HighPoint Advisor Group LLC

All 13F Filings

Location
Downers Grove, IL
Most recent 13F
Q2 2026
Holdings value ($000)
2,837,843
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 691 2,837,843 13F-HR HighPoint Advisor Group LLC
Q1 2026 5/14/2026 642 2,386,209 13F-HR HighPoint Advisor Group LLC
Q4 2025 5/14/2026 630 2,393,958 13F-HR/A - NEW HOLDINGS HighPoint Advisor Group LLC
Q4 2025 2/4/2026 695 2,156,026 13F-HR HighPoint Advisor Group LLC
Q3 2025 11/5/2025 686 2,099,038 13F-HR HighPoint Advisor Group LLC
Q2 2025 8/7/2025 677 1,882,080 13F-HR HighPoint Advisor Group LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.133 M 75.1% 337.9 K 0 337.9 K
ETFs 705.3 K 24.9% 113.7 K 0 113.7 K
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
2,837,843
Holdings
691
QoQ value change ($000)
451,634 (18.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.