HighPoint Advisor Group LLC has filed a restatement of its Form 13F-HR/A for the period ending September 30, 2025. The filing, submitted by Investment Operations Manager Peter Aldworth, lists a portfolio of 613 equity securities and mutual funds.
The top holdings in the portfolio include Alphabet Inc., with 15,698,890 shares, and Apple Inc., with 37,503,987 shares. Other significant positions include Amazon.com Inc. with 24,173,089 shares, Berkshire Hathaway Class B with 12,606,899 shares, and Chevron Corp. with 14,247,284 shares.
The filing also lists numerous mutual funds and exchange-traded funds, including various funds from the First Trust, Dimensional International, and Franklin Templeton families. Specific funds mentioned include First Trust NASDAQ Technology ETF, Dimensional International Stock Index Fund, and Franklin Dynamic Equity Fund.
