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Funds / Highpoint Advisor Group LLC
Institutional Fund

Highpoint Advisor Group LLC

Downers Grove, ILCIK 16160346 filings on record

Portfolio Value
$2.39B
Q1 2026
Holdings
642
Reported positions
New Buys
46
Opened this quarter
QoQ Change
-0.3%
from $2.39B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Spdr S&P 500 ETF Tr6.6%
  • Spdr Index Shs Fds3.0%
  • Spdr Series Trust2.7%
  • Invesco Qqq Tr2.6%
  • Select Sector Spdr Tr2.6%
  • Spdr Series Trust2.1%
  • Other80.3%

Portfolio Holdings

642 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr S&P 500 ETF Tr243.8K$158.55M6.6%26.4KReduced
2Spdr Index Shs Fds1.55M$70.82M3.0%+76.5KAdded
3Spdr Series Trust667.6K$65.37M2.7%+24.9KAdded
4Invesco Qqq Tr108.8K$62.80M2.6%18.4KReduced
5Select Sector Spdr Tr471.7K$62.68M2.6%+12.5KAdded
6Spdr Series Trust653.0K$49.98M2.1%+149.6KAdded
7Wisdomtree Tr568.2K$49.91M2.1%+108.9KAdded
8J P Morgan Exchange Traded F555.6K$42.08M1.8%+77.9KAdded
9Ishares Tr285.9K$40.73M1.7%137Reduced
10Dimensional ETF Trust1.04M$40.70M1.7%+70.5KAdded

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