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NICOLE GOFF

Wealthpoint Financial, Llc

Assets Managed
$114.939M
Holdings
117
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthpoint Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 117 positions.

Assets under management

The assets under management (AUM) of Wealthpoint Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 114.939M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by NICOLE GOFF, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
4.75%
$5.457M
68,027 shares@ $80.23 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
4.25%
$4.884M
80,308 shares@ $60.81 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
4.19%
$4.806M
22,661 shares@ $212.07 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
3.61%
$4.148M
33,654 shares@ $123.26 avg price
XLG
Invesco S&p 500 Top 50 Etf
Recent Activity
3.58%
$4.104M
69,239 shares@ $59.29 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
2.82%
$3.235M
45,296 shares@ $71.41 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
2.39%
$2.743M
4,023 shares@ $681.92 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
2.38%
$2.724M
116,565 shares@ $23.37 avg price
AGGY
Wisdomtree Yield Enhanced Us
Recent Activity
2.35%
$2.697M
61,227 shares@ $44.06 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
2.24%
$2.572M
38,267 shares@ $67.23 avg price

1-10 of 117