Hilltop Wealth Advisors

Hilltop Wealth Advisors as of March 31, 2026

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 53 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 22.4 $37M 241k 155.11
Ishares Tr Core S&p500 Etf (IVV) 14.2 $24M 36k 653.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.8 $16M 256k 64.08
Select Sector Spdr Tr State Street Hea (XLV) 8.5 $14M 97k 146.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $6.0M 111k 54.05
Ishares Tr Esg Optimized (SUSA) 3.3 $5.5M 42k 132.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.8 $4.7M 152k 30.96
Ishares Tr S&p 500 Val Etf (IVE) 2.6 $4.3M 20k 211.15
Ishares Tr Core S&p Us Vlu (IUSV) 2.5 $4.1M 41k 102.25
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $3.8M 13k 287.18
NVIDIA Corporation (NVDA) 2.2 $3.7M 21k 174.40
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.0 $3.4M 36k 95.62
Ishares Tr S&p 500 Grwt Etf (IVW) 2.0 $3.4M 30k 113.11
Vanguard World Mega Grwth Ind (MGK) 1.8 $3.0M 8.3k 367.44
Vanguard World Mega Cap Index (MGC) 1.7 $2.8M 12k 236.34
Ishares Tr Rus Mid Cap Etf (IWR) 1.6 $2.7M 28k 97.23
Ishares Tr Core Msci Intl (IDEV) 1.6 $2.7M 32k 83.57
International Business Machines (IBM) 1.5 $2.5M 10k 242.38
Vanguard World Mega Cap Val Etf (MGV) 1.3 $2.2M 15k 144.95
Apple (AAPL) 1.3 $2.1M 8.3k 253.78
Microsoft Corporation (MSFT) 1.2 $2.0M 5.4k 370.16
Ishares Tr Esg Select Scre (XJH) 1.2 $2.0M 44k 45.37
Ishares Esg Awr Msci Em (ESGE) 0.8 $1.3M 29k 45.47
Spdr Index Shs Fds State Street Spd (SPEM) 0.6 $1.0M 22k 46.91
Vanguard Index Fds Growth Etf (VUG) 0.6 $928k 2.1k 436.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $867k 13k 67.53
Alphabet Cap Stk Cl A (GOOGL) 0.5 $770k 2.7k 287.58
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $718k 37k 19.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $659k 23k 29.13
Ishares Tr Core Msci Eafe (IEFA) 0.4 $619k 6.8k 90.53
Amazon (AMZN) 0.3 $528k 2.5k 208.31
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.3 $499k 10k 49.50
Ishares Tr S&p 100 Etf (OEF) 0.3 $433k 1.4k 318.07
Johnson & Johnson (JNJ) 0.2 $415k 1.7k 244.44
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $396k 3.3k 121.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $393k 821.00 479.20
JPMorgan Chase & Co. (JPM) 0.2 $385k 1.3k 294.25
Ishares Tr National Mun Etf (MUB) 0.2 $374k 3.5k 106.16
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $351k 540.00 650.34
Broadcom (AVGO) 0.2 $336k 1.1k 309.51
Meta Platforms Cl A (META) 0.2 $331k 579.00 572.00
Visa Com Cl A (V) 0.2 $296k 980.00 302.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $281k 471.00 596.95
Ventas (VTR) 0.2 $274k 3.3k 81.78
Tesla Motors (TSLA) 0.2 $269k 722.00 371.89
Vanguard Index Fds Large Cap Etf (VV) 0.2 $254k 849.00 298.84
Abbvie (ABBV) 0.1 $249k 1.1k 217.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $245k 425.00 577.47
Merck & Co (MRK) 0.1 $241k 2.0k 120.29
Duke Energy Corp Com New (DUK) 0.1 $228k 1.7k 130.93
Welltower Inc Com reit (WELL) 0.1 $227k 1.1k 197.71
Wal-Mart Stores (WMT) 0.1 $220k 1.8k 124.28
Wipro Spon Adr 1 Sh (WIT) 0.0 $24k 12k 2.12