# EDGAR Filing Document

**Accession Number:** 0002040860
**File Stem:** 0002040860-26-000001
**Filing Date:** 2026-2
**Character Count:** 15332
**Document Hash:** ff92c54e4266e19da827d62b886ad65a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002040860-26-000001.hdr.sgml**: 20260219

**ACCESSION NUMBER**: 0002040860-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260219

**DATE AS OF CHANGE**: 20260219

**EFFECTIVENESS DATE**: 20260219

**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:** 26654901

**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:** 12-31-2025

**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:** Manager Compliance Service and Support<br>**Phone:** 5136876203

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

NICOLE GOFF  Cincinnati, OH  02-19-2026<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 |
| ATT INC | COM | 00206R102 |  | 314636 | 12667 | SH |  | SOLE |  | 0 | 0 | 12667 |
| ABBVIE INC | COM | 00287Y109 |  | 436065 | 1908 | SH |  | SOLE |  | 0 | 0 | 1908 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 787797 | 2517 | SH |  | SOLE |  | 0 | 0 | 2517 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 4883529 | 80308 | SH |  | SOLE |  | 0 | 0 | 80308 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 1962369 | 58930 | SH |  | SOLE |  | 0 | 0 | 58930 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 1881458 | 48793 | SH |  | SOLE |  | 0 | 0 | 48793 |
| BLACKROCK INC | COM | 09290D101 |  | 363069 | 339 | SH |  | SOLE |  | 0 | 0 | 339 |
| BLUEROCK PVT REAL ESTATE FD | COM | 09631P102 |  | 2208990 | 147266 | SH |  | SOLE |  | 0 | 0 | 147266 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 |  | 2381532 | 51526 | SH |  | SOLE |  | 0 | 0 | 51526 |
| BROADCOM INC | COM | 11135F101 |  | 491544 | 1420 | SH |  | SOLE |  | 0 | 0 | 1420 |
| CISCO SYS INC | COM | 17275R102 |  | 381353 | 4951 | SH |  | SOLE |  | 0 | 0 | 4951 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 559359 | 5975 | SH |  | SOLE |  | 0 | 0 | 5975 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 214146 | 3655 | SH |  | SOLE |  | 0 | 0 | 3655 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 771371 | 6581 | SH |  | SOLE |  | 0 | 0 | 6581 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1017482 | 8455 | SH |  | SOLE |  | 0 | 0 | 8455 |
| META PLATFORMS INC | CL A | 30303M102 |  | 796862 | 1207 | SH |  | SOLE |  | 0 | 0 | 1207 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 216842 | 974 | SH |  | SOLE |  | 0 | 0 | 974 |
| FLEXSHARES TR | HIG YLD VL ETF | 33939L662 |  | 303272 | 7445 | SH |  | SOLE |  | 0 | 0 | 7445 |
| FLEXSHARES TR | INTL QLTDV IDX | 33939L837 |  | 408272 | 13430 | SH |  | SOLE |  | 0 | 0 | 13430 |
| FLEXSHARES TR | QUALT DIVD IDX | 33939L860 |  | 394434 | 4881 | SH |  | SOLE |  | 0 | 0 | 4881 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 842400 | 13002 | SH |  | SOLE |  | 0 | 0 | 13002 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 229419 | 261 | SH |  | SOLE |  | 0 | 0 | 261 |
| INVESCO EXCHANGE TRADED FD T | SP 500 TOP 50 | 46137V233 |  | 4104488 | 69239 | SH |  | SOLE |  | 0 | 0 | 69239 |
| INVESCO EXCH TRADED FD TR II | SP 500 MOMNTM | 46138E339 |  | 1926183 | 16143 | SH |  | SOLE |  | 0 | 0 | 16143 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 2021157 | 10176 | SH |  | SOLE |  | 0 | 0 | 10176 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 464075 | 1854 | SH |  | SOLE |  | 0 | 0 | 1854 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2572308 | 38267 | SH |  | SOLE |  | 0 | 0 | 38267 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 2324766 | 49952 | SH |  | SOLE |  | 0 | 0 | 49952 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1106871 | 22133 | SH |  | SOLE |  | 0 | 0 | 22133 |
| JPMORGAN CHASE CO | COM | 46625H100 |  | 800466 | 2484 | SH |  | SOLE |  | 0 | 0 | 2484 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 245041 | 8914 | SH |  | SOLE |  | 0 | 0 | 8914 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 2568052 | 7190 | SH |  | SOLE |  | 0 | 0 | 7190 |
| MERCK  CO INC | COM | 58933Y105 |  | 455683 | 4329 | SH |  | SOLE |  | 0 | 0 | 4329 |
| METLIFE INC | COM | 59156R108 |  | 343089 | 4346 | SH |  | SOLE |  | 0 | 0 | 4346 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1611969 | 8643 | SH |  | SOLE |  | 0 | 0 | 8643 |
| PROLOGIS INC | COM | 74340W103 |  | 238295 | 1867 | SH |  | SOLE |  | 0 | 0 | 1867 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2743364 | 4023 | SH |  | SOLE |  | 0 | 0 | 4023 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 584161 | 1474 | SH |  | SOLE |  | 0 | 0 | 1474 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 997240 | 21304 | SH |  | SOLE |  | 0 | 0 | 21304 |
| SPDR INDEX SHS FDS | SP INTL ETF | 78463X772 |  | 290588 | 6614 | SH |  | SOLE |  | 0 | 0 | 6614 |
| SPDR INDEX SHS FDS | SP GBLINF ETF | 78463X855 |  | 423016 | 6063 | SH |  | SOLE |  | 0 | 0 | 6063 |
| SPDR INDEX SHS FDS | SP INTL SMLCP | 78463X871 |  | 290065 | 7099 | SH |  | SOLE |  | 0 | 0 | 7099 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 1533631 | 34533 | SH |  | SOLE |  | 0 | 0 | 34533 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A292 |  | 258844 | 8168 | SH |  | SOLE |  | 0 | 0 | 8168 |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | 78464A391 |  | 347583 | 16265 | SH |  | SOLE |  | 0 | 0 | 16265 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A607 |  | 274356 | 2793 | SH |  | SOLE |  | 0 | 0 | 2793 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 |  | 855669 | 32326 | SH |  | SOLE |  | 0 | 0 | 32326 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 341322 | 5894 | SH |  | SOLE |  | 0 | 0 | 5894 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 5457126 | 68027 | SH |  | SOLE |  | 0 | 0 | 68027 |
| SSGA ACTIVE ETF TR | STATE STREET BLA | 78467V608 |  | 500234 | 12121 | SH |  | SOLE |  | 0 | 0 | 12121 |
| SPDR SERIES TRUST | BLOOMBERG ENHNCD | 78468R440 |  | 313765 | 10990 | SH |  | SOLE |  | 0 | 0 | 10990 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R515 |  | 645462 | 25352 | SH |  | SOLE |  | 0 | 0 | 25352 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R606 |  | 360944 | 15249 | SH |  | SOLE |  | 0 | 0 | 15249 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 |  | 225635 | 5217 | SH |  | SOLE |  | 0 | 0 | 5217 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 579236 | 12361 | SH |  | SOLE |  | 0 | 0 | 12361 |
| SSGA ACTIVE TR | STATE STREET US | 78470P408 |  | 1560990 | 25052 | SH |  | SOLE |  | 0 | 0 | 25052 |
| SSGA ACTIVE TR | STATE STREET FIX | 78470P507 |  | 545380 | 21049 | SH |  | SOLE |  | 0 | 0 | 21049 |
| SSGA ACTIVE TR | STATE STREET US | 78470P838 |  | 484706 | 14957 | SH |  | SOLE |  | 0 | 0 | 14957 |
| TESLA INC | COM | 88160R101 |  | 316153 | 703 | SH |  | SOLE |  | 0 | 0 | 703 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 233058 | 706 | SH |  | SOLE |  | 0 | 0 | 706 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 304182 | 7468 | SH |  | SOLE |  | 0 | 0 | 7468 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 452687 | 8773 | SH |  | SOLE |  | 0 | 0 | 8773 |
| WISDOMTREE TR | WISDOMTREE US VA | 97717W547 |  | 1317209 | 14118 | SH |  | SOLE |  | 0 | 0 | 14118 |
| WISDOMTREE TR | US LARGECAP FUND | 97717W588 |  | 2458204 | 34691 | SH |  | SOLE |  | 0 | 0 | 34691 |
| WISDOMTREE TR | US SHT TRM CORP | 97717X156 |  | 652187 | 13314 | SH |  | SOLE |  | 0 | 0 | 13314 |
| WISDOMTREE TR | US HGH YLD CORP | 97717X172 |  | 455516 | 9809 | SH |  | SOLE |  | 0 | 0 | 9809 |
| WISDOMTREE TR | DYNAMIC INTL EQT | 97717X263 |  | 312400 | 7175 | SH |  | SOLE |  | 0 | 0 | 7175 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 |  | 2697051 | 61227 | SH |  | SOLE |  | 0 | 0 | 61227 |
| WISDOMTREE TR | US S CAP QTY DIV | 97717X651 |  | 456093 | 9192 | SH |  | SOLE |  | 0 | 0 | 9192 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 2367517 | 26473 | SH |  | SOLE |  | 0 | 0 | 26473 |
| WISDOMTREE TR | US QUALITY GROW | 97717Y477 |  | 524322 | 8937 | SH |  | SOLE |  | 0 | 0 | 8937 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 361122 | 7177 | SH |  | SOLE |  | 0 | 0 | 7177 |
| WISDOMTREE TR | MORTGAGE PLUS BD | 97717Y725 |  | 1723286 | 38686 | SH |  | SOLE |  | 0 | 0 | 38686 |
| WISDOMTREE TR | US MULTIFACTOR | 97717Y857 |  | 964201 | 18810 | SH |  | SOLE |  | 0 | 0 | 18810 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 1377957 | 16141 | SH |  | SOLE |  | 0 | 0 | 16141 |
| AMAZON COM INC | COM | 023135106 |  | 456100 | 1976 | SH |  | SOLE |  | 0 | 0 | 1976 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 1638832 | 21278 | SH |  | SOLE |  | 0 | 0 | 21278 |
| APPLE INC | COM | 037833100 |  | 1663810 | 6120 | SH |  | SOLE |  | 0 | 0 | 6120 |
| BANK AMERICA CORP | COM | 060505104 |  | 391060 | 7110 | SH |  | SOLE |  | 0 | 0 | 7110 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 211767 | 1824 | SH |  | SOLE |  | 0 | 0 | 1824 |
| BECTON DICKINSON CO | COM | 075887109 |  | 220464 | 1136 | SH |  | SOLE |  | 0 | 0 | 1136 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 1027326 | 19468 | SH |  | SOLE |  | 0 | 0 | 19468 |
| CSX CORP | COM | 126408103 |  | 245579 | 6775 | SH |  | SOLE |  | 0 | 0 | 6775 |
| CATERPILLAR INC | COM | 149123101 |  | 362809 | 633 | SH |  | SOLE |  | 0 | 0 | 633 |
| COCA COLA CO | COM | 191216100 |  | 288436 | 4126 | SH |  | SOLE |  | 0 | 0 | 4126 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 241601 | 5161 | SH |  | SOLE |  | 0 | 0 | 5161 |
| GALLAGHER ARTHUR J CO | COM | 363576109 |  | 296648 | 1146 | SH |  | SOLE |  | 0 | 0 | 1146 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 253644 | 753 | SH |  | SOLE |  | 0 | 0 | 753 |
| HOME DEPOT INC | COM | 437076102 |  | 449630 | 1307 | SH |  | SOLE |  | 0 | 0 | 1307 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 253127 | 855 | SH |  | SOLE |  | 0 | 0 | 855 |
| ISHARES TR | SP 500 GRWT ETF | 464287309 |  | 4148192 | 33654 | SH |  | SOLE |  | 0 | 0 | 33654 |
| ISHARES TR | SP 500 VAL ETF | 464287408 |  | 4805718 | 22661 | SH |  | SOLE |  | 0 | 0 | 22661 |
| ISHARES TR | CORE SP MCP ETF | 464287507 |  | 223470 | 3386 | SH |  | SOLE |  | 0 | 0 | 3386 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 313103 | 3252 | SH |  | SOLE |  | 0 | 0 | 3252 |
| ISHARES TR | MBS ETF | 464288588 |  | 1448487 | 15212 | SH |  | SOLE |  | 0 | 0 | 15212 |
| ISHARES TR | 10 20 YR TRS ETF | 464288653 |  | 1059443 | 10420 | SH |  | SOLE |  | 0 | 0 | 10420 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 3234587 | 45296 | SH |  | SOLE |  | 0 | 0 | 45296 |
| JOHNSON JOHNSON | COM | 478160104 |  | 415751 | 2009 | SH |  | SOLE |  | 0 | 0 | 2009 |
| ELI LILLY  CO | COM | 532457108 |  | 207552 | 193 | SH |  | SOLE |  | 0 | 0 | 193 |
| MCDONALDS CORP | COM | 580135101 |  | 233045 | 763 | SH |  | SOLE |  | 0 | 0 | 763 |
| MICROSOFT CORP | COM | 594918104 |  | 1708584 | 3533 | SH |  | SOLE |  | 0 | 0 | 3533 |
| PARKER HANNIFIN CORP | COM | 701094104 |  | 445758 | 507 | SH |  | SOLE |  | 0 | 0 | 507 |
| PEPSICO INC | COM | 713448108 |  | 239005 | 1665 | SH |  | SOLE |  | 0 | 0 | 1665 |
| PFIZER INC | COM | 717081103 |  | 235451 | 9456 | SH |  | SOLE |  | 0 | 0 | 9456 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 309581 | 1930 | SH |  | SOLE |  | 0 | 0 | 1930 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 535998 | 3740 | SH |  | SOLE |  | 0 | 0 | 3740 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 437726 | 3878 | SH |  | SOLE |  | 0 | 0 | 3878 |
| QUALCOMM INC | COM | 747525103 |  | 438743 | 2565 | SH |  | SOLE |  | 0 | 0 | 2565 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 2405921 | 73756 | SH |  | SOLE |  | 0 | 0 | 73756 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 431450 | 15729 | SH |  | SOLE |  | 0 | 0 | 15729 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 2724124 | 116565 | SH |  | SOLE |  | 0 | 0 | 116565 |
| SOUTHERN CO | COM | 842587107 |  | 283398 | 3250 | SH |  | SOLE |  | 0 | 0 | 3250 |
| US BANCORP DEL | COM NEW | 902973304 |  | 225953 | 4234 | SH |  | SOLE |  | 0 | 0 | 4234 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 222970 | 2863 | SH |  | SOLE |  | 0 | 0 | 2863 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 232678 | 694 | SH |  | SOLE |  | 0 | 0 | 694 |
| WALMART INC | COM | 931142103 |  | 396284 | 3557 | SH |  | SOLE |  | 0 | 0 | 3557 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 359818 | 3861 | SH |  | SOLE |  | 0 | 0 | 3861 |

---