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HighPoint Advisor Group, LLC
Craig Ibrahim · Investment Advisor · Multi-Strategy
HighPoint Advisor Group, LLC, based in Downers Grove, Illinois, is a registered investment adviser founded in 2012. Originally established as HighPoint Planning Partners, the firm rebranded in 2014 and has since expanded its footprint as a major hybrid RIA platform. The firm provides comprehensive wealth management, financial planning, and investment advisory services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. Focused on independence and an entrepreneurial environment for its advisors, HighPoint leverages its relationship with LPL Financial to offer sophisticated investment solutions and back-office support.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.7% |
| YTD return | +16.3% |
| Sharpe ratio | 2.73 |
| Win rate | 65% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.highpointplanningpartners.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 22.8% | +32.1% |
| NVDA | NVIDIA Corporation | 14.5% | +21.4% |
| GOOGL | Alphabet Inc Class A | 10.1% | +44.3% |
| AMZN | Amazon.com Inc | 7.6% | +16.3% |
| MSFT | Microsoft Corporation | 7.2% | -0.2% |
| JPM | JPMorgan Chase & Co | 4.7% | +14.4% |
| AVGO | Broadcom Inc | 3.7% | +8.5% |
| TSLA | Tesla Inc | 3.3% | -17.2% |
| ABBV | AbbVie Inc | 3.3% | +11.9% |
| META | Meta Platforms Inc. | 3.1% | +5.3% |
| BRK-A | Berkshire Hathaway Inc | 2.9% | +3.9% |
| CAT | Caterpillar Inc | 2.6% | +67.2% |
| MU | Micron Technology Inc | 2.3% | +119.0% |
| XOM | Exxon Mobil Corp | 2.2% | +41.0% |
| WMT | Walmart Inc. Common Stock | 1.9% | +3.8% |
| CVX | Chevron Corp | 1.8% | +32.9% |
| COST | Costco Wholesale Corp | 1.6% | -3.0% |
| JNJ | Johnson & Johnson | 1.6% | +43.6% |
| LLY | Eli Lilly and Company | 1.5% | +40.7% |
| AMD | Advanced Micro Devices Inc | 1.5% | +37.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| May 11, 2026 | SELL | XOM | 2.3% → 2.2% |
| May 11, 2026 | BUY | COST | 1.7% → 1.6% |
| May 11, 2026 | BUY | NVDA | 13.8% → 14.5% |
| May 11, 2026 | BUY | WMT | 2.0% → 1.9% |
| May 11, 2026 | BUY | GOOGL | 10.0% → 10.1% |
Investment Style Analysis
HighPoint Advisor Group, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending May 11, HighPoint Advisor Group, LLC made a significant move by reducing the position in XOM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
HighPoint Advisor Group's investment philosophy is centered on a comprehensive discovery process designed to align financial strategies with each client's specific goals, lifestyle, and risk tolerance. The firm employs discretionary management to construct customized, diversified portfolios utilizing equities, exchange-traded funds (ETFs), and mutual funds. Their approach emphasizes transparency, best execution, and fiduciary duty, seeking to deliver long-term value through disciplined asset allocation and continuous risk management. By integrating financial planning with active portfolio oversight, the firm aims to help clients navigate complex market landscapes and achieve their long-term financial objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with HighPoint Advisor Group, LLC.
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Frequently asked questions
How is the simulated portfolio for HighPoint Advisor Group, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is HighPoint Advisor Group, LLC's largest holding?
As of the latest filing, HighPoint Advisor Group, LLC's top position is Apple Inc (AAPL), representing 22.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is HighPoint Advisor Group, LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.7% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 2.73, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does HighPoint Advisor Group, LLC primarily invest in?
HighPoint Advisor Group, LLC has a strong preference for the Consumer Electronics sector, which makes up 22.8% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is HighPoint Advisor Group, LLC's portfolio concentrated or diversified?
HighPoint Advisor Group, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 47.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has HighPoint Advisor Group, LLC performed in 2026?
Our AI-simulated model portfolio for HighPoint Advisor Group, LLC tracks a Year-to-Date (YTD) return of +16.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Craig Ibrahim manage HighPoint Advisor Group, LLC directly?
Yes, Craig Ibrahim serves as the key portfolio manager for HighPoint Advisor Group, LLC, overseeing the investment strategy and final capital allocation decisions.