Filed: 8/5/2026ACC: 0001085146-26-000563
📋 What this filing means
HIGHTOWER ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 3797 equity positions with a total reported market value of $103.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3797
Positions
$103.19B
Total AUM (reported)
1.12B
Total Shares
Allocation by class
COM$38.87B37.7%
CL A$3.60B3.5%
CORE S&P500 ETF$2.45B2.4%
TR UNIT$2.02B2.0%
S&P 500 ETF SHS$1.89B1.8%
COM NEW$1.60B1.5%
CAP STK CL A$1.30B1.3%
Portfolio Concentration
Top 3$8.28B8.0%
4–10$11.46B11.1%
11–25$11.98B11.6%
Rest$71.47B69.3%
Top 3 weight
8.0%
Top 10 weight
19.1%
Voting Authority Distribution
Total shares with voting rights: 1.12B
Sole
Full voting authority
1.12B
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)
Sole3797
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3797
Rows:
APPLE INC
SOLEShares11.47M
TypeSH
Market value$3.32B
3.22%
Sole
11.47M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares9.89M
TypeSH
Market value$2.51B
2.43%
Sole
9.89M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.27M
TypeSH
Market value$2.45B
2.37%
Sole
3.27M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares2.71M
TypeSH
Market value$2.02B
1.96%
Sole
2.71M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.76M
TypeSH
Market value$1.89B
1.84%
Sole
2.76M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.01M
TypeSH
Market value$1.87B
1.81%
Sole
5.01M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.41M
TypeSH
Market value$1.48B
1.44%
Sole
7.41M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.95K
TypeSH
Market value$1.46B
1.41%
Sole
1.95K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.01M
TypeSH
Market value$1.43B
1.39%
Sole
6.01M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.64M
TypeSH
Market value$1.30B
1.26%
Sole
3.64M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.46M
TypeSH
Market value$1.23B
1.19%
Sole
2.46M
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares6.34M
TypeSH
Market value$964.77M
0.93%
Sole
6.34M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares1.23M
TypeSH
Market value$906.27M
0.88%
Sole
1.23M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares2.63M
TypeSH
Market value$859.70M
0.83%
Sole
2.63M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares2.23M
TypeSH
Market value$842.83M
0.82%
Sole
2.23M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.25M
TypeSH
Market value$832.80M
0.81%
Sole
2.25M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.63M
TypeSH
Market value$829.29M
0.80%
Sole
9.63M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares11.63M
TypeSH
Market value$828.78M
0.80%
Sole
11.63M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.66M
TypeSH
Market value$798.18M
0.77%
Sole
3.66M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.10M
TypeSH
Market value$743.71M
0.72%
Sole
2.10M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.29M
TypeSH
Market value$729.16M
0.71%
Sole
1.29M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.98M
TypeSH
Market value$617.90M
0.60%
Sole
4.98M
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares564.93K
TypeSH
Market value$601.59M
0.58%
Sole
564.93K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares21.61M
TypeSH
Market value$598.71M
0.58%
Sole
21.61M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.14M
TypeSH
Market value$593.42M
0.58%
Sole
6.14M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 11.47M | SH | $3.32B 3.22% | 11.47M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.89M | SH | $2.51B 2.43% | 9.89M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.27M | SH | $2.45B 2.37% | 3.27M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.71M | SH | $2.02B 1.96% | 2.71M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.76M | SH | $1.89B 1.84% | 2.76M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.01M | SH | $1.87B 1.81% | 5.01M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.41M | SH | $1.48B 1.44% | 7.41M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.95K | SH | $1.46B 1.41% | 1.95K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.01M | SH | $1.43B 1.39% | 6.01M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.64M | SH | $1.30B 1.26% | 3.64M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.46M | SH | $1.23B 1.19% | 2.46M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 6.34M | SH | $964.77M 0.93% | 6.34M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.23M | SH | $906.27M 0.88% | 1.23M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.63M | SH | $859.70M 0.83% | 2.63M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.23M | SH | $842.83M 0.82% | 2.23M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.25M | SH | $832.80M 0.81% | 2.25M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.63M | SH | $829.29M 0.80% | 9.63M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 11.63M | SH | $828.78M 0.80% | 11.63M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 3.66M | SH | $798.18M 0.77% | 3.66M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.10M | SH | $743.71M 0.72% | 2.10M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.29M | SH | $729.16M 0.71% | 1.29M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 4.98M | SH | $617.90M 0.60% | 4.98M | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 564.93K | SH | $601.59M 0.58% | 564.93K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 21.61M | SH | $598.71M 0.58% | 21.61M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 6.14M | SH | $593.42M 0.58% | 6.14M | 0.00 | 0.00 |
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