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 | |
|---|---|---|---|---|---|---|---|
2276
ONE Gas
OGS
$5.27B
| $981K | ﹤0.01% |
13,652
-2,331
| -15% | -$183K |
2014 Q1
50 quarters
|
|
2277
VanEck BDC Income ETF
BIZD
$1.49B
| $981K | ﹤0.01% |
76,077
-13,811
| -15% | -$179K |
2021 Q1
22 quarters
|
|
2278
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
$169M
| $977K | ﹤0.01% |
19,600
-1,200
| -6% | -$60.7K |
2026 Q1
2 quarters
|
|
2279
Haleon
HLN
$40.2B
| $975K | ﹤0.01% |
108,281
-42,596
| -28% | -$414K |
2022 Q3
16 quarters
|
|
2280
Oklo
OKLO
$4.67B
| $973K | ﹤0.01% |
26,272
+1,841
| +8% | +$77.8K |
2024 Q4
7 quarters
|
|
2281
Invesco QQQ Equal Weight ETF
QEW
$20.1M
| $972K | ﹤0.01% |
32,635
+12,778
| +64% | +$380K |
2026 Q2
1 quarter
|
|
2282
iShares MSCI Chile ETF
ECH
$807M
| $971K | ﹤0.01% |
25,691
-16,288
| -39% | -$650K |
2025 Q2
5 quarters
|
|
2283
Tidewater
TDW
$3.94B
| $971K | ﹤0.01% |
11,971
-249
| -2% | -$21K |
2023 Q2
13 quarters
|
|
2284
Invesco Bloomberg Pricing Power ETF
POWA
$171M
| $970K | ﹤0.01% |
11,256
-797
| -7% | -$71.6K |
2021 Q3
20 quarters
|
|
2285
Vestis
VSTS
$1.86B
| $969K | ﹤0.01% |
72,531
-32,071
| -31% | -$448K |
2024 Q2
9 quarters
|
|
2286
First Financial Bankshares
FFIN
$4.33B
| $968K | ﹤0.01% |
30,494
-2,009
| -6% | -$68.4K |
2018 Q4
31 quarters
|
|
2287
Hercules Capital
HTGC
$3.01B
| $967K | ﹤0.01% |
57,542
-2,186
| -4% | -$36.7K |
2015 Q2
45 quarters
|
|
2288
USA Rare Earth Inc
USAR
$3.06B
| $965K | ﹤0.01% |
68,503
+33,578
| +96% | +$570K |
2026 Q1
2 quarters
|
|
2289
Dimensional Global Sustainability Fixed Income ETF
DFSB
$767M
| $963K | ﹤0.01% |
19,441
+23
| +0.1% | +$1.17K |
2023 Q1
14 quarters
|
|
2290
Global X Morningstar Capital Allocation Leaders ETF
CPTL
$112M
| $963K | ﹤0.01% |
19,826
-205
| -1% | -$9.9K |
2023 Q3
12 quarters
|
|
2291
Zymeworks
ZYME
$1.85B
| $962K | ﹤0.01% |
36,319
+219
| +0.6% | +$5.67K |
2026 Q1
2 quarters
|
|
2292
Galaxy Digital Inc
GLXY
$2.76B
| $960K | ﹤0.01% |
42,201
-63
| -0.1% | -$1.47K |
2025 Q2
5 quarters
|
|
2293
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$209M
| $958K | ﹤0.01% |
57,255
-500
| -0.9% | -$8.57K |
2020 Q2
25 quarters
|
|
2294
Innovator US Equity Accelerated Plus ETF July
XTJL
$16.9M
| $956K | ﹤0.01% |
22,523
| – | – |
2024 Q3
8 quarters
|
|
2295
Amplify CEF High Income ETF
YYY
$667M
| $954K | ﹤0.01% |
91,950
-1,300
| -1% | -$14.6K |
2022 Q4
15 quarters
|
|
2296
Scotiabank
BNS
$113B
| $953K | ﹤0.01% |
10,490
+1,744
| +20% | +$157K |
2020 Q1
26 quarters
|
|
2297
Community Bank
CBU
$3.39B
| $951K | ﹤0.01% |
15,965
-812
| -5% | -$52.4K |
2015 Q3
44 quarters
|
|
2298
Criteo S.A.
CRTO
$887M
| $948K | ﹤0.01% |
62,380
-93,537
| -60% | -$1.78M |
2015 Q3
44 quarters
|
|
2299
Invesco
IVZ
$12.7B
| $946K | ﹤0.01% |
31,355
+5,995
| +24% | +$185K |
2015 Q1
46 quarters
|
|
2300
Trimble
TRMB
$12.8B
| $945K | ﹤0.01% |
16,553
-1,848
| -10% | -$105K |
2020 Q2
25 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.