HighTower Advisors, LLC holds a diversified book of 3790 stocks worth $94.2B as of Q1 2026 (disclosed May 5, 2026, a ~35-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Berkshire Hathaway Inc-CL A. Their largest long position is Apple Inc at 3% of the equity book. They also disclosed $2.5M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2013 would be +256% (+10.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +289.1%, a 33.6-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning HighTower Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
54% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as HighTower Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $724.1B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $114.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $24.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $639.9B |
| UBS Group AG | 79 / 80 | $194.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 78 / 80 | $229.3B |
| ROYAL BANK OF CANADA | 78 / 80 | $197.8B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $130.2B |
Ranked by how many of HighTower Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $3.0B | 11.77M | 3.2% | ▲+6.9% Added · +765K sh | |
| 2 | Johnson & Johnson COM | $2.6B | 10.48M | 2.7% | ▲+166% Added · +6.5M sh | |
| 3 | Ishares TR CORE S&P500 ETF | $2.1B | 3.18M | 2.2% | ▲+18% Added · +496K sh | |
| 4 | Microsoft Corp COM | $1.9B | 5.06M | 2.0% | ▲+1.1% Added · +54K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $1.8B | 2.80M | 1.9% | ▲+40% Added · +795K sh | |
| 6 | Vanguard Index FDS S&P 500 ETF SHS | $1.6B | 2.65M | 1.7% | ▲+2.9% Added · +75K sh | |
| 7 | Berkshire Hathaway Inc Del CL A | $1.4B | 2.0K | 1.5% | ▼−3.5% Reduced · −72 sh | |
| 8 | Nvidia Corporation COM | $1.3B | 7.71M | 1.4% | ▲+7.0% Added · +503K sh | |
| 9 | Exxon Mobil Corp COM | $1.2B | 7.19M | 1.3% | ▼−11% Reduced · −884K sh | |
| 10 | Amazon Com Inc COM | $1.2B | 5.75M | 1.3% | ▲+2.3% Added · +127K sh | |
| 11 | Berkshire Hathaway Inc Del CL B NEW | $1.2B | 2.43M | 1.2% | ▼−2.8% Reduced · −70K sh | |
| 12 | Alphabet Inc CAP STK CL A | $1.1B | 3.76M | 1.1% | ▼−3.2% Reduced · −126K sh | |
| 13 | Meta Platforms Inc CL A | $789.9M | 1.38M | 0.8% | ▲+1.2% Added · +16K sh | |
| 14 | JPMorgan Chase & Co COM | $783.2M | 2.66M | 0.8% | ▼−0.4% Reduced · −10K sh | |
| 15 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $748.9M | 11.69M | 0.8% | ▲+5.4% Added · +595K sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $717.9M | 2.24M | 0.8% | ▲+2.4% Added · +53K sh | |
| 17 | Sharkninja Inc COM SHS | $701.8M | 6.63M | 0.7% | ▲+4.7% Added · +299K sh | |
| 18 | Broadcom Inc COM | $697.2M | 2.25M | 0.7% | ▲+4.3% Added · +92K sh | |
| 19 | Vanguard Index FDS GROWTH ETF | $694.3M | 1.59M | 0.7% | ▲+0.8% Added · +12K sh | |
| 20 | Vanguard Index FDS VALUE ETF | $690.8M | 3.52M | 0.7% | ▲+1.7% Added · +60K sh | |
| 21 | Invesco QQQ TR UNIT SER 1 | $689.1M | 1.19M | 0.7% | ▼−0.8% Reduced · −10K sh | |
| 22 | Chevron Corporation COM | $666.6M | 3.22M | 0.7% | ▲+7.8% Added · +234K sh | |
| 23 | Alphabet Inc CAP STK CL C | $614.9M | 2.14M | 0.7% | ▲+0.8% Added · +17K sh | |
| 24 | SPDR Gold TR GOLD SHS | $614.0M | 1.43M | 0.7% | ▼−2.8% Reduced · −41K sh | |
| 25 | Pepsico Inc COM | $574.0M | 3.70M | 0.6% | ▲+8.0% Added · +274K sh | |
| 26 | Ishares TR RUS 1000 GRW ETF | $544.1M | 1.28M | 0.6% | ▼−0.5% Reduced · −7K sh | |
| 27 | Exchange Traded Concepts Tru ETC 6 HEDGED EQU | $526.4M | 12.49M | 0.6% | ▲+0.9% Added · +110K sh | |
| 28 | Schwab Strategic TR INTL EQTY ETF | $524.5M | 21.19M | 0.6% | ▲+2.8% Added · +571K sh | |
| 29 | Ishares TR CORE S&P MCP ETF | $522.4M | 7.74M | 0.6% | ▼−1.9% Reduced · −146K sh | |
| 30 | Ishares TR CORE MSCI EAFE | $515.4M | 5.69M | 0.5% | ▲+4.2% Added · +229K sh | |
| 31 | Vanguard Specialized Funds DIV APP ETF | $505.7M | 2.35M | 0.5% | ▼−0.3% Reduced · −7K sh | |
| 32 | Ishares TR CORE S&P SCP ETF | $438.1M | 3.52M | 0.5% | ▲+5.3% Added · +178K sh | |
| 33 | Merck & Co Inc COM | $437.3M | 3.64M | 0.5% | ▼−4.8% Reduced · −183K sh | |
| 34 | Costco Wholesale Corporation COM | $433.4M | 434.9K | 0.5% | ▲+3.7% Added · +15K sh | |
| 35 | McDonalds Corp COM | $427.3M | 1.37M | 0.5% | ▲+1.6% Added · +22K sh | |
| 36 | Caterpillar Inc COM | $419.7M | 592.4K | 0.4% | ▼−6.4% Reduced · −40K sh | |
| 37 | Visa Inc COM CL A | $418.2M | 1.38M | 0.4% | ▼−1.6% Reduced · −22K sh | |
| 38 | Exchange Traded Concepts Tru ETC 6 MEGA CAP | $408.7M | 7.85M | 0.4% | ▲+4.3% Added · +321K sh | |
| 39 | Cisco Sys Inc COM | $408.0M | 5.26M | 0.4% | ▼−6.8% Reduced · −384K sh | |
| 40 | Eli Lilly & Co COM | $405.5M | 440.8K | 0.4% | ▼−9.6% Reduced · −47K sh | |
| 41 | Procter & Gamble Co COM | $396.2M | 2.74M | 0.4% | ▲+11% Added · +265K sh | |
| 42 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $393.5M | 7.28M | 0.4% | ▲+15% Added · +925K sh | |
| 43 | Uscf ETF TR MIDSTREAM ENERGY | $373.1M | 6.37M | 0.4% | ▲+10% Added · +590K sh | |
| 44 | Walmart Inc COM | $366.3M | 2.95M | 0.4% | ▲+0.6% Added · +18K sh | |
| 45 | Ishares TR CORE DIV GRWTH | $361.4M | 5.15M | 0.4% | ▲+2.9% Added · +147K sh | |
| 46 | Abbvie Inc COM | $360.6M | 1.66M | 0.4% | ▲+1.8% Added · +29K sh | |
| 47 | Schwab Strategic TR US LRG CAP ETF | $359.1M | 14.01M | 0.4% | ▼−0.9% Reduced · −135K sh | |
| 48 | Tesla Inc COM | $358.0M | 963.0K | 0.4% | ▲+3.3% Added · +31K sh | |
| 49 | RTX Corporation COM | $342.9M | 1.78M | 0.4% | ▼−8.8% Reduced · −172K sh | |
| 50 | SPDR Series Trust STATE STREET SPD | $334.3M | 4.37M | 0.4% | ▲+2.2% Added · +93K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1462245/holdings"
Use Arkolith to show HighTower Advisors, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | GLOBAL X NASD 100 COV CALLQYLD | $2.1M | 12.3M |
| CALL · bullish | GLOBAL X S&P 500 COVE CALL EXYLD | $247K | 632K |
| CALL · bullish | GLOBAL X RUSSELL 2000 COV CLRYLD | $57K | 382K |
| CALL · bullish | GLOBAL X DOW 30 COV CALL ETFDJIA | $25K | 120K |
| CALL · bullish | UBS AG ETRACS SL SH CO C ETNSLVO | $11K | 12K |
| CALL · bullish | AMPL SJ JU SIV MIN CO ETF-USSLJY | $3K | 10K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 3,796 | $94.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 3,644 | $91.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 3,830 | $88.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 3,752 | $79.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 3,723 | $73.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 3,803 | $73.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 3,730 | $70.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 3,667 | $64.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 6, 2024 | 3,605 | $61.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 3,685 | $59.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 3,601 | $53.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 3,457 | $50.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 3,397 | $45.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 3,385 | $43.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 3,241 | $37.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 3,254 | $38.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 3,450 | $44.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 3,385 | $45.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 3,270 | $37.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 6, 2021 | 3,205 | $34.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 10, 2021 | 3,090 | $31.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 2,626 | $24.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 2,574 | $20.7B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 10, 2020 | 2,457 | $18.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.