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Peter Aldworth

Highpoint Advisor Group Llc

Assets Managed
$2.386B
Holdings
642
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
10.68%(2Q avg: 6.7%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Highpoint Advisor Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 642 positions.

Assets under management

The assets under management (AUM) of Highpoint Advisor Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.386B in assets, with a quarterly growth rate of 10.68% and a 2-quarter average growth rate of 6.7%. The portfolio is managed by Peter Aldworth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
New Position
6.65%
$158.554M
243,802 shares@ $650.34 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
New Position
2.97%
$70.823M
1.551M shares@ $45.66 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
New Position
2.74%
$65.369M
667,644 shares@ $97.92 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
New Position
2.64%
$62.803M
108,810 shares@ $577.18 avg price
XLK
Technology Select Sect Spdr
Recent Activity
New Position
2.63%
$62.685M
471,669 shares@ $132.91 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
New Position
2.1%
$49.98M
652,997 shares@ $76.55 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
New Position
2.1%
$49.914M
568,241 shares@ $87.84 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
New Position
1.77%
$42.078M
555,560 shares@ $75.75 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
New Position
1.71%
$40.725M
285,932 shares@ $142.44 avg price
DFAI
Dimensional International Co
Recent Activity
New Position
1.71%
$40.697M
1.045M shares@ $38.97 avg price

1-10 of 642