HighTower Advisors Portfolio holdings
Hightower Advisors is a wealth management firm that serves clients through a network of advisor practices, each with its own focus and strategy. It was co-founded by Elliot Weissbluth, a former president of U.S. Fiduciary Services, and three partners, for brokerage advisors who wanted to go independent while keeping the support of a big firm. By 2013 it had moved away from its original partnership model toward an outsourced platform for advisors and had begun buying advisory firms outright. Funds run by Thomas H. Lee Partners hold a controlling stake in Hightower, which serves individuals and institutions, including pension plans.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$118M |
| 2 |
SpaceX
SPCX
|
+$92.7M |
| 3 |
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
|
+$85.7M |
| 4 |
Comcast
CMCSA
|
+$75.9M |
| 5 |
Domino's
DPZ
|
+$73.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SharkNinja
SN
|
+$455M |
| 2 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$233M |
| 3 |
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
|
+$125M |
| 4 |
VICI Properties
VICI
|
+$115M |
| 5 |
U.S. Small Cap Portfolio ETF Class Shares
DFAS
|
+$92.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 48.7% |
| 2 | Technology | 14.47% |
| 3 | Financials | 7.98% |
| 4 | Healthcare | 6.61% |
| 5 | Industrials | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
651
T. Rowe Price
TROW
$23.2B
| $19.7M | 0.02% |
189,428
+385
| +0.2% | +$43.1K |
2013 Q2
53 quarters
|
|
652
Cambria Tail Risk ETF
TAIL
$159M
| $19.7M | 0.02% |
2,011,331
+581,827
| +41% | +$6M |
2025 Q4
3 quarters
|
|
653
Bloom Energy
BE
$56.8B
| $19.6M | 0.02% |
70,865
+3,405
| +5% | +$804K |
2020 Q1
26 quarters
|
|
654
HCA Healthcare
HCA
$104B
| $19.5M | 0.02% |
45,711
-211
| -0.5% | -$86.5K |
2015 Q1
46 quarters
|
|
655
Williams-Sonoma
WSM
$29.9B
| $19.5M | 0.02% |
85,515
+370
| +0.4% | +$85.5K |
2021 Q1
22 quarters
|
|
656
Western Digital
WDC
$111B
| $19.4M | 0.02% |
42,795
-2,457
| -5% | -$1.19M |
2021 Q1
22 quarters
|
|
657
Barrick Mining
B
$61.2B
| $19.4M | 0.02% |
477,238
-42,417
| -8% | -$1.74M |
2020 Q1
26 quarters
|
|
658
Alpha Architect US Quantitative Value ETF
QVAL
$730M
| $19.3M | 0.02% |
+331,327
| New | +$19.7M |
2026 Q3
0 quarters
|
|
659
eBay
EBAY
$53.1B
| $19.3M | 0.02% |
182,257
+20,454
| +13% | +$2.23M |
2013 Q2
53 quarters
|
|
660
Church & Dwight Co
CHD
$26.7B
| $19.3M | 0.02% |
204,895
+4,706
| +2% | +$462K |
2016 Q3
40 quarters
|
|
661
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.49B
| $19.3M | 0.02% |
392,909
+7,371
| +2% | +$380K |
2013 Q2
53 quarters
|
|
662
Teradyne
TER
$39B
| $19.2M | 0.02% |
47,906
-12,684
| -21% | -$4.68M |
2016 Q3
40 quarters
|
|
663
Cadence Design Systems
CDNS
$88.6B
| $19.2M | 0.02% |
58,153
-17,708
| -23% | -$5.82M |
2013 Q2
53 quarters
|
|
664
Franklin Municipal High Yield ETF
FTMH
$545M
| $19.2M | 0.02% |
1,767,156
+118,000
| +7% | +$1.35M |
2025 Q4
3 quarters
|
|
665
Corteva
CTVA
$6.29B
| $19.2M | 0.02% |
247,115
+11,659
| +5% | +$965K |
2019 Q2
29 quarters
|
|
666
ARK Innovation ETF
ARKK
$5.65B
| $19.1M | 0.02% |
214,864
+10,198
| +5% | +$834K |
2017 Q2
37 quarters
|
|
667
Dan IVES Wedbush AI Revolution ETF
IVES
$946M
| $19.1M | 0.02% |
465,483
-291,293
| -38% | -$11.2M |
2025 Q2
5 quarters
|
|
668
iShares US Healthcare ETF
IYH
$4.81B
| $19M | 0.02% |
265,806
-2,871
| -1% | -$202K |
2016 Q2
41 quarters
|
|
669
Innovator US Equity Power Buffer ETF June
PJUN
$870M
| $19M | 0.02% |
431,278
-17,111
| -4% | -$749K |
2020 Q2
25 quarters
|
|
670
Wheaton Precious Metals
WPM
$59.7B
| $19M | 0.02% |
141,808
-42,332
| -23% | -$5.6M |
2021 Q1
22 quarters
|
|
671
Federated Hermes
FHI
$4.71B
| $18.9M | 0.02% |
335,376
-41,466
| -11% | -$2.51M |
2013 Q2
53 quarters
|
|
672
TCW Flexible Income ETF
FLXR
$3.88B
| $18.8M | 0.02% |
496,728
+95,040
| +24% | +$3.68M |
2025 Q4
3 quarters
|
|
673
Lumentum
LITE
$54.1B
| $18.8M | 0.02% |
19,309
+3,334
| +21% | +$2.82M |
2024 Q3
8 quarters
|
|
674
Strategy Inc
MSTR
$47.2B
| $18.7M | 0.02% |
122,370
+8,921
| +8% | +$1.03M |
2020 Q4
23 quarters
|
|
675
Tema Electrification ETF
VOLT
$682M
| $18.7M | 0.02% |
527,799
-42,354
| -7% | -$1.57M |
2025 Q3
4 quarters
|
|
Similar funds
HighTower Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, HighTower Advisors held 4,026 positions worth $106B, up 1.4% from $104B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
HighTower Advisors's Q3 2026 filing shows 230 new, 1,795 increased, 1,600 reduced and 206 closed positions. Its largest new stake was Invesco Energy Exploration & Production ETF: 959,370 shares worth $37.8M. The largest sale was SharkNinja, an estimated $455M.
By sector, the portfolio is most concentrated in Miscellaneous at 49% of assets, up from 48% a quarter earlier, followed by Technology and Financials.
- HighTower Advisors's largest Q3 2026 buy was Invesco Energy Exploration & Production ETF: 959,370 shares worth $37.8M.
- HighTower Advisors added most to iShares Core S&P 500 ETF in Q3 2026, an estimated $118M increase.
- HighTower Advisors's biggest Q3 2026 reduction was SharkNinja, cutting an estimated $455M.
- HighTower Advisors fully exited U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2026, selling an estimated $233M.
- HighTower Advisors's ten largest holdings make up 20% of its $106B portfolio in Q3 2026.
- HighTower Advisors opened 230 new positions and closed 206 in Q3 2026.
- HighTower Advisors's portfolio value rose 1.4% quarter-over-quarter to $106B.
Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.