HighTower Advisors, LLC
Reported US equity positions for Q1 2026 — $94.2B across 3,790 positions.
| Holding | Reported value | Share of portfolio | Shares |
|---|---|---|---|
| AAPL Apple Inc. | $3.0B | 3.2% | 11,772,399 |
| JNJ Johnson & Johnson | $2.6B | 2.7% | 10,484,201 |
| IVV iShares Core S&P 500 ETF | $2.1B | 2.2% | 3,184,798 |
| MSFT Microsoft Corporation | $1.9B | 2.0% | 5,058,749 |
| SPY State Street SPDR S&P 500 ETF Trust | $1.8B | 1.9% | 2,802,707 |
| VOO Vanguard S&P 500 ETF | $1.6B | 1.7% | 2,651,883 |
| BRK.A Berkshire Hathaway Inc. | $1.4B | 1.5% | 2,006 |
| NVDA NVIDIA Corporation | $1.3B | 1.4% | 7,713,149 |
| XOM ExxonMobil Holdings Corporation | $1.2B | 1.3% | 7,188,999 |
| AMZN Amazon.com, Inc. | $1.2B | 1.3% | 5,745,966 |
| BRK.B Berkshire Hathaway Inc. | $1.2B | 1.2% | 2,432,963 |
| GOOGL Alphabet Inc. | $1.1B | 1.1% | 3,759,185 |
| META Meta Platforms, Inc. | $789.9M | 0.8% | 1,380,422 |
| JPM JP Morgan Chase & Co. | $783.2M | 0.8% | 2,662,407 |
| VEA Vanguard FTSE Developed Markets ETF | $748.9M | 0.8% | 11,686,674 |
| VTI Vanguard Morningstar Total Stock Market ETF | $717.9M | 0.8% | 2,237,801 |
| G8068L108 Sharkninja INC | $701.8M | 0.7% | 6,627,185 |
| AVGO Broadcom Inc. | $697.2M | 0.7% | 2,252,481 |
| VUG Vanguard Morningstar Growth ETF | $694.3M | 0.7% | 1,589,188 |
| VTV Vanguard Morningstar Value ETF | $690.8M | 0.7% | 3,521,088 |
| QQQ Invesco QQQ Trust, Series 1 | $689.1M | 0.7% | 1,193,756 |
| CVX Chevron Corporation | $666.6M | 0.7% | 3,221,753 |
| GOOG Alphabet Inc. - Class C Capital Stock | $614.9M | 0.7% | 2,143,650 |
| GLD SPDR Gold Shares | $614.0M | 0.7% | 1,426,918 |
| PEP PepsiCo, Inc. | $574.0M | 0.6% | 3,696,273 |
| IWF iShares Russell 1000 Growth Fund | $544.1M | 0.6% | 1,275,960 |
| SIXH Exchange Traded Concepts Tru | $526.4M | 0.6% | 12,488,185 |
| SCHF Schwab International Equity ETF | $524.5M | 0.6% | 21,192,861 |
| IJH iShares Core S&P Mid-Cap ETF | $522.4M | 0.6% | 7,735,222 |
| IEFA iShares Core MSCI EAFE ETF | $515.4M | 0.5% | 5,692,802 |
| VIG Vanguard Div Appreciation ETF | $505.7M | 0.5% | 2,351,156 |
| IJR iShares Core S&P Small-Cap ETF | $438.1M | 0.5% | 3,524,240 |
| MRK Merck & Company, Inc. Common Stock (new) | $437.3M | 0.5% | 3,635,404 |
| COST Costco Wholesale Corporation | $433.4M | 0.5% | 434,914 |
| MCD McDonald's Corporation | $427.3M | 0.5% | 1,374,665 |
| CAT Caterpillar, Inc. | $419.7M | 0.4% | 592,391 |
| V Visa Inc. | $418.2M | 0.4% | 1,383,690 |
| SIXA Exchange Traded Concepts Tru | $408.7M | 0.4% | 7,849,463 |
| CSCO Cisco Systems, Inc. | $408.0M | 0.4% | 5,258,519 |
| LLY Eli Lilly and Company | $405.5M | 0.4% | 440,797 |
| PG The Procter & Gamble Company | $396.2M | 0.4% | 2,742,694 |
| VWO Vanguard FTSE Emerging Markets ETF | $393.5M | 0.4% | 7,281,199 |
| UMI Uscf Etf Tr | $373.1M | 0.4% | 6,367,995 |
| WMT Walmart Inc. | $366.3M | 0.4% | 2,947,023 |
| DGRO iShares Core Dividend Growth ETF | $361.4M | 0.4% | 5,148,918 |
| ABBV AbbVie Inc. | $360.6M | 0.4% | 1,658,024 |
| SCHX Schwab U.S. Large-Cap ETF | $359.1M | 0.4% | 14,005,999 |
| TSLA Tesla, Inc. | $358.0M | 0.4% | 963,041 |
| RTX RTX Corporation | $342.9M | 0.4% | 1,777,434 |
| SPYM State Street SPDR Portfolio S&P 500 ETF | $334.3M | 0.4% | 4,367,372 |
| IBM International Business Machines Corporation | $325.6M | 0.3% | 1,343,133 |
| BAC Bank of America Corporation | $320.5M | 0.3% | 6,574,113 |
| BAC Bank of America Corporation | $318.1M | 0.3% | 6,336,673 |
| SCHE Schwab Emerging Markets Equity ETF | $312.2M | 0.3% | 9,475,403 |
| VO Vanguard Morningstar Mid-Cap ETF | $312.0M | 0.3% | 1,086,203 |
| HD The Home Depot, Inc. | $311.2M | 0.3% | 946,200 |
| BND Vanguard Total Bond Market ETF | $298.5M | 0.3% | 4,053,484 |
| RSP Invesco S&P 500 Equal Weight ETF | $297.7M | 0.3% | 1,551,101 |
| VGT Vanguard Information Tech ETF | $295.3M | 0.3% | 423,182 |
| IAU iShares Gold Trust Shares | $290.1M | 0.3% | 3,290,890 |
Long US equity positions only, as filed. 13F does not cover short positions, cash, bonds or non-US listings, so this is not the whole portfolio.
What changed last quarter
| Holding | Change | Now | Was | Shares |
|---|---|---|---|---|
| AAPL Apple Inc. | Add | $3.0B | $3.0B | +7% |
| JNJ Johnson & Johnson | Add | $2.6B | $817.2M | +166% |
| IVV iShares Core S&P 500 ETF | Add | $2.1B | $1.8B | +18% |
| MSFT Microsoft Corporation | Add | $1.9B | $2.4B | +1% |
| SPY State Street SPDR S&P 500 ETF Trust | Add | $1.8B | $1.4B | +40% |
| VOO Vanguard S&P 500 ETF | Add | $1.6B | $1.6B | +3% |
| BRK.A Berkshire Hathaway Inc. | Trim | $1.4B | $1.6B | -3% |
| NVDA NVIDIA Corporation | Add | $1.3B | $1.3B | +7% |
| XOM ExxonMobil Holdings Corporation | Trim | $1.2B | $971.5M | -11% |
| AMZN Amazon.com, Inc. | Add | $1.2B | $1.3B | +2% |
| BRK.B Berkshire Hathaway Inc. | Trim | $1.2B | $1.3B | -3% |
| GOOGL Alphabet Inc. | Trim | $1.1B | $1.2B | -3% |
| META Meta Platforms, Inc. | Add | $789.9M | $900.4M | +1% |
| VEA Vanguard FTSE Developed Markets ETF | Add | $748.9M | $692.9M | +5% |
| VTI Vanguard Morningstar Total Stock Market ETF | Add | $717.9M | $732.4M | +2% |
| G8068L108 Sharkninja INC | Add | $701.8M | $708.1M | +5% |
| AVGO Broadcom Inc. | Add | $697.2M | $747.7M | +4% |
| VTV Vanguard Morningstar Value ETF | Add | $690.8M | $661.0M | +2% |
| CVX Chevron Corporation | Add | $666.6M | $455.4M | +8% |
| GLD SPDR Gold Shares | Trim | $614.0M | $581.9M | -3% |
| PEP PepsiCo, Inc. | Add | $574.0M | $491.1M | +8% |
| SCHF Schwab International Equity ETF | Add | $524.5M | $495.7M | +3% |
| IJH iShares Core S&P Mid-Cap ETF | Trim | $522.4M | $520.2M | -2% |
| IEFA iShares Core MSCI EAFE ETF | Add | $515.4M | $488.8M | +4% |
| IJR iShares Core S&P Small-Cap ETF | Add | $438.1M | $402.2M | +5% |
| MRK Merck & Company, Inc. Common Stock (new) | Trim | $437.3M | $401.9M | -5% |
| COST Costco Wholesale Corporation | Add | $433.4M | $361.8M | +4% |
| MCD McDonald's Corporation | Add | $427.3M | $413.6M | +2% |
| CAT Caterpillar, Inc. | Trim | $419.7M | $362.5M | -6% |
| V Visa Inc. | Trim | $418.2M | $493.0M | -2% |
| SIXA Exchange Traded Concepts Tru | Add | $408.7M | $375.9M | +4% |
| CSCO Cisco Systems, Inc. | Trim | $408.0M | $434.6M | -7% |
| LLY Eli Lilly and Company | Trim | $405.5M | $524.1M | -10% |
| PG The Procter & Gamble Company | Add | $396.2M | $355.0M | +11% |
| VWO Vanguard FTSE Emerging Markets ETF | Add | $393.5M | $341.7M | +15% |
| UMI Uscf Etf Tr | Add | $373.1M | $283.6M | +10% |
| DGRO iShares Core Dividend Growth ETF | Add | $361.4M | $347.2M | +3% |
| ABBV AbbVie Inc. | Add | $360.6M | $372.2M | +2% |
| TSLA Tesla, Inc. | Add | $358.0M | $419.1M | +3% |
| RTX RTX Corporation | Trim | $342.9M | $357.6M | -9% |
New and exited positions are only shown for managers whose entire filed portfolio fits inside the positions stored here. For a manager filing more than that, a holding leaving the stored set is indistinguishable from a holding being sold, so those are reported as adds and trims only.
What a 13F is
Any institutional manager exercising discretion over more than $100 million in US-listed equities must file a Form 13F with the SEC within 45 days of each quarter end, listing what they held on the last day of that quarter. The threshold was set in 1975 and has never been raised, so the filer population now runs to several thousand.
The four things it does not tell you
- It is stale. A filing describes positions as of quarter end and can arrive 45 days later. A manager who sold everything in week one of the new quarter files the same document as one who held.
- Long US equities only. No short positions, no cash, no bonds, no commodities, no foreign listings. A fund that looks heavily long in a 13F may be hedged in instruments that never appear.
- Not the whole firm. Assets are reported by the entity with discretion, so one manager can file under several CIKs, and the figure here is what that entity reported.
- Confidential treatment exists. A manager can apply to delay disclosing a position while building it. Those holdings appear later, if at all.
Why the biggest filers are not the interesting ones
The largest managers by reported value are index providers — they hold nearly everything, in proportion to the indices they track, because clients asked them to. Reading their filings for conviction is a category error. The filings worth attention are concentrated ones, where a small number of positions make up most of the portfolio, since that reflects a decision rather than a mandate.
The share-of-portfolio column is the one to read for this. A position that is 15% of a fund says something; the same dollar amount at 0.2% of an index tracker does not.
Where this comes from
The SEC's own quarterly Form 13F structured data sets, parsed here rather than bought from a vendor. Holdings are identified in the filings by CUSIP, and the mapping from CUSIP to ticker is the awkward part — that identifier is licensed rather than public, so the mapping is resolved through OpenFIGI and built up over time. Around 95% of reported value currently sits on a resolved ticker; the rest shows its CUSIP.
The rest of the section is on the Markets overview — including insider transactions, which are the same idea at the individual level, and the correlation finder, where each ticker's page carries its institutional ownership.