# EDGAR Filing Document

**Accession Number:** 0002040860
**File Stem:** 0002040860-26-000003
**Filing Date:** 2026-6
**Character Count:** 15916
**Document Hash:** 420890bcc4c004efed6c8c84e37787ff
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002040860-26-000003.hdr.sgml**: 20260626

**ACCESSION NUMBER**: 0002040860-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR/A

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260626

**DATE AS OF CHANGE**: 20260626

**EFFECTIVENESS DATE**: 20260626

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WealthPoint Financial, LLC
- **CENTRAL INDEX KEY:** 0002040860

**ORGANIZATION NAME:**
- **EIN:** 992490425
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26665
- **FILM NUMBER:** 261124486

**BUSINESS ADDRESS:**
- **STREET 1:** 102 HIDDEN PASTURES DR. SUITE 213
- **CITY:** CRAMERTON
- **STATE:** NC
- **ZIP:** 28032
- **BUSINESS PHONE:** 704-675-5300

**MAIL ADDRESS:**
- **STREET 1:** 102 HIDDEN PASTURES DR. SUITE 213
- **CITY:** CRAMERTON
- **STATE:** NC
- **ZIP:** 28032

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [x] **Amendment Number:** 2

**This Amendment (Check only one.):** [x] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WealthPoint Financial LLC<br>**Address:** 102 HIDDEN PASTURES DR. SUITE 213<br>CRAMERTON, NC 28032

**Form 13F File Number:** 028-26665

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** NICOLE GOFF<br>**Title:** Compliance Ops Sr. Consultant<br>**Phone:** 5136876203

**Signature, Place, and Date of Signing:**

NICOLE GOFF  Cincinnati, OH  06-26-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 121

**Form 13F Information Table Value Total:** $119480241

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                 | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | AE Wealth Management |  |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 203869 | 874 | SH |  | SOLE | 0 | 0 | 0 | 874 |
| DELTA AIR LINES INC | COM NEW | 247361702 |  | 204958 | 3083 | SH |  | SOLE | 0 | 0 | 0 | 3083 |
| QUALCOMM INC | COM | 747525103 |  | 212487 | 1650 | SH |  | SOLE | 0 | 0 | 0 | 1650 |
| PFIZER INC | COM | 717081103 |  | 215612 | 7678 | SH |  | SOLE | 0 | 0 | 0 | 7678 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 216308 | 3499 | SH |  | SOLE | 0 | 0 | 0 | 3499 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 216573 | 256 | SH |  | SOLE | 0 | 0 | 0 | 256 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 217156 | 359 | SH |  | SOLE | 0 | 0 | 0 | 359 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 222644 | 694 | SH |  | SOLE | 0 | 0 | 0 | 694 |
| ISHARES TR | CORE SP MCP ETF | 464287507 |  | 226561 | 3355 | SH |  | SOLE | 0 | 0 | 0 | 3355 |
| CUMMINS INC | COM | 231021106 |  | 227582 | 423 | SH |  | SOLE | 0 | 0 | 0 | 423 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A672 |  | 227990 | 7955 | SH |  | SOLE | 0 | 0 | 0 | 7955 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 229990 | 2513 | SH |  | SOLE | 0 | 0 | 0 | 2513 |
| MCDONALDS CORP | COM | 580135101 |  | 241046 | 776 | SH |  | SOLE | 0 | 0 | 0 | 776 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 246151 | 5298 | SH |  | SOLE | 0 | 0 | 0 | 5298 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 247968 | 722 | SH |  | SOLE | 0 | 0 | 0 | 722 |
| US BANCORP | COM NEW | 902973304 |  | 249403 | 4795 | SH |  | SOLE | 0 | 0 | 0 | 4795 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 249523 | 3233 | SH |  | SOLE | 0 | 0 | 0 | 3233 |
| CSX CORP | COM | 126408103 |  | 260010 | 6334 | SH |  | SOLE | 0 | 0 | 0 | 6334 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 260358 | 2720 | SH |  | SOLE | 0 | 0 | 0 | 2720 |
| PROLOGIS INC | COM | 74340W103 |  | 271235 | 2052 | SH |  | SOLE | 0 | 0 | 0 | 2052 |
| FLEXSHARES TR | HIG YLD VL ETF | 33939L662 |  | 284065 | 7091 | SH |  | SOLE | 0 | 0 | 0 | 7091 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 |  | 287504 | 6316 | SH |  | SOLE | 0 | 0 | 0 | 6316 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 292479 | 1207 | SH |  | SOLE | 0 | 0 | 0 | 1207 |
| TESLA INC | COM | 88160R101 |  | 294426 | 792 | SH |  | SOLE | 0 | 0 | 0 | 792 |
| COCA COLA CO | COM | 191216100 |  | 301373 | 3963 | SH |  | SOLE | 0 | 0 | 0 | 3963 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 301622 | 8996 | SH |  | SOLE | 0 | 0 | 0 | 8996 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A367 |  | 308036 | 13863 | SH |  | SOLE | 0 | 0 | 0 | 13863 |
| METLIFE INC | COM | 59156R108 |  | 309958 | 4383 | SH |  | SOLE | 0 | 0 | 0 | 4383 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 312694 | 6229 | SH |  | SOLE | 0 | 0 | 0 | 6229 |
| WELLS FARGO  CO | COM | 949746101 |  | 313061 | 3932 | SH |  | SOLE | 0 | 0 | 0 | 3932 |
| WISDOMTREE TR | DYNAMIC INTL EQT | 97717X263 |  | 314945 | 7140 | SH |  | SOLE | 0 | 0 | 0 | 7140 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 316067 | 2664 | SH |  | SOLE | 0 | 0 | 0 | 2664 |
| SOUTHERN CO | COM | 842587107 |  | 316427 | 3278 | SH |  | SOLE | 0 | 0 | 0 | 3278 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A292 |  | 322956 | 10472 | SH |  | SOLE | 0 | 0 | 0 | 10472 |
| BANK AMERICA CORP | COM | 060505104 |  | 323931 | 6645 | SH |  | SOLE | 0 | 0 | 0 | 6645 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 336716 | 3447 | SH |  | SOLE | 0 | 0 | 0 | 3447 |
| MERCK  CO INC | COM | 58933Y105 |  | 336911 | 2801 | SH |  | SOLE | 0 | 0 | 0 | 2801 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A607 |  | 341783 | 3385 | SH |  | SOLE | 0 | 0 | 0 | 3385 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X871 |  | 344723 | 8163 | SH |  | SOLE | 0 | 0 | 0 | 8163 |
| BLACKROCK INC | COM | 09290D101 |  | 347413 | 361 | SH |  | SOLE | 0 | 0 | 0 | 361 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X772 |  | 361714 | 7932 | SH |  | SOLE | 0 | 0 | 0 | 7932 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 372026 | 12126 | SH |  | SOLE | 0 | 0 | 0 | 12126 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 391842 | 7784 | SH |  | SOLE | 0 | 0 | 0 | 7784 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 393395 | 15355 | SH |  | SOLE | 0 | 0 | 0 | 15355 |
| FLEXSHARES TR | QUALT DIVD IDX | 33939L860 |  | 399325 | 5049 | SH |  | SOLE | 0 | 0 | 0 | 5049 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 410099 | 6925 | SH |  | SOLE | 0 | 0 | 0 | 6925 |
| HOME DEPOT INC | COM | 437076102 |  | 410413 | 1248 | SH |  | SOLE | 0 | 0 | 0 | 1248 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 411252 | 2487 | SH |  | SOLE | 0 | 0 | 0 | 2487 |
| ABBVIE INC | COM | 00287Y109 |  | 415995 | 1913 | SH |  | SOLE | 0 | 0 | 0 | 1913 |
| AMAZON COM INC | COM | 023135106 |  | 416957 | 2002 | SH |  | SOLE | 0 | 0 | 0 | 2002 |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | 78464A391 |  | 419116 | 20306 | SH |  | SOLE | 0 | 0 | 0 | 20306 |
| FLEXSHARES TR | INTL QLTDV IDX | 33939L837 |  | 429540 | 13563 | SH |  | SOLE | 0 | 0 | 0 | 13563 |
| PROCTER GAMBLE CO | COM | 742718109 |  | 430527 | 2981 | SH |  | SOLE | 0 | 0 | 0 | 2981 |
| ATT INC | COM | 00206R102 |  | 431140 | 14872 | SH |  | SOLE | 0 | 0 | 0 | 14872 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R606 |  | 450985 | 19339 | SH |  | SOLE | 0 | 0 | 0 | 19339 |
| JOHNSON JOHNSON | COM | 478160104 |  | 475961 | 1947 | SH |  | SOLE | 0 | 0 | 0 | 1947 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 478780 | 1995 | SH |  | SOLE | 0 | 0 | 0 | 1995 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 486808 | 5252 | SH |  | SOLE | 0 | 0 | 0 | 5252 |
| WISDOMTREE TR | US HGH YLD CORP | 97717X172 |  | 491771 | 10799 | SH |  | SOLE | 0 | 0 | 0 | 10799 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 501494 | 9545 | SH |  | SOLE | 0 | 0 | 0 | 9545 |
| WISDOMTREE TR | US QUALITY GROW | 97717Y477 |  | 504849 | 9449 | SH |  | SOLE | 0 | 0 | 0 | 9449 |
| CISCO SYS INC | COM | 17275R102 |  | 509626 | 6568 | SH |  | SOLE | 0 | 0 | 0 | 6568 |
| WISDOMTREE TR | US S CAP QTY DIV | 97717X651 |  | 519145 | 9803 | SH |  | SOLE | 0 | 0 | 0 | 9803 |
| WALMART INC | COM | 931142103 |  | 534291 | 4299 | SH |  | SOLE | 0 | 0 | 0 | 4299 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 537125 | 11116 | SH |  | SOLE | 0 | 0 | 0 | 11116 |
| PARKER HANNIFIN CORP | COM | 701094104 |  | 548031 | 612 | SH |  | SOLE | 0 | 0 | 0 | 612 |
| CATERPILLAR INC | COM | 149123101 |  | 551423 | 778 | SH |  | SOLE | 0 | 0 | 0 | 778 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X855 |  | 554490 | 7294 | SH |  | SOLE | 0 | 0 | 0 | 7294 |
| SSGA ACTIVE TR | STATE STREET US | 78470P838 |  | 555157 | 18185 | SH |  | SOLE | 0 | 0 | 0 | 18185 |
| BROADCOM INC | COM | 11135F101 |  | 586338 | 1894 | SH |  | SOLE | 0 | 0 | 0 | 1894 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 587776 | 1366 | SH |  | SOLE | 0 | 0 | 0 | 1366 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 615821 | 4665 | SH |  | SOLE | 0 | 0 | 0 | 4665 |
| SSGA ACTIVE ETF TR | STATE STREET BLA | 78467V608 |  | 616229 | 15352 | SH |  | SOLE | 0 | 0 | 0 | 15352 |
| SPDR SERIES TRUST | STATE STRET SPDR | 78468R440 |  | 640487 | 18175 | SH |  | SOLE | 0 | 0 | 0 | 18175 |
| JPMORGAN CHASE CO | COM | 46625H100 |  | 651984 | 2216 | SH |  | SOLE | 0 | 0 | 0 | 2216 |
| META PLATFORMS INC | CL A | 30303M102 |  | 683831 | 1195 | SH |  | SOLE | 0 | 0 | 0 | 1195 |
| WISDOMTREE TR | US SHT TRM CORP | 97717X156 |  | 705820 | 14547 | SH |  | SOLE | 0 | 0 | 0 | 14547 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R515 |  | 802057 | 32341 | SH |  | SOLE | 0 | 0 | 0 | 32341 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 852386 | 6510 | SH |  | SOLE | 0 | 0 | 0 | 6510 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 864692 | 3007 | SH |  | SOLE | 0 | 0 | 0 | 3007 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 896831 | 17270 | SH |  | SOLE | 0 | 0 | 0 | 17270 |
| SSGA ACTIVE TR | STATE STREET FIX | 78470P507 |  | 936439 | 36409 | SH |  | SOLE | 0 | 0 | 0 | 36409 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 |  | 969129 | 36849 | SH |  | SOLE | 0 | 0 | 0 | 36849 |
| WISDOMTREE TR | US MULTIFACTOR | 97717Y857 |  | 1000735 | 20266 | SH |  | SOLE | 0 | 0 | 0 | 20266 |
| ISHARES TR | 10 20 YR TRS ETF | 464288653 |  | 1158431 | 11502 | SH |  | SOLE | 0 | 0 | 0 | 11502 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1191653 | 23814 | SH |  | SOLE | 0 | 0 | 0 | 23814 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 1206338 | 25716 | SH |  | SOLE | 0 | 0 | 0 | 25716 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1372674 | 8091 | SH |  | SOLE | 0 | 0 | 0 | 8091 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1381656 | 60308 | SH |  | SOLE | 0 | 0 | 0 | 60308 |
| WISDOMTREE TR | WISDOMTREE US VA | 97717W547 |  | 1408635 | 14870 | SH |  | SOLE | 0 | 0 | 0 | 14870 |
| BLACKROCK ETF TRUST | ISHARES LARGE CA | 09290C855 |  | 1429750 | 34821 | SH |  | SOLE | 0 | 0 | 0 | 34821 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 1432314 | 20219 | SH |  | SOLE | 0 | 0 | 0 | 20219 |
| MICROSOFT CORP | COM | 594918104 |  | 1451504 | 3921 | SH |  | SOLE | 0 | 0 | 0 | 3921 |
| ISHARES TR | MBS ETF | 464288588 |  | 1508850 | 15891 | SH |  | SOLE | 0 | 0 | 0 | 15891 |
| APPLE INC | COM | 037833100 |  | 1633208 | 6435 | SH |  | SOLE | 0 | 0 | 0 | 6435 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1670275 | 9577 | SH |  | SOLE | 0 | 0 | 0 | 9577 |
| SSGA ACTIVE TR | STATE STREET US | 78470P408 |  | 1695073 | 29357 | SH |  | SOLE | 0 | 0 | 0 | 29357 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 1772430 | 23839 | SH |  | SOLE | 0 | 0 | 0 | 23839 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 1829690 | 50516 | SH |  | SOLE | 0 | 0 | 0 | 50516 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 1837387 | 40249 | SH |  | SOLE | 0 | 0 | 0 | 40249 |
| WISDOMTREE TR | MORTGAGE PLUS BD | 97717Y725 |  | 1859567 | 42070 | SH |  | SOLE | 0 | 0 | 0 | 42070 |
| INVESCO EXCH TRADED FD TR II | SP 500 MOMNTM | 46138E339 |  | 1912933 | 17063 | SH |  | SOLE | 0 | 0 | 0 | 17063 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 1913279 | 6360 | SH |  | SOLE | 0 | 0 | 0 | 6360 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 1942381 | 24105 | SH |  | SOLE | 0 | 0 | 0 | 24105 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1985809 | 10353 | SH |  | SOLE | 0 | 0 | 0 | 10353 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 2025535 | 61473 | SH |  | SOLE | 0 | 0 | 0 | 61473 |
| BLUEROCK PVT REAL ESTATE FD | COM | 09631P102 |  | 2033777 | 122443 | SH |  | SOLE | 0 | 0 | 0 | 122443 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 2382526 | 51581 | SH |  | SOLE | 0 | 0 | 0 | 51581 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 2382892 | 81802 | SH |  | SOLE | 0 | 0 | 0 | 81802 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 2438870 | 27765 | SH |  | SOLE | 0 | 0 | 0 | 27765 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 |  | 2528124 | 55127 | SH |  | SOLE | 0 | 0 | 0 | 55127 |
| WISDOMTREE TR | US LARGECAP FUND | 97717W588 |  | 2547723 | 37406 | SH |  | SOLE | 0 | 0 | 0 | 37406 |
| STATE STR SPDR SP 500 ETF T | TR UNIT | 78462F103 |  | 2596808 | 3993 | SH |  | SOLE | 0 | 0 | 0 | 3993 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 2653076 | 38748 | SH |  | SOLE | 0 | 0 | 0 | 38748 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 2800378 | 120602 | SH |  | SOLE | 0 | 0 | 0 | 120602 |
| BLACKROCK ETF TRUST | ISHARES INTL CTR | 09290C764 |  | 2827245 | 87931 | SH |  | SOLE | 0 | 0 | 0 | 87931 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 |  | 2939152 | 67644 | SH |  | SOLE | 0 | 0 | 0 | 67644 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3917226 | 34632 | SH |  | SOLE | 0 | 0 | 0 | 34632 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 4362045 | 74975 | SH |  | SOLE | 0 | 0 | 0 | 74975 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 4881999 | 23121 | SH |  | SOLE | 0 | 0 | 0 | 23121 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 6810682 | 88982 | SH |  | SOLE | 0 | 0 | 0 | 88982 |

---