DOSSIER · 13F-HR · Q2 2026

HighTower Advisors, LLC

$103.2B in tracked AUM across 3,797 positions as of Q2 2026.

HA
CIK 0001462245 · last filed Jun 30, 2026
Total AUM
$103.2B
as of Q2 2026
Holdings
3,797
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

HighTower Advisors held $94.2B across 3,796 positions, an RIA-platform book blending direct megacaps (Apple 3.2%, Microsoft 2.0%, NVIDIA 1.4%) with core ETFs (IVV, SPY, VOO) and a Berkshire Hathaway A-share stake. The standout Q1 move was a roughly $1.7B addition to Johnson & Johnson, alongside increases in SPY (+$454M), IVV (+$238M), Chevron (+$211M) and ExxonMobil (+$248M). The firm trimmed Microsoft (-$548M), Alphabet, Berkshire and Eli Lilly. New positions in QQQ, emerging-markets VWO, Umicore, Walmart and RTX; exits in IBM and Bank of America. Assets rose from $91.4B to $94.2B.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$3.3B11.5M3.2%
02
JNJ
JOHNSON & JOHNSON
$2.5B9.9M2.4%
03
IVV
ISHARES TR
$2.5B3.3M2.4%
04
SPY
STATE STR SPDR S&P 500 ETF T
$2.0B2.7M2.0%
05
VOO
VANGUARD INDEX FDS
$1.9B2.8M1.8%
06
MSFT
MICROSOFT CORP
$1.9B5.0M1.8%
07
NVDA
NVIDIA CORPORATION
$1.5B7.4M1.4%
08
BRK/A
BERKSHIRE HATHAWAY INC DEL
$1.5B2K1.4%
09
AMZN
AMAZON COM INC
$1.4B6.0M1.4%
10
GOOGL
ALPHABET INC
$1.3B3.6M1.3%

Filing history

2026Q2Jun 30
$103.2B 9.5%
3,797 positionsView →
2026Q1Mar 31
$94.2B 3.0%
3,796 positionsView →
2025Q4Dec 31
$91.4B 3.8%
3,644 positionsView →
2025Q3Sep 30
$88.1B 10.3%
3,830 positionsView →
2025Q2Jun 30
$79.8B 8.3%
3,752 positionsLocked
2025Q1Mar 31
$73.7B 0.8%
3,723 positionsLocked
2024Q4Dec 31
$73.1B 4.5%
3,803 positionsLocked
2024Q3Sep 30
$70.0B 8.2%
3,730 positionsLocked
2024Q2Jun 30
$64.7B 4.8%
3,667 positionsLocked
2024Q1Mar 31
$61.7B 3.6%
3,605 positionsLocked
2023Q4Dec 31
$59.6B 11.9%
3,685 positionsLocked
2023Q3Sep 30
$53.2B 4.8%
3,601 positionsLocked
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