HILLTOP WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, HILLTOP WEALTH ADVISORS, LLC held in its portfolio 54 assets valued at $199,137,679 (i.e. $199.14M).
The most valuable assets in the portfolio included: ISHARES TR ($40.07M), ISHARES TR ($24.97M), and VANGUARD TAX-MANAGED FDS ($16.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HILLTOP WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 238577 | 40066552 | CORE S&P US GWT |
| ISHARES TR | 36453 | 24968030 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 263486 | 16459948 | VAN FTSE DEV MKT |
| SELECT SECTOR SPDR TR | 95432 | 14772900 | STATE STREET HEA |
| FIDELITY COVINGTON TRUST | 534019 | 13227659 | MSCI ENERGY IDX |
| ISHARES TR | 41964 | 5847438 | ESG OPTIMIZED |
| APPLE INC | 20118 | 5469409 | COM |
| ALPHABET INC | 15774 | 4937314 | CAP STK CL A |
| MICROSOFT CORP | 9968 | 4820544 | COM |
| SCHWAB STRATEGIC TR | 159319 | 4790727 | US MID-CAP ETF |
| ISHARES TR | 20883 | 4428654 | S&P 500 VAL ETF |
| ISHARES TR | 42862 | 4395104 | CORE S&P US VLU |
| NVIDIA CORPORATION | 23256 | 4337159 | COM |
| ISHARES TR | 31369 | 3866488 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 13320 | 3865741 | MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 70037 | 3765200 | FTSE EMR MKT ETF |
| VANGUARD WORLD FD | 8385 | 3461013 | MEGA GRWTH IND |
| ISHARES TR | 35641 | 3389076 | ESG AW MSCI EAFE |
| AMAZON COM INC | 14615 | 3373524 | COM |
| INTERNATIONAL BUSINESS MACHS | 10280 | 3044934 | COM |
| VANGUARD WORLD FD | 12041 | 3024224 | MEGA CAP INDEX |
| ISHARES TR | 29919 | 2880312 | RUS MID CAP ETF |
| ISHARES TR | 33379 | 2753119 | CORE MSCI INTL |
| VANGUARD WORLD FD | 14931 | 2107661 | MEGA CAP VAL ETF |
| ISHARES TR | 44302 | 1978084 | ESG SELECT SCRE |
| VANGUARD INDEX FDS | 2148 | 1047813 | GROWTH ETF |
| J P MORGAN EXCHANGE TRADED F | 16579 | 963571 | NASDAQ EQT PREM |
| SCHWAB STRATEGIC TR | 27339 | 891798 | US LCAP GR ETF |
| ISHARES INC | 18595 | 821344 | ESG AWR MSCI EM |
| ISHARES TR | 12191 | 804619 | CORE S&P MCP ETF |
| SPDR INDEX SHS FDS | 14682 | 687264 | PORTFOLIO EMG MK |
| ENERGY TRANSFER L P | 37180 | 613098 | COM UT LTD PTN |
| ISHARES TR | 6840 | 611924 | CORE MSCI EAFE |
| ISHARES TR | 1362 | 467125 | S&P 100 ETF |
| TESLA INC | 1037 | 466486 | COM |
| ISHARES TR | 3268 | 421016 | ESG MSCI KLD 400 |
| JPMORGAN CHASE & CO. | 1270 | 409265 | COM |
| BERKSHIRE HATHAWAY INC DEL | 805 | 404699 | CL B NEW |
| ISHARES TR | 3522 | 377263 | NATIONAL MUN ETF |
| SPDR S&P 500 ETF TR | 540 | 368237 | TR UNIT |
| META PLATFORMS INC | 553 | 365157 | CL A |
| VISA INC | 964 | 338186 | COM CL A |
| JOHNSON & JOHNSON | 1546 | 319988 | COM |
| BROADCOM INC | 921 | 318907 | COM |
| VANGUARD INDEX FDS | 477 | 298846 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 449 | 275956 | UNIT SER 1 |
| VANGUARD INDEX FDS | 849 | 267254 | LARGE CAP ETF |
| ABBVIE INC | 1130 | 258260 | COM |
| VENTAS INC | 3316 | 256592 | COM |
| DISNEY WALT CO | 1994 | 226835 | COM |
| ABBOTT LABS | 1713 | 214651 | COM |
| WELLTOWER INC | 1114 | 206770 | COM |
| ROYAL BK CDA | 1193 | 203395 | COM |
| MERCK & CO INC | 1905 | 200546 | COM |
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