Universe · entity
HighPoint Advisor Group LLC
Institutional manager (13F) · CIK 1616034
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STREET | $159M | 243,802 |
| 2 | STATE STREET | $71M | 1,551,434 |
| 3 | STATE STREET | $65M | 667,644 |
| 4 | INVESCO QQQ | $63M | 108,810 |
| 5 | STATE STREET | $63M | 471,669 |
| 6 | STATE STREET | $50M | 652,997 |
| 7 | WISDOMTREE US | $50M | 568,241 |
| 8 | JPMORGAN | $42M | 555,560 |
| 9 | ISHARES CORE | $41M | 285,932 |
| 10 | DIMENSIONAL INTL | $41M | 1,044,576 |
| 11 | AVANTIS EMERGING | $40M | 491,750 |
| 12 | NVIDIA CORP | $39M | 224,649 |
| 13 | APPLE INC | $37M | 144,806 |
| 14 | STATE STREET | $33M | 588,967 |
| 15 | STATE STREET | $29M | 370,999 |
| 16 | CAPITAL GROUP | $29M | 725,845 |
| 17 | STATE STREET | $27M | 567,620 |
| 18 | AMAZON COM | $23M | 110,625 |
| 19 | CAPITAL GROUP | $23M | 598,699 |
| 20 | JPMORGAN MORTGAE | $23M | 448,811 |
| 21 | STATE STREET | $23M | 793,244 |
| 22 | VANGUARD TOTAL | $22M | 67,998 |
| 23 | MICROSOFT CORP | $21M | 57,976 |
| 24 | JOHN HANCOCK | $21M | 305,427 |
| 25 | CAPITAL GROUP | $19M | 443,887 |
| 26 | ISHARES FLEXIBLE | $19M | 362,397 |
| 27 | FIRST TRUST | $17M | 605,971 |
| 28 | STATE STREET | $17M | 156,212 |
| 29 | WISDOMTREE EMERGING | $17M | 431,168 |
| 30 | STATE STREET | $17M | 173,308 |
| 31 | AVANTIS U S | $17M | 154,876 |
| 32 | STATE STREET | $17M | 115,080 |
| 33 | STATE STREET | $17M | 334,503 |
| 34 | STATE STREET | $16M | 177,081 |
| 35 | ALPHABET INC | $16M | 55,150 |
| 36 | STATE STREET | $16M | 143,951 |
| 37 | INVESCO RAFI | $16M | 268,943 |
| 38 | JPMORGAN DIVERSIFIED | $15M | 118,596 |
| 39 | ALPHABET INC | $15M | 52,088 |
| 40 | ISHARES CORE | $14M | 22,048 |
| 41 | T ROWE | $14M | 377,464 |
| 42 | STATE STREET | $14M | 85,003 |
| 43 | SPDR S&P | $14M | 22,107 |
| 44 | CAPITAL GROUP | $14M | 457,244 |
| 45 | FIDELITY COVINGTON | $12M | 326,752 |
| 46 | SPDR GOLD | $12M | 28,395 |
| 47 | WISDOMTREE FLOATING | $12M | 239,275 |
| 48 | FIRST TRUST | $12M | 343,501 |
| 49 | BERKSHIRE HATHAWAY | $12M | 24,106 |
| 50 | ABBVIE INC | $11M | 52,428 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.