Filed: 5/5/2026ACC: 0001085146-26-000383
📋 What this filing means
HIGHTOWER ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 3796 equity positions with a total reported market value of $94.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3796
Positions
$94.22B
Total AUM (reported)
1.10B
Total Shares
Allocation by class
COM$37.20B39.5%
CL A$3.52B3.7%
CORE S&P500 ETF$2.08B2.2%
STATE STREET SPD$2.00B2.1%
TR UNIT$1.82B1.9%
S&P 500 ETF SHS$1.58B1.7%
CL B NEW$1.17B1.2%
Portfolio Concentration
Top 3$7.63B8.1%
4–10$10.48B11.1%
11–25$11.23B11.9%
Rest$64.88B68.9%
Top 3 weight
8.1%
Top 10 weight
19.2%
Voting Authority Distribution
Total shares with voting rights: 1.09B
Sole
Full voting authority
1.09B
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3796
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3796
Rows:
APPLE INC
SOLEShares11.77M
TypeSH
Market value$2.99B
3.17%
Sole
11.77M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares10.48M
TypeSH
Market value$2.56B
2.72%
Sole
10.48M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.18M
TypeSH
Market value$2.08B
2.21%
Sole
3.18M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.06M
TypeSH
Market value$1.87B
1.99%
Sole
5.06M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares2.80M
TypeSH
Market value$1.82B
1.93%
Sole
2.80M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.65M
TypeSH
Market value$1.58B
1.68%
Sole
2.65M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.01K
TypeSH
Market value$1.44B
1.53%
Sole
2.01K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.71M
TypeSH
Market value$1.35B
1.43%
Sole
7.71M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares7.19M
TypeSH
Market value$1.22B
1.29%
Sole
7.19M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.75M
TypeSH
Market value$1.20B
1.27%
Sole
5.75M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.43M
TypeSH
Market value$1.17B
1.24%
Sole
2.43M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.76M
TypeSH
Market value$1.08B
1.15%
Sole
3.76M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.38M
TypeSH
Market value$789.90M
0.84%
Sole
1.38M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares2.66M
TypeSH
Market value$783.21M
0.83%
Sole
2.66M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares11.69M
TypeSH
Market value$748.89M
0.79%
Sole
11.69M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.24M
TypeSH
Market value$717.92M
0.76%
Sole
2.24M
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares6.63M
TypeSH
Market value$701.82M
0.74%
Sole
6.63M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares2.25M
TypeSH
Market value$697.18M
0.74%
Sole
2.25M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.59M
TypeSH
Market value$694.28M
0.74%
Sole
1.59M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.52M
TypeSH
Market value$690.85M
0.73%
Sole
3.52M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares1.19M
TypeSH
Market value$689.09M
0.73%
Sole
1.19M
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares3.22M
TypeSH
Market value$666.60M
0.71%
Sole
3.22M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.14M
TypeSH
Market value$614.95M
0.65%
Sole
2.14M
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares1.43M
TypeSH
Market value$613.99M
0.65%
Sole
1.43M
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares3.70M
TypeSH
Market value$574.00M
0.61%
Sole
3.70M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 11.77M | SH | $2.99B 3.17% | 11.77M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 10.48M | SH | $2.56B 2.72% | 10.48M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.18M | SH | $2.08B 2.21% | 3.18M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.06M | SH | $1.87B 1.99% | 5.06M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.80M | SH | $1.82B 1.93% | 2.80M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.65M | SH | $1.58B 1.68% | 2.65M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.01K | SH | $1.44B 1.53% | 2.01K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.71M | SH | $1.35B 1.43% | 7.71M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 7.19M | SH | $1.22B 1.29% | 7.19M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.75M | SH | $1.20B 1.27% | 5.75M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.43M | SH | $1.17B 1.24% | 2.43M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.76M | SH | $1.08B 1.15% | 3.76M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.38M | SH | $789.90M 0.84% | 1.38M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.66M | SH | $783.21M 0.83% | 2.66M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 11.69M | SH | $748.89M 0.79% | 11.69M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.24M | SH | $717.92M 0.76% | 2.24M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 6.63M | SH | $701.82M 0.74% | 6.63M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.25M | SH | $697.18M 0.74% | 2.25M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.59M | SH | $694.28M 0.74% | 1.59M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 3.52M | SH | $690.85M 0.73% | 3.52M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.19M | SH | $689.09M 0.73% | 1.19M | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 3.22M | SH | $666.60M 0.71% | 3.22M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.14M | SH | $614.95M 0.65% | 2.14M | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 1.43M | SH | $613.99M 0.65% | 1.43M | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 3.70M | SH | $574.00M 0.61% | 3.70M | 0.00 | 0.00 |
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