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 | |
|---|---|---|---|---|---|---|---|
2301
Penumbra
PEN
$12.6B
| $945K | ﹤0.01% |
2,969
+280
| +10% | +$89.8K |
2023 Q2
13 quarters
|
|
2302
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$329M
| $944K | ﹤0.01% |
51,072
-24,668
| -33% | -$464K |
2026 Q1
2 quarters
|
|
2303
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.22B
| $941K | ﹤0.01% |
30,974
+169
| +0.5% | +$5.09K |
2025 Q4
3 quarters
|
|
2304
Impinj
PI
$5.2B
| $939K | ﹤0.01% |
5,235
+667
| +15% | +$108K |
2021 Q3
20 quarters
|
|
2305
ZIM Integrated Shipping Services
ZIM
$3.54B
| $937K | ﹤0.01% |
31,962
+19,712
| +161% | +$532K |
2025 Q2
5 quarters
|
|
2306
Definium Therapeutics
DFTX
$4.39B
| $937K | ﹤0.01% |
24,619
+2,306
| +10% | +$97.2K |
2026 Q1
2 quarters
|
|
2307
Themes Generative Artificial Intelligence ETF
WISE
$20.7M
| $937K | ﹤0.01% |
26,469
-894
| -3% | -$31.9K |
2025 Q2
5 quarters
|
|
2308
EagleRock Land
EROK
$557M
| $936K | ﹤0.01% |
45,000
| – | – |
2026 Q2
1 quarter
|
|
2309
Lumen Technologies, Inc. Common Stock
LUMN
$4.22B
| $935K | ﹤0.01% |
167,003
-6,342
| -4% | -$40.4K |
2021 Q1
22 quarters
|
|
2310
Figma
FIG
$10.4B
| $932K | ﹤0.01% |
44,324
+2,383
| +6% | +$57K |
2025 Q3
4 quarters
|
|
2311
NNN REIT
NNN
$7.99B
| $931K | ﹤0.01% |
22,655
+2,527
| +13% | +$116K |
2024 Q2
9 quarters
|
|
2312
Centrus Energy
LEU
$2.14B
| $931K | ﹤0.01% |
6,673
-250
| -4% | -$42.2K |
2024 Q2
9 quarters
|
|
2313
WisdomTree International Equity Fund
DWM
$657M
| $927K | ﹤0.01% |
12,588
-1,500
| -11% | -$113K |
2021 Q1
22 quarters
|
|
2314
nLIGHT
LASR
$2.4B
| $927K | ﹤0.01% |
+23,795
| New | +$1.28M |
2026 Q3
0 quarters
|
|
2315
Carlyle Secured Lending
CGBD
$754M
| $927K | ﹤0.01% |
86,673
-63,207
| -42% | -$694K |
2017 Q3
36 quarters
|
|
2316
Horizon Kinetics Blockchain Development ETF
BCDF
$24.9M
| $923K | ﹤0.01% |
28,836
+476
| +2% | +$15.5K |
2025 Q2
5 quarters
|
|
2317
VanEck IG Floating Rate ETF
FLTR
$3.69B
| $920K | ﹤0.01% |
+35,937
| New | +$919K |
2026 Q3
0 quarters
|
|
2318
Harbor International Compounders ETF
OSEA
$372M
| $919K | ﹤0.01% |
31,420
+1,124
| +4% | +$33.9K |
2025 Q1
6 quarters
|
|
2319
Ralph Lauren
RL
$22.8B
| $919K | ﹤0.01% |
2,588
+264
| +11% | +$97.3K |
2023 Q1
14 quarters
|
|
2320
Invesco Variable Rate Investment Grade ETF
VRIG
$1.99B
| $919K | ﹤0.01% |
+36,708
| New | +$921K |
2026 Q3
0 quarters
|
|
2321
The RBB Fund Trust Longview Advantage ETF
EBI
$687M
| $918K | ﹤0.01% |
14,038
| – | – |
2025 Q3
4 quarters
|
|
2322
DELISTED
Arcosa
ACA
| $917K | ﹤0.01% |
6,274
+1,036
| +20% | +$151K |
2020 Q1
26 quarters
|
|
2323
Royce Value Trust
RVT
$2.11B
| $916K | ﹤0.01% |
53,482
-147,342
| -73% | -$2.68M |
2021 Q4
19 quarters
|
|
2324
Columbia Banking Systems
COLB
$17.1B
| $914K | ﹤0.01% |
31,974
-56
| -0.2% | -$1.74K |
2024 Q3
8 quarters
|
|
2325
Provident Financial Services
PFS
$2.97B
| $914K | ﹤0.01% |
41,262
+1,627
| +4% | +$38.6K |
2024 Q2
9 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.