HighTower Advisors, LLC

Institutional investor · Portfolio as of Q2 2026

Top Holdings3,798 positions

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Activity:
AAPL

Apple Inc.

11.5M$3.3B3.2%$114.03+200.23%
26 qtrssince 2020-Q1
Decreased
0
JNJ

Johnson & Johnson

9.9M$2.5B2.4%$200.45+37.80%
31 qtrssince 2018-Q4
Decreased
0
IVV
IVV
ETF

ISHARES TR

3.3M$2.5B2.4%$451.56+63.58%
31 qtrssince 2018-Q4
Increased
56
SPY
SPY
ETF

STATE STR SPDR S&P 500 ETF T

2.7M$2B1.9%$418.91+75.53%
31 qtrssince 2018-Q4
Decreased
0
VOO
VOO
ETF

VANGUARD INDEX FDS

2.8M$1.9B1.8%$432.26+56.39%
22 qtrssince 2021-Q1
Increased
52
MSFT

Microsoft Corporation

5M$1.9B1.8%$199.70+165.70%
31 qtrssince 2018-Q4
Decreased
0
NVDA

NVIDIA Corporation

7.4M$1.5B1.4%$37.36+399.53%
31 qtrssince 2018-Q4
Decreased
0
BRK/A

Berkshire Hathaway Inc.

1,946$1.5B1.4%——
26 qtrssince 2020-Q1
Decreased
0
AMZN

Amazon.com, Inc.

6M$1.4B1.4%$139.07+86.46%
26 qtrssince 2020-Q1
Increased
53
GOOGL

Alphabet Inc.

3.6M$1.3B1.3%$100.18+184.28%
31 qtrssince 2018-Q4
Decreased
0
BRK/B

Berkshire Hathaway Inc.

2.5M$1.2B1.2%$274.81+107.74%
26 qtrssince 2020-Q1
Increased
51
SN

SharkNinja, Inc.

6.3M$964.8M0.9%$64.30+246.74%
12 qtrssince 2023-Q3
Decreased
0
XOM

ExxonMobil Holdings Corporation

6.9M$943.1M0.9%$75.36+120.10%
31 qtrssince 2018-Q4
Decreased
0
QQQ
QQQ
ETF

Invesco QQQ Trust, Series 1

1.2M$906.3M0.9%$488.72+34.25%
9 qtrssince 2024-Q2
Increased
46
JPM

JPMorgan Chase & Co.

2.6M$859.7M0.8%$112.82+196.47%
31 qtrssince 2018-Q4
Decreased
0
AVGO

Broadcom Inc.

2.2M$842.8M0.8%$45.95+539.22%
31 qtrssince 2018-Q4
Decreased
0
VTI
VTI
ETF

VANGUARD INDEX FDS

2.3M$832.8M0.8%$241.69+49.75%
22 qtrssince 2021-Q1
Increased
45
VUG
VUG
ETF

VANGUARD INDEX FDS

9.6M$829.3M0.8%$47.92+71.47%
22 qtrssince 2021-Q1
Increased
45
VEA
VEA
ETF

VANGUARD TAX-MANAGED FDS

11.6M$828.8M0.8%$44.67+52.02%
22 qtrssince 2021-Q1
Decreased
0
VTV
VTV
ETF

VANGUARD INDEX FDS

3.7M$798.2M0.8%$148.04+50.64%
22 qtrssince 2021-Q1
Increased
47
$104.1B
AUM
3,798
Positions
Q2 2026
Filing
HI rating · 4.0/5
Quarterly 13F Value Change
Reported 13F value ($B)
Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
QuarterReported value in US dollarsReported value change
2025-Q1$73,690,866,5580.7637473651%
2025-Q2$79,830,099,8428.33106403922%
2025-Q3$88,075,854,06410.3291292862%
2025-Q4$91,436,983,3273.81617561217%
2026-Q1$94,218,797,1483.04232895682%
2026-Q2$104,131,808,03510.5212666549%
Activity profile
$ moved · Q2'26
New3%Increased48%Decreased47%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.8 years
<1Q4%1-4Q9%1-2Y9%2Y+77%

HighTower Advisors, LLC manages $104.1B across 3798 positions as of Q2 2026. Top holdings: AAPL (3.2%), JNJ (2.4%), IVV (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.

Q2 2026 Summary

Active quarter - 265 new positions, 263 exits, 1449 increased. Top move: IVV (INCREASED, conviction 56). Portfolio: $104.1B across 3798 positions.

Top holdings by portfolio weight

Total AUM$104B
AAPL3.19%
JNJ2.41%
IVV2.35%
SPY1.94%
VOO1.82%
MSFT1.79%
NVDA1.42%
BRK/A1.40%
AMZN1.38%
GOOGL1.25%
Other1.18%

Portfolio allocation by GICS sector

Sectors11
Unknown48.39%
Technology13.63%
Financial Services8.24%
Healthcare6.35%
Consumer Cyclical5.28%
Industrials5.13%
Communication Services3.70%
Consumer Defensive2.81%
Energy2.69%
Utilities1.48%
Other2.30%

Behavioral investing profile

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Balanced Allocator- primarily Unknown, Technology
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(4.0 / 5.0)
Holdings P&L59
Conviction49
Concentration28
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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.

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Accumulation Streaks

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Security
7Q
TBGTBGEA SERIES TRUST
Q4 2024 → Q2 2026+839,313 shares+$37.4M
7Q
ARBARBALTSHARES TRUST
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7Q
VALQVALQAMERICAN CENTY ETF TR
Q4 2024 → Q2 2026+554 shares+$109,824
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What the most-followed managers hold, and what they bought and sold each quarter.

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

Verify source filings on SEC EDGAR

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