Hilltop Wealth Advisors, Llc Portfolio Stock Holdings
Hilltop Wealth Advisors, Llc disclosed 53 stock positions valued at approximately $166.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 53
- Portfolio Value
- $166.9M
Holdings by Sector
Hilltop Wealth Advisors, Llc Portfolio Holdings in Q1 2026
53 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IUSG | Other | 22.42% | 241,251 | +2,674 | +1.12% | $37,420,462 |
| ISHARES TR | IVV | Other | 14.25% | 36,399 | -54 | -0.15% | $23,776,406 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.82% | 255,880 | -7,606 | -2.89% | $16,396,767 |
| SELECT SECTOR SPDR TR | XLV | Other | 8.48% | 96,481 | +1,049 | +1.10% | $14,145,135 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.59% | 110,975 | +40,938 | +58.45% | $5,998,209 |
| ISHARES TR | SUSA | Other | 3.30% | 41,692 | -272 | -0.65% | $5,507,480 |
| SCHWAB STRATEGIC TR | SCHM | Other | 2.83% | 152,398 | -6,921 | -4.34% | $4,718,244 |
| ISHARES TR | IVE | Other | 2.57% | 20,288 | -595 | -2.85% | $4,283,808 |
| ISHARES TR | IUSV | Other | 2.48% | 40,537 | -2,325 | -5.42% | $4,144,887 |
| VANGUARD INDEX FDS | VO | Other | 2.29% | 13,320 | - | - | $3,825,248 |
| NVIDIA CORPORATION | NVDA | Technology | 2.22% | 21,265 | -1,991 | -8.56% | $3,708,591 |
| ISHARES TR | ESGD | Other | 2.04% | 35,675 | +34 | +0.10% | $3,411,217 |
| ISHARES TR | IVW | Other | 2.02% | 29,843 | -1,526 | -4.86% | $3,375,566 |
| VANGUARD WORLD FD | MGK | Other | 1.82% | 8,276 | -109 | -1.30% | $3,040,926 |
| VANGUARD WORLD FD | MGC | Other | 1.67% | 11,818 | -223 | -1.85% | $2,793,077 |
| ISHARES TR | IWR | Other | 1.64% | 28,151 | -1,768 | -5.91% | $2,737,131 |
| ISHARES TR | IDEV | Other | 1.62% | 32,319 | -1,060 | -3.18% | $2,700,918 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.49% | 10,254 | -26 | -0.25% | $2,485,382 |
| VANGUARD WORLD FD | MGV | Other | 1.29% | 14,892 | -39 | -0.26% | $2,158,536 |
| APPLE INC | AAPL | Technology | 1.27% | 8,331 | -11,787 | -58.59% | $2,114,231 |
| MICROSOFT CORP | MSFT | Technology | 1.21% | 5,442 | -4,526 | -45.41% | $2,014,399 |
| ISHARES TR | XJH | Other | 1.19% | 43,793 | -509 | -1.15% | $1,986,888 |
| ISHARES INC | ESGE | Other | 0.80% | 29,194 | +10,599 | +57.00% | $1,327,454 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.60% | 21,500 | +6,818 | +46.44% | $1,008,565 |
| VANGUARD INDEX FDS | VUG | Other | 0.56% | 2,124 | -24 | -1.12% | $927,643 |
| ISHARES TR | IJH | Other | 0.52% | 12,835 | +644 | +5.28% | $866,761 |
| ALPHABET INC | GOOGL | Communication Services | 0.46% | 2,679 | -13,095 | -83.02% | $770,425 |
| ENERGY TRANSFER L P | ET | Energy | 0.43% | 37,180 | - | - | $717,574 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.39% | 22,630 | -4,709 | -17.22% | $659,212 |
| ISHARES TR | IEFA | Other | 0.37% | 6,840 | - | - | $619,243 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.32% | 2,535 | -12,080 | -82.65% | $528,067 |
| PGIM ETF TR | PULS | Other | 0.30% | 10,078 | +10,078 | +100.00% | $498,861 |
| ISHARES TR | OEF | Other | 0.26% | 1,362 | - | - | $433,211 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.25% | 1,696 | +150 | +9.70% | $414,570 |
| ISHARES TR | DSI | Other | 0.24% | 3,268 | - | - | $396,049 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.24% | 821 | +16 | +1.99% | $393,423 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.23% | 1,307 | +37 | +2.91% | $384,579 |
| ISHARES TR | MUB | Other | 0.22% | 3,522 | - | - | $373,881 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.21% | 540 | - | - | $351,184 |
| BROADCOM INC | AVGO | Technology | 0.20% | 1,086 | +165 | +17.92% | $336,128 |
| META PLATFORMS INC | META | Communication Services | 0.20% | 579 | +26 | +4.70% | $331,190 |
| VISA INC | V | Financial Services | 0.18% | 980 | +16 | +1.66% | $296,195 |
| VANGUARD INDEX FDS | VOO | Other | 0.17% | 471 | -6 | -1.26% | $281,165 |
| VENTAS INC | VTR | Real Estate | 0.16% | 3,349 | +33 | +1.00% | $273,881 |
| TESLA INC | TSLA | Consumer Cyclical | 0.16% | 722 | -315 | -30.38% | $268,508 |
| VANGUARD INDEX FDS | VV | Other | 0.15% | 849 | - | - | $253,713 |
| ABBVIE INC | ABBV | Healthcare | 0.15% | 1,146 | +16 | +1.42% | $249,307 |
| INVESCO QQQ TR | QQQ | Other | 0.15% | 425 | -24 | -5.35% | $245,424 |
| MERCK & CO INC | MRK | Healthcare | 0.14% | 2,007 | +102 | +5.35% | $241,419 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.14% | 1,742 | +1,742 | +100.00% | $228,084 |
| WELLTOWER INC | WELL | Real Estate | 0.14% | 1,146 | +32 | +2.87% | $226,576 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 1,767 | +1,767 | +100.00% | $219,603 |
| WIPRO LTD | WIT | Technology | 0.01% | 11,466 | +11,466 | +100.00% | $24,308 |