HighTower Advisors, LLCHighTower Advisors, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings3,796 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

APPLE INC

11.8M$3B3.2%$134.52+134.41%
25 qtrssince 2020-Q1
Increased
63

JOHNSON & JOHNSON

10.5M$2.6B2.7%$204.13+25.89%
30 qtrssince 2018-Q4
Increased
88
IVVIVV
ETF

iShares Trust CORE S&P500 ETF

3.2M$2.1B2.2%$452.66+67.48%
30 qtrssince 2018-Q4
Increased
64

MICROSOFT CORP

5.1M$1.9B2.0%$201.29+91.32%
30 qtrssince 2018-Q4
Increased
51
SPYSPY
Unit

State Street Spdr S&p 500 Etf Trust TR UNIT

2.8M$1.8B1.9%$429.92+75.60%
30 qtrssince 2018-Q4
Increased
67
VOOVOO
ETF

VANGUARD INDEX FDS

2.7M$1.6B1.7%$424.96+63.28%
21 qtrssince 2021-Q1
Increased
52

BERKSHIRE HATHAWAY INC DEL

2,006$1.4B1.5%$343,128.87+108.76%
25 qtrssince 2020-Q1
Decreased
0

NVIDIA CORPORATION

7.7M$1.3B1.4%$121.07+74.24%
30 qtrssince 2018-Q4
Increased
54

EXXON MOBIL CORP

7.2M$1.2B1.3%$76.30+82.01%
30 qtrssince 2018-Q4
Decreased
0

AMAZON COM INC

5.7M$1.2B1.3%$127.44+92.52%
25 qtrssince 2020-Q1
Increased
51

BERKSHIRE HATHAWAY INC DEL

2.4M$1.2B1.2%$272.27+75.32%
25 qtrssince 2020-Q1
Decreased
0

ALPHABET INC

3.8M$1.1B1.1%$102.23+249.38%
30 qtrssince 2018-Q4
Decreased
0

META PLATFORMS INC

1.4M$789.9M0.8%$481.06+39.11%
30 qtrssince 2018-Q4
Increased
45

JPMORGAN CHASE & CO

2.7M$783.2M0.8%$114.49+193.88%
30 qtrssince 2018-Q4
Decreased
0
VEAVEA
ETF

VANGUARD TAX-MANAGED FDS

11.7M$748.9M0.8%$45.21+57.03%
21 qtrssince 2021-Q1
Increased
47
VTIVTI
ETF

VANGUARD INDEX FDS

2.2M$717.9M0.8%$242.82+53.48%
21 qtrssince 2021-Q1
Increased
46

SHARKNINJA INC

6.6M$701.8M0.7%$64.27+137.50%
11 qtrssince 2023-Q3
Increased
47

BROADCOM INC

2.3M$697.2M0.7%$163.45+144.70%
30 qtrssince 2018-Q4
Increased
47
VUGVUG
ETF

Vanguard Index Funds GROWTH ETF

1.6M$694.3M0.7%$284.77-69.31%
21 qtrssince 2021-Q1
Increased
45
VTVVTV
ETF

VANGUARD INDEX FDS

3.5M$690.8M0.7%$147.61+48.50%
21 qtrssince 2021-Q1
Increased
45
Showing 20 of 3,796 results.3,776 more with Pro.
$94.2B
AUM
3,796
Positions
Q1 2026
Filing
Rating · 4.5
Quarterly Portfolio Change
+4%Q4'24$73.1B+1%Q1'25$73.7B+8%Q2'25$79.8B+10%Q3'25$88.1B+4%Q4'25$91.4B+3%Q1'26$94.2B
Activity profile
$ moved · Q1'26
New3%Increased61%Decreased33%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.7 years
<1Q4%1-4Q9%1-2Y8%2Y+79%

HighTower Advisors, LLC manages $94.2B across 3796 positions as of Q1 2026. Top holdings: AAPL (3.2%), JNJ (2.7%), IVV (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.

Q1 2026 Summary

Active quarter - 344 new positions, 193 exits, 1974 increased. Top move: JNJ (INCREASED, conviction 88). Portfolio: $94.2B across 3796 positions.

Top holdings by portfolio weight

Total AUM$94B
AAPL3.17%
JNJ2.72%
IVV2.21%
MSFT1.99%
SPY1.93%
VOO1.68%
BRK/A1.53%
NVDA1.43%
XOM1.29%
AMZN1.27%
Other1.24%

Portfolio allocation by GICS sector

Sectors11
Unknown47.53%
Technology12.08%
Financial Services8.57%
Healthcare6.67%
Consumer Cyclical5.35%
Industrials5.03%
Communication Services3.96%
Energy3.58%
Consumer Defensive3.24%
Utilities1.58%
Other2.40%

Behavioral investing profile

Balanced Allocator91%- primarily Unknown, Technology
Compare DNA across all funds
7-dimension quality assessment
Elite(4.5 / 5.0)
Track Record62
Conviction41
Concentration29
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
IS464288166ISHARES TR
Q3 2024 Q1 2026+204,196 shares+$23M
7Q
BUFFBUFFINNOVATOR ETFS TRUST
Q3 2024 Q1 2026+89,137 shares+$5.1M
7Q
XSMOXSMOINVESCO EXCHANGE TRADED FD T
Q3 2024 Q1 2026+273,768 shares+$20.9M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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