Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Sept. 30, 2025

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