Hilltop Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Hilltop Wealth Advisors, Llc disclosed 73 stock positions valued at approximately $199.86M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD TAX-MANAGED FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 73
- Portfolio Value
- $199.86M
Holdings by Sector
Hilltop Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IUSG | Other | 21.49% | 228,398 | -12,853 | -5.33% | $42,959,386 |
| ISHARES TR | IVV | Other | 13.20% | 35,233 | -1,166 | -3.20% | $26,385,722 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.11% | 255,515 | -365 | -0.14% | $18,205,418 |
| SELECT SECTOR SPDR TR | XLV | Other | 8.35% | 105,190 | +8,709 | +9.03% | $16,689,472 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.40% | 113,991 | +3,016 | +2.72% | $6,804,147 |
| ISHARES TR | SUSA | Other | 3.09% | 39,993 | -1,699 | -4.08% | $6,170,881 |
| SCHWAB STRATEGIC TR | SCHM | Other | 2.82% | 152,811 | +413 | +0.27% | $5,634,148 |
| ISHARES TR | IUSV | Other | 2.54% | 46,125 | +5,588 | +13.78% | $5,080,707 |
| ISHARES TR | IVE | Other | 2.26% | 19,874 | -414 | -2.04% | $4,512,587 |
| NVIDIA CORPORATION | NVDA | Technology | 2.18% | 21,820 | +555 | +2.61% | $4,365,932 |
| VANGUARD INDEX FDS | VO | Other | 2.15% | 53,280 | +39,960 | +300.00% | $4,292,739 |
| ISHARES TR | IVW | Other | 2.02% | 29,299 | -544 | -1.82% | $4,029,521 |
| ISHARES TR | ESGD | Other | 1.83% | 35,550 | -125 | -0.35% | $3,654,867 |
| VANGUARD WORLD FD | MGK | Other | 1.79% | 40,715 | +32,439 | +391.96% | $3,579,246 |
| ISHARES TR | IWR | Other | 1.66% | 30,033 | +1,882 | +6.69% | $3,313,252 |
| VANGUARD WORLD FD | MGC | Other | 1.62% | 11,818 | - | - | $3,233,635 |
| NETAPP INC | NTAP | Technology | 1.44% | 18,634 | +18,634 | +100.00% | $2,883,798 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.43% | 10,175 | -79 | -0.77% | $2,861,212 |
| ISHARES TR | IDEV | Other | 1.41% | 31,677 | -642 | -1.99% | $2,819,579 |
| APPLE INC | AAPL | Technology | 1.29% | 8,928 | +597 | +7.17% | $2,583,518 |
| VANGUARD WORLD FD | MGV | Other | 1.22% | 14,892 | - | - | $2,434,030 |
| ISHARES TR | XJH | Other | 1.09% | 41,740 | -2,053 | -4.69% | $2,176,741 |
| MICROSOFT CORP | MSFT | Technology | 1.01% | 5,435 | -7 | -0.13% | $2,027,250 |
| ISHARES INC | ESGE | Other | 0.80% | 29,187 | -7 | -0.02% | $1,596,241 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.57% | 21,910 | +410 | +1.91% | $1,134,500 |
| ALPHABET INC | GOOGL | Communication Services | 0.55% | 3,069 | +390 | +14.56% | $1,096,779 |
| VANGUARD INDEX FDS | VUG | Other | 0.55% | 12,725 | +10,601 | +499.11% | $1,096,100 |
| ISHARES TR | IJH | Other | 0.50% | 12,835 | - | - | $989,722 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.38% | 22,484 | -146 | -0.65% | $760,859 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.37% | 3,125 | +590 | +23.27% | $744,929 |
Showing 30 of 73 holdings in the latest reporting period.
Hilltop Wealth Advisors, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | NVDA | NVIDIA Corporation | PUT | 11,800 | $2,361,062 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.