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Filers›Asset Manager›HighPoint Advisor Group LLC
DOSSIER · 13F-HR · Q1 2026

HighPoint Advisor Group LLC

HighPoint Advisor's asset manager based in London, UK — $2.4B in tracked AUM across 642 positions as of Q1 2026.

HA
HighPoint Advisor·London, UK·Asset Manager
CIK 0001616034 · last filed Mar 31, 2026
Total AUM
$2.4B
▲ 10.2%
vs prior
Holdings
642
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Financials
21% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

HighPoint Advisor Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STREET
$159M244K6.6%
02
SPDW
STATE STREET
$71M1.6M3.0%
03
SPYG
STATE STREET
$65M668K2.7%
04
QQQ
INVESCO QQQ
$63M109K2.6%
05
XLK
STATE STREET
$63M472K2.6%
06
SPYM
STATE STREET
$50M653K2.1%
07
DGRW
WISDOMTREE US
$50M568K2.1%
08
JIRE
JPMORGAN
$42M556K1.8%
09
ITOT
ISHARES CORE
$41M286K1.7%
10
DFAI
DIMENSIONAL INTL
$41M1.0M1.7%

Filing history

Filing history loading…
AI Agent · grounded in HighPoint
haiku-4-5 · 642 positions indexed
Sector mix
  • Financials21%
  • Health Care6%
  • Cons. Disc.9%
  • Communications13%
  • Industrials43%
  • Energy19%
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