Hilltop Wealth Advisors

Hilltop Wealth Advisors as of June 30, 2026

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 73 positions in its portfolio as reported in the June 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) 21.2 $43M 228k 188.09
Ishares Tr Core S&p500 Etf (IVV) 13.0 $26M 35k 748.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.0 $18M 256k 71.25
Select Sector Spdr Tr St Str Care Etf (XLV) 8.3 $17M 105k 158.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $6.8M 114k 59.69
NVIDIA Corporation Put Option (NVDA) 3.3 $6.7M 34k 200.09
Ishares Tr Esg Optimized (SUSA) 3.1 $6.2M 40k 154.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.8 $5.6M 153k 36.87
Ishares Tr Core S&p Us Vlu (IUSV) 2.5 $5.1M 46k 110.15
Ishares Tr S&p 500 Val Etf (IVE) 2.2 $4.5M 20k 227.06
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $4.3M 53k 80.57
Ishares Tr S&p 500 Grwt Etf (IVW) 2.0 $4.0M 29k 137.53
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.8 $3.7M 36k 102.81
Vanguard World Mega Grwth Ind (MGK) 1.8 $3.6M 41k 87.91
Ishares Tr Rus Mid Cap Etf (IWR) 1.6 $3.3M 30k 110.32
Vanguard World Mega Cap Index (MGC) 1.6 $3.2M 12k 273.62
NetApp (NTAP) 1.4 $2.9M 19k 154.76
International Business Machines (IBM) 1.4 $2.9M 10k 281.20
Ishares Tr Core Msci Intl (IDEV) 1.4 $2.8M 32k 89.01
Apple (AAPL) 1.3 $2.6M 8.9k 289.37
Vanguard World Mega Cap Val Etf (MGV) 1.2 $2.4M 15k 163.45
Ishares Tr Esg Select Scre (XJH) 1.1 $2.2M 42k 52.15
Microsoft Corporation (MSFT) 1.0 $2.0M 5.4k 373.00
Ishares Esg Awr Msci Em (ESGE) 0.8 $1.6M 29k 54.69
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.6 $1.1M 22k 51.78
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.1M 3.1k 357.37
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.1M 13k 86.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $990k 13k 77.11
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $761k 23k 33.84
Amazon (AMZN) 0.4 $745k 3.1k 238.38
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $711k 37k 19.12
Ishares Tr Core Msci Eafe (IEFA) 0.3 $660k 6.8k 96.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $606k 1.2k 500.39
Alphabet Cap Stk Cl C (GOOG) 0.3 $598k 1.7k 353.36
McKesson Corporation (MCK) 0.3 $540k 715.00 755.60
Micron Technology (MU) 0.3 $513k 444.00 1154.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $511k 17k 29.43
JPMorgan Chase & Co. (JPM) 0.2 $502k 1.5k 327.33
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $499k 10k 49.55
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $499k 5.4k 92.21
Ishares Tr S&p 100 Etf (OEF) 0.2 $471k 1.3k 365.87
Ishares Tr Esg Msci Kld Etf (DSI) 0.2 $465k 3.3k 142.39
Broadcom (AVGO) 0.2 $462k 1.2k 377.75
Johnson & Johnson (JNJ) 0.2 $461k 1.8k 253.97
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $406k 543.00 746.77
Visa Com Cl A (V) 0.2 $395k 1.2k 343.09
Ishares Tr National Mun Etf (MUB) 0.2 $379k 3.5k 107.63
Meta Platforms Cl A (META) 0.2 $368k 654.00 563.30
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $348k 4.6k 76.11
Ge Aerospace Com New (GE) 0.2 $341k 913.00 373.73
Intel Corporation (INTC) 0.2 $333k 2.4k 139.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $323k 471.00 686.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $313k 425.00 736.40
Abbvie (ABBV) 0.2 $307k 1.2k 251.70
Tesla Motors (TSLA) 0.2 $304k 722.00 420.60
Ventas (VTR) 0.1 $300k 3.4k 88.80
Vanguard Index Fds Large Cap Etf (VV) 0.1 $292k 849.00 343.90
Ge Vernova (GEV) 0.1 $290k 247.00 1174.86
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $277k 580.00 477.57
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $275k 138.00 1989.44
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $274k 2.8k 98.98
Welltower Inc Com reit (WELL) 0.1 $265k 1.2k 226.97
Rbc Cad (RY) 0.1 $257k 1.2k 206.97
Merck & Co (MRK) 0.1 $251k 2.0k 128.50
Eli Lilly & Co. (LLY) 0.1 $235k 196.00 1199.43
Advanced Micro Devices (AMD) 0.1 $232k 399.00 580.91
Walt Disney Company (DIS) 0.1 $228k 2.4k 96.25
Duke Energy Corp Com New (DUK) 0.1 $219k 1.7k 126.56
Wal-Mart Stores (WMT) 0.1 $217k 1.9k 113.26
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $209k 849.00 246.12
Ishares Tr Broad Usd High (USHY) 0.1 $205k 5.5k 37.02
Coca-Cola Company (KO) 0.1 $204k 2.5k 81.28
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $202k 9.9k 20.37