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
- —
- Chairman
- —
- 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.