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Hightower Advisors reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 5 August 2026, signed by Gary Davis, Jr., Director, Compliance. Retrieved 14 October 2026.

$104.13B
Reported 13F value
3,798
Positions
19.0%
In the 10 largest
+10.5%
Value vs. prior quarter

Hightower Advisors’ reported 13F holdings total $104.13B across 3,798 positions as of 30 June 2026. The ten largest make up 19.0% of it, and its value rose 10.5% from the prior quarter.

Form 13F lists long positions in exchange-traded securities over which the filer had investment discretion, valued at quarter end. It excludes cash, bonds held outside 13(f) securities, private funds, and assets the firm does not have discretion over, so the $104.13B reported here is not the firm's $198.58B in regulatory assets, and it does not represent any individual client's portfolio.

Largest positions

Apple Inc.COM$3,318,317,789
Class
COM
Share
3.2%
Johnson & JohnsonCOM$2,512,466,026
Class
COM
Share
2.4%
iShares TRCORE S&P500 ETF$2,450,394,205
Class
CORE S&P500 ETF
Share
2.4%
State Str SPDR S&P 500 ETF TTR UNIT$2,023,629,958
Class
TR UNIT
Share
1.9%
Vanguard Index FdsS&P 500 ETF SHS$1,894,425,661
Class
S&P 500 ETF SHS
Share
1.8%
Microsoft Corp.COM$1,868,100,946
Class
COM
Share
1.8%
Nvidia CorporationCOM$1,482,258,873
Class
COM
Share
1.4%
Berkshire Hathaway Inc. DelCL A$1,457,262,100
Class
CL A
Share
1.4%
Amazon Com Inc.COM$1,433,282,658
Class
COM
Share
1.4%
Alphabet Inc.CAP STK CL A$1,301,924,429
Class
CAP STK CL A
Share
1.3%
Berkshire Hathaway Inc. DelCL B NEW$1,229,907,375
Class
CL B NEW
Share
1.2%
Sharkninja Inc.COM SHS$964,770,138
Class
COM SHS
Share
0.9%
Exxon Mobil Corp.COM$943,081,885
Class
COM
Share
0.9%
Invesco Qqq TRUNIT SER 1$906,272,004
Class
UNIT SER 1
Share
0.9%
JPMORGAN Chase & COCOM$859,699,650
Class
COM
Share
0.8%
Broadcom Inc.COM$842,831,361
Class
COM
Share
0.8%
Vanguard Index FdsTOTAL STK MKT$832,804,703
Class
TOTAL STK MKT
Share
0.8%
Vanguard Index FdsGROWTH ETF$829,286,673
Class
GROWTH ETF
Share
0.8%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$828,784,455
Class
VAN FTSE DEV MKT
Share
0.8%
Vanguard Index FdsVALUE ETF$798,179,331
Class
VALUE ETF
Share
0.8%
Alphabet Inc.CAP STK CL C$743,713,239
Class
CAP STK CL C
Share
0.7%
Meta Platforms Inc.CL A$729,163,660
Class
CL A
Share
0.7%
iShares TRRUS 1000 GRW ETF$617,897,720
Class
RUS 1000 GRW ETF
Share
0.6%
Caterpillar Inc.COM$601,593,830
Class
COM
Share
0.6%
Schwab Strategic TRINTL EQTY ETF$598,706,782
Class
INTL EQTY ETF
Share
0.6%
iShares TRCORE MSCI EAFE$593,423,286
Class
CORE MSCI EAFE
Share
0.6%
Vanguard Specialized FundsDIV APP ETF$557,615,348
Class
DIV APP ETF
Share
0.5%
iShares TRCORE S&P MCP ETF$541,253,532
Class
CORE S&P MCP ETF
Share
0.5%
Exchange Traded Concepts TruETC 6 HEDGED EQU$531,262,276
Class
ETC 6 HEDGED EQU
Share
0.5%
Eli Lilly & COCOM$523,624,917
Class
COM
Share
0.5%
SPDR Gold TRGOLD SHS$519,327,280
Class
GOLD SHS
Share
0.5%
Visa Inc.COM CL A$509,133,976
Class
COM CL A
Share
0.5%
Pepsico Inc.COM$508,609,569
Class
COM
Share
0.5%
Micron Technology Inc.COM$502,615,020
Class
COM
Share
0.5%
Abbvie Inc.COM$495,062,218
Class
COM
Share
0.5%
iShares TRCORE S&P SCP ETF$492,503,037
Class
CORE S&P SCP ETF
Share
0.5%
Chevron CorporationCOM$482,778,740
Class
COM
Share
0.5%
International Business MachsCOM$482,590,008
Class
COM
Share
0.5%
Cisco Sys Inc.COM$476,514,495
Class
COM
Share
0.5%
Merck & CO Inc.COM$472,869,672
Class
COM
Share
0.5%
Exchange Traded Concepts TruETC 6 MEGA CAP$446,561,591
Class
ETC 6 MEGA CAP
Share
0.4%
Vanguard World FDINF TECH ETF$436,378,354
Class
INF TECH ETF
Share
0.4%
Procter & Gamble COCOM$430,123,448
Class
COM
Share
0.4%
Costco Wholesale CorporationCOM$419,357,412
Class
COM
Share
0.4%
SPDR Series TrustST STR P500ETF$417,694,018
Class
ST STR P500ETF
Share
0.4%
Preformed Line Prods COCOM$416,607,960
Class
COM
Share
0.4%
Schwab Strategic TRUS LRG CAP ETF$410,557,084
Class
US LRG CAP ETF
Share
0.4%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$409,335,372
Class
FTSE EMR MKT ETF
Share
0.4%
iShares TRCORE DIV GRWTH$402,126,422
Class
CORE DIV GRWTH
Share
0.4%
Tesla Inc.COM$400,602,746
Class
COM
Share
0.4%

The share class is shown on a wider screen.

The 50 largest of 3,798 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1462245
File number
028-13510
Options
6 call, 0 put
In the 25 largest
30.8%
Prior quarter
$94,218,797,148 at 31 March 2026
Positions opened
268
Positions closed
266

Common questions

What are Hightower Advisors’ 13F holdings worth?

$104,131,808,035 across 3,798 positions for the quarter ended 30 June 2026.

What is Hightower Advisors’ largest 13F holding?

APPLE INC (COM) was the largest position at $3,318,317,789, or 3.2% of reported 13F value, as of 30 June 2026.

How concentrated is Hightower Advisors’ 13F portfolio?

The ten largest positions accounted for 19.0% of reported value and the twenty-five largest for 30.8%, across 3,798 positions as of 30 June 2026.

Does Form 13F show everything Hightower Advisors manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Hightower Advisors file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Hightower Advisors profile

Sources

  1. Form 13F-HR, accession 0001085146-26-000563, filed 5 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001085146-26-000383, filed 5 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Hightower Advisors, LLC, and Niva Wealth is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.