Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HighPoint Advisor Group LLC (CIK 1616034) reported $2.39B across 638 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($158.6M, 6.64%), SPDW ($70.8M, 2.97%), SPYG ($65.4M, 2.74%), XLK ($62.7M, 2.63%), QQQ ($62.8M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET | $158.6M | 6.64% | 243,802 | Trimmed |
| 2 | SPDW | STATE STREET | $70.8M | 2.97% | 1.6M | Added |
| 3 | SPYG | STATE STREET | $65.4M | 2.74% | 667,644 | Added |
| 4 | XLK | STATE STREET | $62.7M | 2.63% | 471,669 | Added |
| 5 | QQQ | INVESCO QQQ | $62.8M | 2.63% | 108,810 | Trimmed |
| 6 | DGRW | WISDOMTREE US | $49.9M | 2.09% | 568,241 | Added |
| 7 | SPLG | STATE STREET | $50.0M | 2.09% | 652,997 | Added |
| 8 | JIRE | JPMORGAN | $42.1M | 1.76% | 555,560 | Added |
| 9 | ITOT | ISHARES CORE | $40.7M | 1.71% | 285,932 | Trimmed |
| 10 | DFAI | DIMENSIONAL INTL | $40.7M | 1.71% | 1.0M | Added |
| 11 | AVEM | AVANTIS EMERGING | $39.6M | 1.66% | 491,750 | Added |
| 12 | NVDA | NVIDIA CORP | $39.2M | 1.64% | 224,649 | Trimmed |
| 13 | AAPL | APPLE INC | $36.8M | 1.54% | 144,806 | Trimmed |
| 14 | SPYV | STATE STREET | $33.3M | 1.40% | 588,967 | Trimmed |
| 15 | SPTM | STATE STREET | $29.3M | 1.23% | 370,999 | Trimmed |
| 16 | CGGR | CAPITAL GROUP | $29.2M | 1.22% | 725,845 | Added |
| 17 | SPSM | STATE STREET | $27.4M | 1.15% | 567,620 | Trimmed |
| 18 | AMZN | AMAZON COM | $23.0M | 0.97% | 110,625 | Trimmed |
| 19 | JMTG | JPMORGAN MORTGAE | $22.9M | 0.96% | 448,811 | Added |
| 20 | CGUS | CAPITAL GROUP | $23.0M | 0.96% | 598,699 | Added |
| 21 | SPTI | STATE STREET | $22.7M | 0.95% | 793,244 | Added |
| 22 | VTI | VANGUARD TOTAL | $21.8M | 0.91% | 67,998 | Added |
| 23 | MSFT | MICROSOFT CORP | $21.5M | 0.90% | 57,976 | Trimmed |
| 24 | JHMM | JOHN HANCOCK | $20.5M | 0.86% | 305,427 | Trimmed |
| 25 | CGDV | CAPITAL GROUP | $18.9M | 0.79% | 443,887 | Added |
Source: SEC Form 13F filings · as of 2026-03-31