Hilltop Wealth Advisors
Latest statistics and disclosures from Hilltop Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IUSG, IVV, VEA, XLV, FENY, and represent 54.98% of Hilltop Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLV, VEA, FENY, IUSV, GOOGL, WELL, IWR, RY, MRK, TSLA.
- Started 3 new stock positions in MRK, RY, WELL.
- Reduced shares in these 10 stocks: IUSG, BRK.B, IVW, JEPQ, SUSA, MGK, IVE, ESGE, ABBV, JNJ.
- Hilltop Wealth Advisors was a net buyer of stock by $1.4M.
- Hilltop Wealth Advisors has $199M in assets under management (AUM), dropping by 3.79%.
- Central Index Key (CIK): 0001786241
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Portfolio Holdings for Hilltop Wealth Advisors
Hilltop Wealth Advisors holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Us Gwt (IUSG) | 20.1 | $40M | 239k | 167.94 |
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| Ishares Tr Core S&p500 Etf (IVV) | 12.5 | $25M | 37k | 684.94 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.3 | $17M | +2% | 264k | 62.47 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 7.4 | $15M | +2% | 95k | 154.80 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 6.6 | $13M | +2% | 534k | 24.77 |
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| Ishares Tr Esg Optimized (SUSA) | 2.9 | $5.8M | -2% | 42k | 139.34 |
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| Apple (AAPL) | 2.7 | $5.5M | +2% | 20k | 271.87 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $4.9M | +4% | 16k | 313.00 |
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| Microsoft Corporation (MSFT) | 2.4 | $4.8M | +2% | 10k | 483.60 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.4 | $4.8M | 159k | 30.07 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.2 | $4.4M | -2% | 21k | 212.07 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 2.2 | $4.4M | +5% | 43k | 102.54 |
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| NVIDIA Corporation (NVDA) | 2.2 | $4.3M | +3% | 23k | 186.50 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $3.9M | -4% | 31k | 123.26 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.9 | $3.9M | 13k | 290.22 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $3.8M | 70k | 53.76 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.7 | $3.5M | -2% | 8.4k | 412.76 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.7 | $3.4M | 36k | 95.09 |
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| Amazon (AMZN) | 1.7 | $3.4M | +2% | 15k | 230.83 |
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| International Business Machines (IBM) | 1.5 | $3.0M | 10k | 296.20 |
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| Vanguard World Mega Cap Index (MGC) | 1.5 | $3.0M | 12k | 251.16 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.4 | $2.9M | +7% | 30k | 96.27 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.4 | $2.8M | 33k | 82.48 |
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| Vanguard World Mega Cap Val Etf (MGV) | 1.1 | $2.1M | 15k | 141.16 |
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| Ishares Tr Esg Select Scre (XJH) | 1.0 | $2.0M | 44k | 44.65 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.0M | 2.1k | 487.81 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $964k | -16% | 17k | 58.12 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $892k | 27k | 32.62 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.4 | $821k | -7% | 19k | 44.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $805k | 12k | 66.00 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $687k | 15k | 46.81 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $613k | 37k | 16.49 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $612k | -2% | 6.8k | 89.46 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $467k | 1.4k | 342.97 |
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| Tesla Motors (TSLA) | 0.2 | $467k | +70% | 1.0k | 449.84 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $421k | 3.3k | 128.83 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $409k | +13% | 1.3k | 322.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $405k | -45% | 805.00 | 502.73 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $377k | 3.5k | 107.12 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $368k | 540.00 | 681.92 |
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| Meta Platforms Cl A (META) | 0.2 | $365k | 553.00 | 660.32 |
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| Visa Com Cl A (V) | 0.2 | $338k | 964.00 | 350.82 |
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| Johnson & Johnson (JNJ) | 0.2 | $320k | -10% | 1.5k | 206.98 |
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| Broadcom (AVGO) | 0.2 | $319k | +12% | 921.00 | 346.26 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $299k | 477.00 | 626.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $276k | 449.00 | 614.60 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $267k | -2% | 849.00 | 314.79 |
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| Abbvie (ABBV) | 0.1 | $258k | -13% | 1.1k | 228.55 |
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| Ventas (VTR) | 0.1 | $257k | 3.3k | 77.38 |
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| Walt Disney Company (DIS) | 0.1 | $227k | +12% | 2.0k | 113.76 |
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| Abbott Laboratories (ABT) | 0.1 | $215k | -13% | 1.7k | 125.31 |
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| Welltower Inc Com reit (WELL) | 0.1 | $207k | NEW | 1.1k | 185.61 |
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| Rbc Cad (RY) | 0.1 | $203k | NEW | 1.2k | 170.49 |
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| Merck & Co (MRK) | 0.1 | $201k | NEW | 1.9k | 105.27 |
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Past Filings by Hilltop Wealth Advisors
SEC 13F filings are viewable for Hilltop Wealth Advisors going back to 2019
- Hilltop Wealth Advisors 2025 Q4 filed Jan. 14, 2026
- Hilltop Wealth Advisors 2025 Q3 filed Oct. 16, 2025
- Hilltop Wealth Advisors 2025 Q2 filed July 11, 2025
- Hilltop Wealth Advisors 2025 Q1 filed April 16, 2025
- Hilltop Wealth Advisors 2024 Q4 filed Jan. 8, 2025
- Hilltop Wealth Advisors 2024 Q3 filed Oct. 9, 2024
- Hilltop Wealth Advisors 2024 Q2 filed July 3, 2024
- Hilltop Wealth Advisors 2024 Q1 filed April 5, 2024
- Hilltop Wealth Advisors 2023 Q4 filed Jan. 17, 2024
- Hilltop Wealth Advisors 2023 Q3 filed Oct. 16, 2023
- Hilltop Wealth Advisors 2023 Q2 filed July 19, 2023
- Hilltop Wealth Advisors 2023 Q1 filed April 19, 2023
- Hilltop Wealth Advisors 2022 Q4 filed Feb. 2, 2023
- Hilltop Wealth Advisors 2022 Q3 filed Nov. 10, 2022
- Hilltop Wealth Advisors 2022 Q2 filed July 15, 2022
- Hilltop Wealth Advisors 2022 Q1 filed April 19, 2022