2025
SMHMarket Vectors ETF Trust	$335K	0.31%	Not reported	New	Q4 2025
UBSIUnited Bankshares Inc	$316K	0.30%	0.01%	New	Q4 2025
KOCoca Cola Co	$303K	0.28%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$271K	0.25%	Not reported	New	Q4 2025
ORCLOracle Corp	$243K	0.23%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$242K	0.23%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$186K	0.17%	0.00%	New	Q4 2025
EXCExelon Corp	$185K	0.17%	0.00%	New	Q4 2025
USBUS Bancorp \de\	$183K	0.17%	0.00%	New	Q4 2025
ORealty Income Corp	$179K	0.17%	0.00%	New	Q4 2025
MSMorgan Stanley	$174K	0.16%	0.00%	New	Q4 2025
PNWPinnacle West Capital Corp	$168K	0.16%	0.00%	New	Q4 2025

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