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Bradford Gruby

High Point Wealth Management, Llc

Assets Managed
$122.245M
Holdings
250
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
17.99%(2Q avg: 7.63%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in High Point Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 250 positions.

Assets under management

The assets under management (AUM) of High Point Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 122.245M in assets, with a quarterly growth rate of 17.99% and a 2-quarter average growth rate of 7.63%. The portfolio is managed by Bradford Gruby, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IYW
Ishares Ustechnology Etf
Recent Activity
Decreased -2.65%
10.47%
$12.796M
50,732 shares@ $252.23 avg price
FTEC
Fidelity Msci Info Tech Etf
Recent Activity
Increased 2.38%
6.88%
$8.399M
29,412 shares@ $285.58 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Increased 0.24%
5.35%
$6.536M
108,405 shares@ $60.3 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Increased 6.4%
3.78%
$4.617M
7,205 shares@ $640.75 avg price
CIBR
First Trust Nasdaq Cybersecu
Recent Activity
Decreased -5.3%
3.75%
$4.577M
50,935 shares@ $89.86 avg price
PEG
Public Service Enterprise Gp
Recent Activity
Increased 0.48%
2.96%
$3.617M
44,572 shares@ $81.17 avg price
SO
Southern Co The
Recent Activity
Increased 1.14%
2.93%
$3.574M
37,339 shares@ $95.72 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 405.01%
2.92%
$3.568M
130,155 shares@ $27.42 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.2%
2.18%
$2.656M
3,547 shares@ $748.94 avg price
WELL
Welltower Inc
Recent Activity
Increased 3.81%
2.15%
$2.618M
11,535 shares@ $226.98 avg price

1-10 of 250