# EDGAR Filing Document

**Accession Number:** 0002040860
**File Stem:** 0002040860-26-000002
**Filing Date:** 2026-4
**Character Count:** 15443
**Document Hash:** 5c3e055dd427baad3d246d617c79cbf6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002040860-26-000002.hdr.sgml**: 20260423

**ACCESSION NUMBER**: 0002040860-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260423

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260423

**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
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26665
- **FILM NUMBER:** 26886279

**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** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] 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  Covington, KY  04-23-2026<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:** 117

**Form 13F Information Table Value Total:** $114938729

      (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 |
| ELI LILLY  CO | COM | 532457108 |  | 207552 | 193 | SH |  | SOLE | 0 | 0 | 0 | 193 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 211767 | 1824 | SH |  | SOLE | 0 | 0 | 0 | 1824 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 214146 | 3655 | SH |  | SOLE | 0 | 0 | 0 | 3655 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 216842 | 974 | SH |  | SOLE | 0 | 0 | 0 | 974 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 220464 | 1136 | SH |  | SOLE | 0 | 0 | 0 | 1136 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 222970 | 2863 | SH |  | SOLE | 0 | 0 | 0 | 2863 |
| ISHARES TR | CORE SP MCP ETF | 464287507 |  | 223470 | 3386 | SH |  | SOLE | 0 | 0 | 0 | 3386 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 |  | 225635 | 5217 | SH |  | SOLE | 0 | 0 | 0 | 5217 |
| US BANCORP DEL | COM NEW | 902973304 |  | 225953 | 4234 | SH |  | SOLE | 0 | 0 | 0 | 4234 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 229419 | 261 | SH |  | SOLE | 0 | 0 | 0 | 261 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 232678 | 694 | SH |  | SOLE | 0 | 0 | 0 | 694 |
| MCDONALDS CORP | COM | 580135101 |  | 233045 | 763 | SH |  | SOLE | 0 | 0 | 0 | 763 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 233058 | 706 | SH |  | SOLE | 0 | 0 | 0 | 706 |
| PFIZER INC | COM | 717081103 |  | 235451 | 9456 | SH |  | SOLE | 0 | 0 | 0 | 9456 |
| PROLOGIS INC | COM | 74340W103 |  | 238295 | 1867 | SH |  | SOLE | 0 | 0 | 0 | 1867 |
| PEPSICO INC | COM | 713448108 |  | 239005 | 1665 | SH |  | SOLE | 0 | 0 | 0 | 1665 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 241601 | 5161 | SH |  | SOLE | 0 | 0 | 0 | 5161 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 245041 | 8914 | SH |  | SOLE | 0 | 0 | 0 | 8914 |
| CSX CORP | COM | 126408103 |  | 245579 | 6775 | SH |  | SOLE | 0 | 0 | 0 | 6775 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 253127 | 855 | SH |  | SOLE | 0 | 0 | 0 | 855 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 253644 | 753 | SH |  | SOLE | 0 | 0 | 0 | 753 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A292 |  | 258844 | 8168 | SH |  | SOLE | 0 | 0 | 0 | 8168 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A607 |  | 274356 | 2793 | SH |  | SOLE | 0 | 0 | 0 | 2793 |
| SOUTHERN CO | COM | 842587107 |  | 283398 | 3250 | SH |  | SOLE | 0 | 0 | 0 | 3250 |
| COCA COLA CO | COM | 191216100 |  | 288436 | 4126 | SH |  | SOLE | 0 | 0 | 0 | 4126 |
| SPDR INDEX SHS FDS | SP INTL SMLCP | 78463X871 |  | 290065 | 7099 | SH |  | SOLE | 0 | 0 | 0 | 7099 |
| SPDR INDEX SHS FDS | SP INTL ETF | 78463X772 |  | 290588 | 6614 | SH |  | SOLE | 0 | 0 | 0 | 6614 |
| GALLAGHER ARTHUR J CO | COM | 363576109 |  | 296648 | 1146 | SH |  | SOLE | 0 | 0 | 0 | 1146 |
| FLEXSHARES TR | HIG YLD VL ETF | 33939L662 |  | 303272 | 7445 | SH |  | SOLE | 0 | 0 | 0 | 7445 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 304182 | 7468 | SH |  | SOLE | 0 | 0 | 0 | 7468 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 309581 | 1930 | SH |  | SOLE | 0 | 0 | 0 | 1930 |
| WISDOMTREE TR | DYNAMIC INTL EQT | 97717X263 |  | 312400 | 7175 | SH |  | SOLE | 0 | 0 | 0 | 7175 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 313103 | 3252 | SH |  | SOLE | 0 | 0 | 0 | 3252 |
| SPDR SERIES TRUST | BLOOMBERG ENHNCD | 78468R440 |  | 313765 | 10990 | SH |  | SOLE | 0 | 0 | 0 | 10990 |
| ATT INC | COM | 00206R102 |  | 314636 | 12667 | SH |  | SOLE | 0 | 0 | 0 | 12667 |
| TESLA INC | COM | 88160R101 |  | 316153 | 703 | SH |  | SOLE | 0 | 0 | 0 | 703 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 341322 | 5894 | SH |  | SOLE | 0 | 0 | 0 | 5894 |
| METLIFE INC | COM | 59156R108 |  | 343089 | 4346 | SH |  | SOLE | 0 | 0 | 0 | 4346 |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | 78464A391 |  | 347583 | 16265 | SH |  | SOLE | 0 | 0 | 0 | 16265 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 359818 | 3861 | SH |  | SOLE | 0 | 0 | 0 | 3861 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R606 |  | 360944 | 15249 | SH |  | SOLE | 0 | 0 | 0 | 15249 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 361122 | 7177 | SH |  | SOLE | 0 | 0 | 0 | 7177 |
| CATERPILLAR INC | COM | 149123101 |  | 362809 | 633 | SH |  | SOLE | 0 | 0 | 0 | 633 |
| BLACKROCK INC | COM | 09290D101 |  | 363069 | 339 | SH |  | SOLE | 0 | 0 | 0 | 339 |
| CISCO SYS INC | COM | 17275R102 |  | 381353 | 4951 | SH |  | SOLE | 0 | 0 | 0 | 4951 |
| BANK AMERICA CORP | COM | 060505104 |  | 391060 | 7110 | SH |  | SOLE | 0 | 0 | 0 | 7110 |
| FLEXSHARES TR | QUALT DIVD IDX | 33939L860 |  | 394434 | 4881 | SH |  | SOLE | 0 | 0 | 0 | 4881 |
| WALMART INC | COM | 931142103 |  | 396284 | 3557 | SH |  | SOLE | 0 | 0 | 0 | 3557 |
| FLEXSHARES TR | INTL QLTDV IDX | 33939L837 |  | 408272 | 13430 | SH |  | SOLE | 0 | 0 | 0 | 13430 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 415751 | 2009 | SH |  | SOLE | 0 | 0 | 0 | 2009 |
| SPDR INDEX SHS FDS | SP GBLINF ETF | 78463X855 |  | 423016 | 6063 | SH |  | SOLE | 0 | 0 | 0 | 6063 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 431450 | 15729 | SH |  | SOLE | 0 | 0 | 0 | 15729 |
| ABBVIE INC | COM | 00287Y109 |  | 436065 | 1908 | SH |  | SOLE | 0 | 0 | 0 | 1908 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 437726 | 3878 | SH |  | SOLE | 0 | 0 | 0 | 3878 |
| QUALCOMM INC | COM | 747525103 |  | 438743 | 2565 | SH |  | SOLE | 0 | 0 | 0 | 2565 |
| PARKER HANNIFIN CORP | COM | 701094104 |  | 445758 | 507 | SH |  | SOLE | 0 | 0 | 0 | 507 |
| HOME DEPOT INC | COM | 437076102 |  | 449630 | 1307 | SH |  | SOLE | 0 | 0 | 0 | 1307 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 452687 | 8773 | SH |  | SOLE | 0 | 0 | 0 | 8773 |
| WISDOMTREE TR | US HGH YLD CORP | 97717X172 |  | 455516 | 9809 | SH |  | SOLE | 0 | 0 | 0 | 9809 |
| MERCK  CO INC | COM | 58933Y105 |  | 455683 | 4329 | SH |  | SOLE | 0 | 0 | 0 | 4329 |
| WISDOMTREE TR | US S CAP QTY DIV | 97717X651 |  | 456093 | 9192 | SH |  | SOLE | 0 | 0 | 0 | 9192 |
| AMAZON COM INC | COM | 023135106 |  | 456100 | 1976 | SH |  | SOLE | 0 | 0 | 0 | 1976 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 464075 | 1854 | SH |  | SOLE | 0 | 0 | 0 | 1854 |
| SSGA ACTIVE TR | STATE STREET US | 78470P838 |  | 484706 | 14957 | SH |  | SOLE | 0 | 0 | 0 | 14957 |
| BROADCOM INC | COM | 11135F101 |  | 491544 | 1420 | SH |  | SOLE | 0 | 0 | 0 | 1420 |
| SSGA ACTIVE ETF TR | STATE STREET BLA | 78467V608 |  | 500234 | 12121 | SH |  | SOLE | 0 | 0 | 0 | 12121 |
| WISDOMTREE TR | US QUALITY GROW | 97717Y477 |  | 524322 | 8937 | SH |  | SOLE | 0 | 0 | 0 | 8937 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 535998 | 3740 | SH |  | SOLE | 0 | 0 | 0 | 3740 |
| SSGA ACTIVE TR | STATE STREET FIX | 78470P507 |  | 545380 | 21049 | SH |  | SOLE | 0 | 0 | 0 | 21049 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 559359 | 5975 | SH |  | SOLE | 0 | 0 | 0 | 5975 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 579236 | 12361 | SH |  | SOLE | 0 | 0 | 0 | 12361 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 584161 | 1474 | SH |  | SOLE | 0 | 0 | 0 | 1474 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R515 |  | 645462 | 25352 | SH |  | SOLE | 0 | 0 | 0 | 25352 |
| WISDOMTREE TR | US SHT TRM CORP | 97717X156 |  | 652187 | 13314 | SH |  | SOLE | 0 | 0 | 0 | 13314 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 771371 | 6581 | SH |  | SOLE | 0 | 0 | 0 | 6581 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 787797 | 2517 | SH |  | SOLE | 0 | 0 | 0 | 2517 |
| META PLATFORMS INC | CL A | 30303M102 |  | 796862 | 1207 | SH |  | SOLE | 0 | 0 | 0 | 1207 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 800466 | 2484 | SH |  | SOLE | 0 | 0 | 0 | 2484 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 842400 | 13002 | SH |  | SOLE | 0 | 0 | 0 | 13002 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 |  | 855669 | 32326 | SH |  | SOLE | 0 | 0 | 0 | 32326 |
| WISDOMTREE TR | US MULTIFACTOR | 97717Y857 |  | 964201 | 18810 | SH |  | SOLE | 0 | 0 | 0 | 18810 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 997240 | 21304 | SH |  | SOLE | 0 | 0 | 0 | 21304 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1017482 | 8455 | SH |  | SOLE | 0 | 0 | 0 | 8455 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 1027326 | 19468 | SH |  | SOLE | 0 | 0 | 0 | 19468 |
| ISHARES TR | 10 20 YR TRS ETF | 464288653 |  | 1059443 | 10420 | SH |  | SOLE | 0 | 0 | 0 | 10420 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1106871 | 22133 | SH |  | SOLE | 0 | 0 | 0 | 22133 |
| WISDOMTREE TR | WISDOMTREE US VA | 97717W547 |  | 1317209 | 14118 | SH |  | SOLE | 0 | 0 | 0 | 14118 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 1377957 | 16141 | SH |  | SOLE | 0 | 0 | 0 | 16141 |
| ISHARES TR | MBS ETF | 464288588 |  | 1448487 | 15212 | SH |  | SOLE | 0 | 0 | 0 | 15212 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 1533631 | 34533 | SH |  | SOLE | 0 | 0 | 0 | 34533 |
| SSGA ACTIVE TR | STATE STREET US | 78470P408 |  | 1560990 | 25052 | SH |  | SOLE | 0 | 0 | 0 | 25052 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1611969 | 8643 | SH |  | SOLE | 0 | 0 | 0 | 8643 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 1638832 | 21278 | SH |  | SOLE | 0 | 0 | 0 | 21278 |
| APPLE INC | COM | 037833100 |  | 1663810 | 6120 | SH |  | SOLE | 0 | 0 | 0 | 6120 |
| MICROSOFT CORP | COM | 594918104 |  | 1708584 | 3533 | SH |  | SOLE | 0 | 0 | 0 | 3533 |
| WISDOMTREE TR | MORTGAGE PLUS BD | 97717Y725 |  | 1723286 | 38686 | SH |  | SOLE | 0 | 0 | 0 | 38686 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 1881458 | 48793 | SH |  | SOLE | 0 | 0 | 0 | 48793 |
| INVESCO EXCH TRADED FD TR II | SP 500 MOMNTM | 46138E339 |  | 1926183 | 16143 | SH |  | SOLE | 0 | 0 | 0 | 16143 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 1962369 | 58930 | SH |  | SOLE | 0 | 0 | 0 | 58930 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 2021157 | 10176 | SH |  | SOLE | 0 | 0 | 0 | 10176 |
| BLUEROCK PVT REAL ESTATE FD | COM | 09631P102 |  | 2208990 | 147266 | SH |  | SOLE | 0 | 0 | 0 | 147266 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 2324766 | 49952 | SH |  | SOLE | 0 | 0 | 0 | 49952 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 2367517 | 26473 | SH |  | SOLE | 0 | 0 | 0 | 26473 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 |  | 2381532 | 51526 | SH |  | SOLE | 0 | 0 | 0 | 51526 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 2405921 | 73756 | SH |  | SOLE | 0 | 0 | 0 | 73756 |
| WISDOMTREE TR | US LARGECAP FUND | 97717W588 |  | 2458204 | 34691 | SH |  | SOLE | 0 | 0 | 0 | 34691 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 2568052 | 7190 | SH |  | SOLE | 0 | 0 | 0 | 7190 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2572308 | 38267 | SH |  | SOLE | 0 | 0 | 0 | 38267 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 |  | 2697051 | 61227 | SH |  | SOLE | 0 | 0 | 0 | 61227 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 2724124 | 116565 | SH |  | SOLE | 0 | 0 | 0 | 116565 |
| SPDR SP 500 ETF TR | TR UNIT | 78462F103 |  | 2743364 | 4023 | SH |  | SOLE | 0 | 0 | 0 | 4023 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 3234587 | 45296 | SH |  | SOLE | 0 | 0 | 0 | 45296 |
| INVESCO EXCHANGE TRADED FD T | SP 500 TOP 50 | 46137V233 |  | 4104488 | 69239 | SH |  | SOLE | 0 | 0 | 0 | 69239 |
| ISHARES TR | SP 500 GRWT ETF | 464287309 |  | 4148192 | 33654 | SH |  | SOLE | 0 | 0 | 0 | 33654 |
| ISHARES TR | SP 500 VAL ETF | 464287408 |  | 4805718 | 22661 | SH |  | SOLE | 0 | 0 | 0 | 22661 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 4883529 | 80308 | SH |  | SOLE | 0 | 0 | 0 | 80308 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 5457126 | 68027 | SH |  | SOLE | 0 | 0 | 0 | 68027 |

---