account_balance

Investment manager · 13F filer · SEC CIK 1616034

HighPoint Advisor Group LLC

Reported value$2.86Bas of Sep 30, 2026
Positions699 47 new, 39 sold out
Top 10 weight29.7%SPY alone is 7%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 6.9% Trimmed −4%
QQQ Invesco QQQ 3.2% Added +3%
SPYG State Street 3.1% Held
SPDW State Street 3.1% Added +5%
XLK State Street 2.9% Trimmed −10%
SPYM State Street 2.8% Added +6%
ITOT iShares Core 2.1% Added +4%
DFAI Dimensional Intl 2.0% Added +29%
NVDA NVIDIA Corp 1.9% HeldAAPL Apple Inc. 1.7% Trimmed −3%
DGRW Wisdomtree US 1.7% Trimmed −21%
AVEM Avantis Emerging 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • PAAA $16.4M
  • XAGG $7.97M
  • LODI $5.86M
  • MINO $5.66M
arrow_upwardAdded
  • FWD +146%
  • SPBO +62%
  • JMTG +61%
  • SPTI +50%
arrow_downwardTrimmed
  • FESM −40%
  • XSOE −26%
  • PLTR −25%
  • FBND −25%
remove_circleSold out
  • SMMU $4.91M
  • NBSD $3.95M
  • NMZ $1.57M
  • INTU $566K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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