Universe · entity

HighPoint Advisor Group LLC

Institutional manager (13F) · CIK 1616034
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
#IssuerValueShares
1STATE STREET$159M243,802
2STATE STREET$71M1,551,434
3STATE STREET$65M667,644
4INVESCO QQQ$63M108,810
5STATE STREET$63M471,669
6STATE STREET$50M652,997
7WISDOMTREE US$50M568,241
8JPMORGAN$42M555,560
9ISHARES CORE$41M285,932
10DIMENSIONAL INTL$41M1,044,576
11AVANTIS EMERGING$40M491,750
12NVIDIA CORP$39M224,649
13APPLE INC$37M144,806
14STATE STREET$33M588,967
15STATE STREET$29M370,999
16CAPITAL GROUP$29M725,845
17STATE STREET$27M567,620
18AMAZON COM$23M110,625
19CAPITAL GROUP$23M598,699
20JPMORGAN MORTGAE$23M448,811
21STATE STREET$23M793,244
22VANGUARD TOTAL$22M67,998
23MICROSOFT CORP$21M57,976
24JOHN HANCOCK$21M305,427
25CAPITAL GROUP$19M443,887
26ISHARES FLEXIBLE$19M362,397
27FIRST TRUST$17M605,971
28STATE STREET$17M156,212
29WISDOMTREE EMERGING$17M431,168
30STATE STREET$17M173,308
31AVANTIS U S$17M154,876
32STATE STREET$17M115,080
33STATE STREET$17M334,503
34STATE STREET$16M177,081
35ALPHABET INC$16M55,150
36STATE STREET$16M143,951
37INVESCO RAFI$16M268,943
38JPMORGAN DIVERSIFIED$15M118,596
39ALPHABET INC$15M52,088
40ISHARES CORE$14M22,048
41T ROWE$14M377,464
42STATE STREET$14M85,003
43SPDR S&P$14M22,107
44CAPITAL GROUP$14M457,244
45FIDELITY COVINGTON$12M326,752
46SPDR GOLD$12M28,395
47WISDOMTREE FLOATING$12M239,275
48FIRST TRUST$12M343,501
49BERKSHIRE HATHAWAY$12M24,106
50ABBVIE INC$11M52,428
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.