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HighTower Advisors, LLC: 13F portfolio Q2 2026 and what copying it returned
HighTower Advisors, LLC's 13F for the quarter ended 2026-06-30 (filed Aug 26, 2026): 400 common-share positions, $104.1B reported. Copying each 13F the day after it was filed returned +24.5% from May 15, 2025 to Nov 6, 2026, against +25.1% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (90.9% of the portfolio on average); 6 filings since May 13, 2025. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| AAPL | Apple | 3.2% | $3.3B | -2.6% |
| JNJ | Johnson & Johnson | 2.4% | $2.5B | -5.6% |
| IVV | iShares Core S&P 500 ETF | 2.4% | $2.5B | +2.7% |
| SPY | SPDR S&P 500 ETF Trust | 1.9% | $2.0B | -3.3% |
| VOO | Vanguard S&P 500 ETF | 1.8% | $1.9B | +4.0% |
| MSFT | Microsoft | 1.8% | $1.9B | unchanged |
| NVDA | NVIDIA | 1.4% | $1.5B | -4.0% |
| BRK-A | Berkshire Hathaway | 1.4% | $1.5B | -3.0% |
| AMZN | Amazon.com | 1.4% | $1.4B | +4.7% |
| GOOGL | Alphabet | 1.2% | $1.3B | -3.1% |
| BRK-B | Berkshire Hathaway | 1.2% | $1.2B | +1.0% |
| QQQ | Invesco QQQ Trust Series 1 | 0.9% | $906M | +3.1% |
| JPM | JPMorgan Chase | 0.8% | $860M | -1.4% |
| AVGO | Broadcom | 0.8% | $843M | -0.9% |
| VTI | VG Morningstar TS MKT Etf-Us | 0.8% | $833M | +0.6% |
| VUG | Vanguard Mrngstar GR Etf-Sui | 0.8% | $829M | +505.8% |
| VEA | Vanguard FTSE Developed ETF | 0.8% | $829M | -0.5% |
| VTV | Vanguard Mrngstr VAL Etf-Aui | 0.8% | $798M | +4.0% |
| GOOG | Alphabet | 0.7% | $744M | -1.8% |
| META | Meta Platforms | 0.7% | $729M | -6.2% |
| IWF | iShares Russell 1000 Growth | 0.6% | $618M | +290.0% |
| CAT | Caterpillar | 0.6% | $602M | -4.6% |
Biggest adds
- XLE new
- SPMD new
- SGOV new
- SPGM new
- SPCX new
- USMV new
- XLC new
- SPTI new
- HON new
- HONA new
- XLU new
Biggest cuts
- SPYM exit
- XLK exit
- SPYG exit
- SPDW exit
- SPYV exit
- SPEM exit
- VFLO exit
- XLF exit
- SPIB exit
Track record
Of 16 position changes scored in 16 separate decisions, 43.8% were on the right side of SPY over the next three months (Disclosures → Smart money).
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 1462245. Not investment advice.