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 54.90% of Hilltop Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: FENY (+$13M), AAPL, GOOGL, AMZN, NVDA, MSFT, XLV, IVV, VEA, BRK.B.
- Started 2 new stock positions in FENY, TSLA.
- Reduced shares in these 10 stocks: JEPQ (-$26M), VTEB, GE, IVE, IBM, MGK, MGC, SUSA, XJH, VO.
- Sold out of its positions in GE, VTEB.
- Hilltop Wealth Advisors was a net buyer of stock by $1.7M.
- Hilltop Wealth Advisors has $192M in assets under management (AUM), dropping by 7.78%.
- Central Index Key (CIK): 0001786241
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Portfolio Holdings for Hilltop Wealth Advisors
Hilltop Wealth Advisors holds 51 positions in its portfolio as reported in the September 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) | 20.7 | $40M | 241k | 164.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 12.7 | $24M | +3% | 36k | 669.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.1 | $16M | +3% | 258k | 59.92 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 6.7 | $13M | +9% | 93k | 139.17 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 6.7 | $13M | NEW | 522k | 24.72 |
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| Ishares Tr Esg Optimized (SUSA) | 3.0 | $5.8M | 43k | 135.65 |
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| Microsoft Corporation (MSFT) | 2.6 | $5.0M | +73% | 9.7k | 517.94 |
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| Apple (AAPL) | 2.6 | $5.0M | +187% | 20k | 254.62 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.5 | $4.7M | 159k | 29.64 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.3 | $4.4M | -2% | 21k | 206.51 |
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| NVIDIA Corporation (NVDA) | 2.2 | $4.2M | +168% | 22k | 186.58 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 2.1 | $4.1M | +7% | 41k | 99.95 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.1 | $4.0M | +2% | 33k | 120.72 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $3.9M | 13k | 293.74 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $3.8M | 70k | 54.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $3.7M | +611% | 15k | 243.10 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.8 | $3.5M | -2% | 8.6k | 402.41 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.7 | $3.3M | 36k | 92.98 |
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| Amazon (AMZN) | 1.6 | $3.1M | +548% | 14k | 219.58 |
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| Vanguard World Mega Cap Index (MGC) | 1.5 | $3.0M | -2% | 12k | 244.08 |
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| International Business Machines (IBM) | 1.5 | $2.9M | -3% | 10k | 282.15 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.4 | $2.7M | 34k | 80.17 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.4 | $2.7M | +7% | 28k | 96.55 |
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| Vanguard World Mega Cap Val Etf (MGV) | 1.1 | $2.1M | 15k | 137.74 |
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| Ishares Tr Esg Select Scre (XJH) | 1.0 | $1.9M | 44k | 43.85 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.1M | -95% | 20k | 57.52 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.0M | 2.2k | 479.56 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $890k | 28k | 31.91 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.5 | $869k | 20k | 43.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $796k | 12k | 65.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $747k | +93% | 1.5k | 502.74 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $696k | 15k | 46.81 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $638k | 37k | 17.16 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $613k | 7.0k | 87.31 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $453k | +15% | 1.4k | 332.84 |
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| Meta Platforms Cl A (META) | 0.2 | $412k | +6% | 561.00 | 734.21 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $412k | 3.3k | 125.95 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $375k | 3.5k | 106.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $360k | 540.00 | 666.18 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $354k | 1.1k | 315.54 |
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| Visa Com Cl A (V) | 0.2 | $335k | 981.00 | 341.38 |
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| Johnson & Johnson (JNJ) | 0.2 | $322k | +16% | 1.7k | 185.42 |
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| Abbvie (ABBV) | 0.2 | $302k | 1.3k | 231.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $288k | 471.00 | 611.77 |
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| Tesla Motors (TSLA) | 0.1 | $271k | NEW | 608.00 | 444.92 |
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| Broadcom (AVGO) | 0.1 | $270k | +9% | 818.00 | 329.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $270k | 449.00 | 600.65 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $268k | 870.00 | 307.85 |
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| Abbott Laboratories (ABT) | 0.1 | $264k | 2.0k | 133.96 |
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| Ventas (VTR) | 0.1 | $230k | 3.3k | 69.99 |
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| Walt Disney Company (DIS) | 0.1 | $203k | 1.8k | 114.50 |
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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 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
- Hilltop Wealth Advisors 2021 Q4 filed Jan. 19, 2022