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 | |
|---|---|---|---|---|---|---|---|
2176
Alpha Architect High Inflation and Deflation ETF
HIDE
$140M
| $1.15M | ﹤0.01% |
+47,066
| New | +$1.15M |
2026 Q3
0 quarters
|
|
2177
iShares MSCI India Small-Cap ETF
SMIN
$718M
| $1.15M | ﹤0.01% |
16,703
-49
| -0.3% | -$3.46K |
2021 Q4
19 quarters
|
|
2178
FT Vest US Equity Moderate Buffer ETF July
GJUL
$409M
| $1.15M | ﹤0.01% |
25,784
+9,934
| +63% | +$439K |
2025 Q3
4 quarters
|
|
2179
Schwab Fundamental International Small Company Index ETF
FNDC
$3.04B
| $1.15M | ﹤0.01% |
23,029
-8
| -0% | -$401 |
2021 Q1
22 quarters
|
|
2180
iShares Copper and Metals Mining ETF
ICOP
$400M
| $1.14M | ﹤0.01% |
21,454
-467
| -2% | -$24.9K |
2026 Q1
2 quarters
|
|
2181
Innovator International Developed Power Buffer ETF September
ISEP
$106M
| $1.14M | ﹤0.01% |
32,667
+4,230
| +15% | +$149K |
2024 Q3
8 quarters
|
|
2182
Amdocs
DOX
$4.68B
| $1.14M | ﹤0.01% |
19,937
+5,587
| +39% | +$320K |
2019 Q2
29 quarters
|
|
2183
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.3B
| $1.14M | ﹤0.01% |
15,369
+6,429
| +72% | +$478K |
2021 Q1
22 quarters
|
|
2184
Archer Aviation
ACHR
$3.15B
| $1.14M | ﹤0.01% |
228,693
+62,238
| +37% | +$339K |
2022 Q4
15 quarters
|
|
2185
Affirm
AFRM
$22.1B
| $1.14M | ﹤0.01% |
16,396
-5,743
| -26% | -$432K |
2021 Q1
22 quarters
|
|
2186
Chunghwa Telecom
CHT
$38.7B
| $1.13M | ﹤0.01% |
24,925
+8,143
| +49% | +$354K |
2025 Q4
3 quarters
|
|
2187
PG&E
PCG
$29.2B
| $1.13M | ﹤0.01% |
92,491
-27,990
| -23% | -$449K |
2019 Q3
28 quarters
|
|
2188
Mine Safety
MSA
$6.71B
| $1.13M | ﹤0.01% |
6,356
+1,997
| +46% | +$363K |
2020 Q3
24 quarters
|
|
2189
Invesco Dorsey Wright Technology Momentum ETF
PTF
$525M
| $1.13M | ﹤0.01% |
10,380
-188,885
| -95% | -$19.8M |
2023 Q2
13 quarters
|
|
2190
Corcept Therapeutics
CORT
$7.88B
| $1.13M | ﹤0.01% |
9,781
-325
| -3% | -$35K |
2023 Q3
12 quarters
|
|
2191
Goldman Sachs Hedge Industry VIP ETF
GVIP
$546M
| $1.13M | ﹤0.01% |
6,623
+139
| +2% | +$24.1K |
2021 Q1
22 quarters
|
|
2192
VanEck Biotech ETF
BBH
$522M
| $1.12M | ﹤0.01% |
4,596
+5
| +0.1% | +$1.12K |
2021 Q1
22 quarters
|
|
2193
APi Group
APG
$18.5B
| $1.12M | ﹤0.01% |
29,104
-8,899
| -23% | -$357K |
2024 Q1
10 quarters
|
|
2194
Simplify MBS ETF
MTBA
$888M
| $1.12M | ﹤0.01% |
24,024
-2,286
| -9% | -$111K |
2024 Q2
9 quarters
|
|
2195
Themes Uranium & Nuclear ETF
URAN
$21.5M
| $1.12M | ﹤0.01% |
32,179
-42
| -0.1% | -$1.6K |
2025 Q2
5 quarters
|
|
2196
Crane Co
CR
$12.1B
| $1.12M | ﹤0.01% |
5,492
+281
| +5% | +$59.4K |
2023 Q3
12 quarters
|
|
2197
Jefferies Financial Group
JEF
$10.5B
| $1.12M | ﹤0.01% |
24,462
-10,696
| -30% | -$566K |
2013 Q2
53 quarters
|
|
2198
South Bow Corp
SOBO
$6.95B
| $1.12M | ﹤0.01% |
33,737
-10,538
| -24% | -$384K |
2024 Q4
7 quarters
|
|
2199
Bank OZK
OZK
$5.47B
| $1.11M | ﹤0.01% |
24,249
-587
| -2% | -$29.3K |
2024 Q3
8 quarters
|
|
2200
State Street SPDR Dow Jones REIT ETF
RWR
$1.88B
| $1.11M | ﹤0.01% |
10,614
-718
| -6% | -$81.2K |
2013 Q2
53 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.