Anchor Pointe Wealth Management, LLC current holdings: USA ETF
Anchor Pointe Wealth Management, LLC reported $0.05 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 46 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are MGK, MGV, IVV.
- MGK: Country of operation —; Class MEGA GRWTH IND; Shares 20,006; Value $6,936,288.
- MGV: Country of operation —; Class MEGA CAP VAL ETF; Shares 38,502; Value $4,794,271.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 5,159; Value $3,048,613.
- MINT: Country of operation —; Class ENHAN SHRT MA AC; Shares 23,737; Value $2,390,077.
Form 13F-HR as filed (SEC CIK 2033218): quarter ended 2024-12-31, filed 2025-03-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
MGK
VANGUARD WORLD FD | | MEGA GRWTH IND | 20,006 | $6,936,288 | 2024-12-31 | 2025-03-11 | |
|---|
MGV
VANGUARD WORLD FD | | MEGA CAP VAL ETF | 38,502 | $4,794,271 | 2024-12-31 | 2025-03-11 | |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 5,159 | $3,048,613 | 2024-12-31 | 2025-03-11 | |
|---|
MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 23,737 | $2,390,077 | 2024-12-31 | 2025-03-11 | |
|---|
IVW
ISHARES TR | | S&P 500 GRWT ETF | 23,334 | $2,389,876 | 2024-12-31 | 2025-03-11 | |
|---|
QUAL
ISHARES TR | | MSCI USA QLT FCT | 11,315 | $2,020,632 | 2024-12-31 | 2025-03-11 | |
|---|
GOVT
ISHARES TR | | US TREAS BD ETF | 88,527 | $1,989,651 | 2024-12-31 | 2025-03-11 | |
|---|
VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 10,029 | $1,981,844 | 2024-12-31 | 2025-03-11 | |
|---|
DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 38,446 | $1,979,575 | 2024-12-31 | 2025-03-11 | |
|---|
TLT
ISHARES TR | | 20 YR TR BD ETF | 21,388 | $1,877,863 | 2024-12-31 | 2025-03-11 | |
|---|
VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 11,175 | $1,803,425 | 2024-12-31 | 2025-03-11 | |
|---|
VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 6,730 | $1,716,483 | 2024-12-31 | 2025-03-11 | |
|---|
EFV
ISHARES TR | | EAFE VALUE ETF | 26,218 | $1,373,562 | 2024-12-31 | 2025-03-11 | |
|---|
EFG
ISHARES TR | | EAFE GRWTH ETF | 14,052 | $1,363,311 | 2024-12-31 | 2025-03-11 | |
|---|
VMBS
VANGUARD SCOTTSDALE FDS | | MTG-BKD SECS ETF | 28,155 | $1,277,347 | 2024-12-31 | 2025-03-11 | |
|---|
USIG
ISHARES TR | | USD INV GRDE ETF | 24,079 | $1,212,617 | 2024-12-31 | 2025-03-11 | |
|---|
SPYV
SPDR SER TR | | PRTFLO S&P500 VL | 23,093 | $1,180,060 | 2024-12-31 | 2025-03-11 | |
|---|
IEI
ISHARES TR | | 3 7 YR TREAS BD | 9,270 | $1,071,054 | 2024-12-31 | 2025-03-11 | |
|---|
IGIB
ISHARES TR | | ISHS 5-10YR INVT | 19,570 | $1,010,009 | 2024-12-31 | 2025-03-11 | |
|---|
MTUM
ISHARES TR | | MSCI USA MMENTM | 4,620 | $960,463 | 2024-12-31 | 2025-03-11 | |
|---|
SHYG
ISHARES TR | | 0-5YR HI YL CP | 21,555 | $918,671 | 2024-12-31 | 2025-03-11 | |
|---|
VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 3,094 | $867,745 | 2024-12-31 | 2025-03-11 | |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,845 | $827,380 | 2024-12-31 | 2025-03-11 | |
|---|
FLCB
FRANKLIN TEMPLETON ETF TR | | US CORE BOND ETF | 38,028 | $802,010 | 2024-12-31 | 2025-03-11 | |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,417 | $766,585 | 2024-12-31 | 2025-03-11 | |
|---|
IYW
ISHARES TR | | U.S. TECH ETF | 4,647 | $748,167 | 2024-12-31 | 2025-03-11 | |
|---|
TLH
ISHARES TR | | 10-20 YR TRS ETF | 7,001 | $699,047 | 2024-12-31 | 2025-03-11 | |
|---|
EMXC
ISHARES INC | | MSCI EMRG CHN | 12,586 | $698,785 | 2024-12-31 | 2025-03-11 | |
|---|
SPHY
SPDR SER TR | | PORTFLI HIGH YLD | 27,897 | $654,740 | 2024-12-31 | 2025-03-11 | |
|---|
SPMO
INVESCO EXCH TRADED FD TR II | | S&P 500 MOMNTM | 6,256 | $597,506 | 2024-12-31 | 2025-03-11 | |
|---|
BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 10,391 | $540,529 | 2024-12-31 | 2025-03-11 | |
|---|
SPIB
SPDR SER TR | | PORTFOLIO INTRMD | 15,899 | $521,330 | 2024-12-31 | 2025-03-11 | |
|---|
FLOT
ISHARES TR | | FLTG RATE NT ETF | 7,585 | $385,849 | 2024-12-31 | 2025-03-11 | |
|---|
USMV
ISHARES TR | | MSCI USA MIN VOL | 3,927 | $348,305 | 2024-12-31 | 2025-03-11 | |
|---|
SPTL
SPDR SER TR | | PORTFOLIO LN TSR | 12,121 | $318,537 | 2024-12-31 | 2025-03-11 | |
|---|
LQD
ISHARES TR | | IBOXX INV CP ETF | 2,945 | $315,320 | 2024-12-31 | 2025-03-11 | |
|---|
SHY
ISHARES TR | | 1 3 YR TREAS BD | 3,474 | $284,626 | 2024-12-31 | 2025-03-11 | |
|---|
JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 4,880 | $282,844 | 2024-12-31 | 2025-03-11 | |
|---|
FLBL
FRANKLIN TEMPLETON ETF TR | | SENIOR LOAN ETF | 11,423 | $277,066 | 2024-12-31 | 2025-03-11 | |
|---|
IEMG
ISHARES INC | | CORE MSCI EMKT | 5,022 | $262,714 | 2024-12-31 | 2025-03-11 | |
|---|
IFRA
ISHARES TR | | US INFRASTRUC | 5,030 | $232,295 | 2024-12-31 | 2025-03-11 | |
|---|
MUB
ISHARES TR | | NATIONAL MUN ETF | 2,060 | $219,555 | 2024-12-31 | 2025-03-11 | |
|---|
EMB
ISHARES TR | | JPMORGAN USD EMG | 2,423 | $216,154 | 2024-12-31 | 2025-03-11 | |
|---|
VB
VANGUARD INDEX FDS | | SMALL CP ETF | 883 | $211,998 | 2024-12-31 | 2025-03-11 | |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 1,830 | $210,395 | 2024-12-31 | 2025-03-11 | |
|---|
TLTW
ISHARES TR | | 20+ YEAR TR BD | 8,539 | $201,606 | 2024-12-31 | 2025-03-11 | |
|---|
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