Hilltop Wealth Advisors

Hilltop Wealth Advisors as of June 30, 2025

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 51 positions in its portfolio as reported in the June 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) 20.4 $36M 241k 150.40
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 14.2 $25M 466k 54.40
Ishares Tr Core S&p500 Etf (IVV) 12.2 $22M 35k 620.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.0 $14M 249k 57.01
Select Sector Spdr Tr Sbi Healthcare (XLV) 6.4 $12M 85k 134.79
Ishares Tr Msci Usa Esg Slc (SUSA) 3.1 $5.5M 43k 126.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.5 $4.4M 157k 28.05
Ishares Tr S&p 500 Val Etf (IVE) 2.4 $4.3M 22k 195.42
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $3.8M 13k 279.83
Ishares Tr Core S&p Us Vlu (IUSV) 2.0 $3.6M 38k 94.63
Ishares Tr S&p 500 Grwt Etf (IVW) 2.0 $3.6M 32k 110.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $3.4M 69k 49.46
Vanguard World Mega Grwth Ind (MGK) 1.8 $3.2M 8.8k 366.16
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.8 $3.2M 35k 89.22
International Business Machines (IBM) 1.8 $3.1M 11k 294.77
Vanguard World Mega Cap Index (MGC) 1.6 $2.8M 12k 224.91
Microsoft Corporation (MSFT) 1.6 $2.8M 5.6k 497.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $2.7M 55k 49.03
Ishares Tr Core Msci Intl (IDEV) 1.4 $2.6M 34k 76.04
Ishares Tr Rus Mid Cap Etf (IWR) 1.3 $2.4M 26k 91.97
Vanguard World Mega Cap Val Etf (MGV) 1.1 $2.0M 15k 131.20
Ishares Tr Esg Select Scre (XJH) 1.0 $1.8M 44k 41.50
Apple (AAPL) 0.8 $1.4M 6.8k 205.18
NVIDIA Corporation (NVDA) 0.7 $1.3M 8.3k 157.99
Vanguard Index Fds Growth Etf (VUG) 0.5 $954k 2.2k 438.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $815k 28k 29.21
Ishares Esg Awr Msci Em (ESGE) 0.4 $794k 20k 39.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $756k 12k 62.02
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $674k 37k 18.13
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $636k 15k 42.74
Ishares Tr Core Msci Eafe (IEFA) 0.3 $586k 7.0k 83.48
Amazon (AMZN) 0.3 $481k 2.2k 219.44
Meta Platforms Cl A (META) 0.2 $390k 529.00 737.91
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $380k 3.3k 116.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $374k 769.00 485.77
Alphabet Cap Stk Cl A (GOOGL) 0.2 $373k 2.1k 176.23
Ishares Tr National Mun Etf (MUB) 0.2 $368k 3.5k 104.49
Ishares Tr S&p 100 Etf (OEF) 0.2 $358k 1.2k 304.35
Visa Com Cl A (V) 0.2 $353k 995.00 355.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $338k 547.00 617.85
JPMorgan Chase & Co. (JPM) 0.2 $323k 1.1k 290.01
Abbott Laboratories (ABT) 0.2 $269k 2.0k 136.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $267k 471.00 567.46
Vanguard Index Fds Large Cap Etf (VV) 0.1 $248k 870.00 285.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $248k 449.00 551.64
Abbvie (ABBV) 0.1 $237k 1.3k 185.66
Johnson & Johnson (JNJ) 0.1 $228k 1.5k 152.75
Walt Disney Company (DIS) 0.1 $220k 1.8k 124.01
Ge Aerospace Com New (GE) 0.1 $212k 823.00 257.39
Broadcom (AVGO) 0.1 $206k 748.00 275.65
Ventas (VTR) 0.1 $205k 3.3k 63.15