# HighTower Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1462245. Source: https://holderbook.com/funds/1462245-hightower-advisors-llc/

- Reported value: $103.2B
- Positions: 3,797
- Weight of the ten largest: 19.1%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.3B | 11,467,783 | 3.2% | 26 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.5B | 9,892,767 | 2.4% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.5B | 3,272,035 | 2.4% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.0B | 2,709,844 | 2.0% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.9B | 2,758,297 | 1.8% | 22 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.9B | 5,008,045 | 1.8% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.5B | 7,407,961 | 1.4% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5B | 1,946 | 1.4% | 26 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.4B | 6,013,605 | 1.4% | 26 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.3B | 3,643,071 | 1.3% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.2B | 2,457,898 | 1.2% | 26 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $964.8M | 6,335,917 | 0.9% | 12 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $906.3M | 1,230,679 | 0.9% | 9 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $859.7M | 2,626,400 | 0.8% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $842.8M | 2,231,188 | 0.8% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $832.8M | 2,250,580 | 0.8% | 22 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $829.3M | 9,627,196 | 0.8% | 22 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $828.8M | 11,632,063 | 0.8% | 22 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $798.2M | 3,662,549 | 0.8% | 22 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $743.7M | 2,104,869 | 0.7% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $729.2M | 1,294,473 | 0.7% | 31 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $617.9M | 4,976,224 | 0.6% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $601.6M | 564,930 | 0.6% | 31 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $598.7M | 21,613,963 | 0.6% | 31 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $593.4M | 6,144,370 | 0.6% | 31 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $557.6M | 2,356,586 | 0.5% | 22 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $541.3M | 7,019,239 | 0.5% | 31 |
| EXCHANGE TRADED CONCEPTS TRU | [SIXH](https://holderbook.com/stocks/SIXH/) | $531.3M | 12,408,321 | 0.5% | 15 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $523.6M | 436,561 | 0.5% | 31 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $519.3M | 1,409,760 | 0.5% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $509.1M | 1,483,966 | 0.5% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $508.6M | 3,756,348 | 0.5% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $502.6M | 435,432 | 0.5% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $495.1M | 1,967,343 | 0.5% | 31 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $492.5M | 3,320,768 | 0.5% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $482.8M | 2,912,517 | 0.5% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $482.6M | 1,716,120 | 0.5% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $476.5M | 4,056,824 | 0.5% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $472.9M | 3,679,920 | 0.5% | 31 |
| EXCHANGE TRADED CONCEPTS TRU | [SIXA](https://holderbook.com/stocks/SIXA/) | $446.6M | 7,974,243 | 0.4% | 15 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $436.4M | 3,651,091 | 0.4% | 22 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $430.1M | 2,933,193 | 0.4% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $419.4M | 448,285 | 0.4% | 31 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $417.7M | 4,753,004 | 0.4% | 31 |
| PREFORMED LINE PRODS CO | [PLPC](https://holderbook.com/stocks/PLPC/) | $416.6M | 1,014,731 | 0.4% | 29 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $410.6M | 13,950,292 | 0.4% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $409.3M | 6,857,688 | 0.4% | 22 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $402.1M | 5,305,798 | 0.4% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $400.6M | 952,455 | 0.4% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $397.8M | 1,471,725 | 0.4% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $395.2M | 6,935,356 | 0.4% | 26 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $386.0M | 808,348 | 0.4% | 31 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $383.4M | 4,485,289 | 0.4% | 22 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $357.4M | 824,884 | 0.3% | 7 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $351.9M | 4,367,572 | 0.3% | 22 |
| USCF ETF TR | [UMI](https://holderbook.com/stocks/UMI/) | $351.0M | 5,965,914 | 0.3% | 22 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $350.3M | 1,646,215 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $343.6M | 9,474,823 | 0.3% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $335.9M | 952,398 | 0.3% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $326.7M | 2,884,602 | 0.3% | 22 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $322.8M | 446,525 | 0.3% | 26 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $316.2M | 1,666,680 | 0.3% | 9 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $304.8M | 11,494,387 | 0.3% | 13 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $302.9M | 3,617,288 | 0.3% | 22 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $301.9M | 4,112,113 | 0.3% | 22 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $299.2M | 2,542,438 | 0.3% | 28 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $297.6M | 3,591,983 | 0.3% | 31 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $297.2M | 1,560,039 | 0.3% | 31 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $295.9M | 1,348,338 | 0.3% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $295.6M | 816,257 | 0.3% | 26 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $293.1M | 2,463,414 | 0.3% | 31 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $290.8M | 959,311 | 0.3% | 22 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $289.5M | 1,409,310 | 0.3% | 31 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $287.7M | 3,481,108 | 0.3% | 22 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $283.8M | 682,746 | 0.3% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $278.1M | 2,021,788 | 0.3% | 31 |
| ISHARES TR | [IUSG](https://holderbook.com/stocks/IUSG/) | $275.7M | 1,465,956 | 0.3% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $274.4M | 6,481,407 | 0.3% | 22 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $274.2M | 803,974 | 0.3% | 31 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $271.3M | 1,983,231 | 0.3% | 26 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $269.2M | 9,295,333 | 0.3% | 31 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $259.9M | 2,717,667 | 0.3% | 22 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $252.6M | 1,041,916 | 0.2% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $252.5M | 491,676 | 0.2% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $249.0M | 428,637 | 0.2% | 26 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $249.0M | 7,356,889 | 0.2% | 31 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $245.2M | 3,247,846 | 0.2% | 21 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $243.8M | 4,432,562 | 0.2% | 17 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $238.5M | 1,865,989 | 0.2% | 22 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $238.5M | 2,673,605 | 0.2% | 26 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $235.4M | 2,896,306 | 0.2% | 31 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $232.9M | 5,249,890 | 0.2% | 21 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $231.8M | 1,466,544 | 0.2% | 22 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $229.9M | 2,619,884 | 0.2% | 31 |
| SIMON PPTY GROUP INC NEW | [SPG](https://holderbook.com/stocks/SPG/) | $228.5M | 1,021,493 | 0.2% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $227.6M | 763,670 | 0.2% | 31 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $226.7M | 6,149,219 | 0.2% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $221.8M | 219,334 | 0.2% | 31 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $221.2M | 4,388,987 | 0.2% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $218.4M | 2,642,793 | 0.2% | 22 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.5% | +14.8% | -4.3% | 100% |
| Q1 2026 | -1.2% | -4.6% | +3.5% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.2% | 100% |
| Q3 2025 | +6.7% | +7.8% | -1.1% | 100% |
| Q2 2025 | +6.5% | +10.5% | -4.0% | 100% |
| Q1 2025 | -1.6% | -4.6% | +2.9% | 99% |
| Q4 2024 | -0.2% | +2.1% | -2.4% | 99% |
| Q3 2024 | +6.6% | +5.4% | +1.2% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $103.2B | 3,797 |
| Q1 2026 | $94.2B | 3,796 |
| Q4 2025 | $91.4B | 3,644 |
| Q3 2025 | $88.1B | 3,629 |
| Q2 2025 | $79.8B | 3,588 |
| Q1 2025 | $73.7B | 3,497 |
| Q4 2024 | $73.1B | 3,496 |
| Q3 2024 | $70.0B | 3,457 |
| Q2 2024 | $64.7B | 3,367 |
| Q1 2024 | $61.7B | 3,304 |
| Q4 2023 | $59.6B | 3,350 |
| Q3 2023 | $53.2B | 3,305 |