SEC 13F Intelligence

Wealthpoint Financial, LLC / AAPL

Wealthpoint Financial, LLC’s Apple Inc Position

Does Wealthpoint Financial, LLC own Apple Inc (AAPL)? Yes6.4K shares worth $2M (+1.37% of its 13F portfolio) as of Q2 2026, up from 6.1K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
6.4K
% of Portfolio
+1.37%
Quarters Held
3
currently held

Position History AAPL

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20266.4K$2M+1.37%
Q1 20266.1K$2M+1.45%
Q4 20256.1K$2M+1.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthpoint Financial, LLC’s full portfolio or all institutional holders of AAPL.