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 | |
|---|---|---|---|---|---|---|---|
1926
Affiliated Managers Group
AMG
$9.7B
| $1.62M | ﹤0.01% |
4,427
+1,003
| +29% | +$364K |
2023 Q2
13 quarters
|
|
1927
Eaton Vance Short Duration Municipal Income ETF
EVSM
$1.12B
| $1.62M | ﹤0.01% |
32,855
+8,845
| +37% | +$442K |
2024 Q3
8 quarters
|
|
1928
Woori Financial
WF
$17.6B
| $1.61M | ﹤0.01% |
21,347
+5,579
| +35% | +$393K |
2025 Q1
6 quarters
|
|
1929
VanEck Alternative Asset Manager ETF
GPZ
$239M
| $1.61M | ﹤0.01% |
75,516
-6,482
| -8% | -$152K |
2025 Q3
4 quarters
|
|
1930
Idacorp
IDA
$8.63B
| $1.61M | ﹤0.01% |
12,315
-5,233
| -30% | -$737K |
2020 Q2
25 quarters
|
|
1931
iShares MSCI USA ETF
MLRG
$1.3B
| $1.61M | ﹤0.01% |
15,221
| – | – |
2021 Q3
20 quarters
|
|
1932
Las Vegas Sands
LVS
$25.3B
| $1.61M | ﹤0.01% |
42,490
+8,516
| +25% | +$380K |
2013 Q4
51 quarters
|
|
1933
NiSource
NI
$22.1B
| $1.61M | ﹤0.01% |
41,166
-39,038
| -49% | -$1.68M |
2013 Q2
53 quarters
|
|
1934
Gorman-Rupp
GRC
$1.84B
| $1.6M | ﹤0.01% |
21,545
-714
| -3% | -$56K |
2022 Q3
16 quarters
|
|
1935
Nuveen ESG US Aggregate Bond ETF
NUBD
$480M
| $1.6M | ﹤0.01% |
75,760
+18
| +0% | +$391 |
2023 Q3
12 quarters
|
|
1936
Carlyle Group
CG
$14.1B
| $1.6M | ﹤0.01% |
40,258
-5,461
| -12% | -$248K |
2020 Q1
26 quarters
|
|
1937
Baillie Gifford Long Term Global Growth ETF
BGGG
| $1.59M | ﹤0.01% |
45,954
-3,817
| -8% | -$135K |
2026 Q2
1 quarter
|
|
1938
VanEck Onchain Economy ETF
NODE
$53.6M
| $1.59M | ﹤0.01% |
40,686
+19,512
| +92% | +$769K |
2025 Q4
3 quarters
|
|
1939
Supernus, Inc. Common Stock
SUPN
$6.17B
| $1.59M | ﹤0.01% |
44,342
-38,746
| -47% | -$1.46M |
2026 Q1
2 quarters
|
|
1940
Cambria Tactical Yield ETF
TYLD
$59.8M
| $1.59M | ﹤0.01% |
62,694
+3,475
| +6% | +$88.1K |
2025 Q2
5 quarters
|
|
1941
Sun Life Financial
SLF
$40.5B
| $1.59M | ﹤0.01% |
20,378
-2,521
| -11% | -$203K |
2017 Q2
37 quarters
|
|
1942
Capital Group Dividend Growers ETF
CGDG
$6.01B
| $1.59M | ﹤0.01% |
42,803
-729
| -2% | -$27.9K |
2024 Q1
10 quarters
|
|
1943
Medpace
MEDP
$18.3B
| $1.58M | ﹤0.01% |
2,535
-1,164
| -31% | -$682K |
2022 Q2
17 quarters
|
|
1944
First Eagle Global Equity ETF
FEGE
$2.68B
| $1.57M | ﹤0.01% |
31,368
-198
| -0.6% | -$10.2K |
2025 Q2
5 quarters
|
|
1945
Ballast Small/Mid Cap ETF
MGMT
$167M
| $1.57M | ﹤0.01% |
32,417
-8,035
| -20% | -$407K |
2020 Q4
23 quarters
|
|
1946
Fluor
FLR
$6.28B
| $1.57M | ﹤0.01% |
32,824
-2,282
| -7% | -$119K |
2020 Q2
25 quarters
|
|
1947
Travere Therapeutics
TVTX
$4.86B
| $1.56M | ﹤0.01% |
+26,577
| New | +$1.62M |
2026 Q3
0 quarters
|
|
1948
XPO
XPO
$22.5B
| $1.56M | ﹤0.01% |
8,882
-154
| -2% | -$30.2K |
2023 Q2
13 quarters
|
|
1949
AeroVironment
AVAV
$5.97B
| $1.56M | ﹤0.01% |
10,981
+1,280
| +13% | +$202K |
2023 Q2
13 quarters
|
|
1950
Alpha Architect International Quantitative Momentum ETF
IMOM
$137M
| $1.56M | ﹤0.01% |
+38,687
| New | +$1.59M |
2026 Q3
0 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.