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CIK: 0001616034
Total reported value
$2.8B
$2.8B
630 檔
16.3%
The Q4 2025 SEC filing reveals that HighPoint Advisor Group LLC held a total portfolio value of $2.8B, covering 630 public equity positions.
In Q4 2025, HighPoint Advisor Group LLC displayed an active expansion posture, initiating 35 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 630 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.70% | +0.46% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.26% | +0.45% | — | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.86% | +0.30% | — | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 2.76% | +0.51% | — | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.74% | +0.03% | — | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.78% | +0.33% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.06% | -73.07% | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.72% | -0.01% | — | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.69% | +0.50% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.64% | -0.04% | -84.69% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 1.55% | -0.15% | — | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.53% | +0.03% | — | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.49% | -0.58% | — | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.43% | -0.17% | — | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.34% | +0.26% | — | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.34% | +0.01% | — | |
| 17 | CGGR | Cap Group Growth Equity | ETF-Other | 1.19% | +0.04% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | -0.12% | -73.35% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.03% | -67.78% | |
| 20 | CGUS | Cap Group Core Equity | ETF-Other | 0.98% | +0.08% | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | -0.03% | — | |
| 22 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.88% | +0.06% | — | |
| 23 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 0.87% | +0.03% | — | |
| 24 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.85% | +0.31% | — | |
| 25 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 0.83% | -0.13% | — | |
| 26 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.80% | -0.16% | — | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.77% | -0.06% | — | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.77% | -0.05% | — | |
| 29 | CGDV | Cap Group Dividend Value | ETF-Other | 0.76% | -0.02% | — | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.06% | -62.67% | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.75% | -0.12% | — | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 0.74% | -0.06% | — | |
| 33 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.73% | -0.06% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.01% | -67.10% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.65% | -0.02% | — | |
| 36 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.64% | -0.04% | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | — | — | |
| 38 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.62% | -0.37% | — | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.15% | +1177.06% | |
| 40 | JMTG | Mortgage-backed Securities | ETF-Other | 0.57% | -0.42% | — | |
| 41 | FTGC | First Trust Global Tactical | ETF-Other | 0.57% | -0.18% | — | |
| 42 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.57% | -0.04% | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.56% | -0.03% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.04% | -57.68% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-Other | 0.54% | -0.02% | — | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.52% | +0.47% | — | |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.51% | -0.02% | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.10% | -39.39% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.51% | -0.02% | — | |
| 50 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.50% | -0.08% | — |
According to official SEC Form 13F filings, HighPoint Advisor Group LLC reported a total U.S. public equity portfolio value of $2.8B across 630 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, SPYG) accounted for 16.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPY
市值: $184.3M
Top Position Liquidated / Trimmed
AAPL
前期市值: $240.1M
During Q4 2025, HighPoint Advisor Group LLC's top holdings by market value included SPY (7.7%)、QQQ (3.3%)、SPYG (2.9%). The largest single position, SPY, represented 7.7% of total portfolio value.
In Q4 2025, HighPoint Advisor Group LLC made 50 total portfolio adjustments, initiating 35 new buys, adding to 0 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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