Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Dec. 31, 2025

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
Ishares Tr Core S&p500 Etf (IVV) 12.5 $25M 37k 684.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $17M 264k 62.47
Select Sector Spdr Tr State Street Hea (XLV) 7.4 $15M 95k 154.80
Fidelity Covington Trust Msci Energy Idx (FENY) 6.6 $13M 534k 24.77
Ishares Tr Esg Optimized (SUSA) 2.9 $5.8M 42k 139.34
Apple (AAPL) 2.7 $5.5M 20k 271.87
Alphabet Cap Stk Cl A (GOOGL) 2.5 $4.9M 16k 313.00
Microsoft Corporation (MSFT) 2.4 $4.8M 10k 483.60
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.4 $4.8M 159k 30.07
Ishares Tr S&p 500 Val Etf (IVE) 2.2 $4.4M 21k 212.07
Ishares Tr Core S&p Us Vlu (IUSV) 2.2 $4.4M 43k 102.54
NVIDIA Corporation (NVDA) 2.2 $4.3M 23k 186.50
Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $3.9M 31k 123.26
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $3.9M 13k 290.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $3.8M 70k 53.76
Vanguard World Mega Grwth Ind (MGK) 1.7 $3.5M 8.4k 412.76
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.7 $3.4M 36k 95.09
Amazon (AMZN) 1.7 $3.4M 15k 230.83
International Business Machines (IBM) 1.5 $3.0M 10k 296.20
Vanguard World Mega Cap Index (MGC) 1.5 $3.0M 12k 251.16
Ishares Tr Rus Mid Cap Etf (IWR) 1.4 $2.9M 30k 96.27
Ishares Tr Core Msci Intl (IDEV) 1.4 $2.8M 33k 82.48
Vanguard World Mega Cap Val Etf (MGV) 1.1 $2.1M 15k 141.16
Ishares Tr Esg Select Scre (XJH) 1.0 $2.0M 44k 44.65
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.0M 2.1k 487.81
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $964k 17k 58.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $892k 27k 32.62
Ishares Esg Awr Msci Em (ESGE) 0.4 $821k 19k 44.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $805k 12k 66.00
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $687k 15k 46.81
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $613k 37k 16.49
Ishares Tr Core Msci Eafe (IEFA) 0.3 $612k 6.8k 89.46
Ishares Tr S&p 100 Etf (OEF) 0.2 $467k 1.4k 342.97
Tesla Motors (TSLA) 0.2 $467k 1.0k 449.84
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $421k 3.3k 128.83
JPMorgan Chase & Co. (JPM) 0.2 $409k 1.3k 322.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $405k 805.00 502.73
Ishares Tr National Mun Etf (MUB) 0.2 $377k 3.5k 107.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $368k 540.00 681.92
Meta Platforms Cl A (META) 0.2 $365k 553.00 660.32
Visa Com Cl A (V) 0.2 $338k 964.00 350.82
Johnson & Johnson (JNJ) 0.2 $320k 1.5k 206.98
Broadcom (AVGO) 0.2 $319k 921.00 346.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $299k 477.00 626.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $276k 449.00 614.60
Vanguard Index Fds Large Cap Etf (VV) 0.1 $267k 849.00 314.79
Abbvie (ABBV) 0.1 $258k 1.1k 228.55
Ventas (VTR) 0.1 $257k 3.3k 77.38
Walt Disney Company (DIS) 0.1 $227k 2.0k 113.76
Abbott Laboratories (ABT) 0.1 $215k 1.7k 125.31
Welltower Inc Com reit (WELL) 0.1 $207k 1.1k 185.61
Rbc Cad (RY) 0.1 $203k 1.2k 170.49
Merck & Co (MRK) 0.1 $201k 1.9k 105.27