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CIK: 0001786241
Total reported value
$202.2M
$202.2M
51 檔
53.9%
In Q2 2025, Hilltop Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $202.2M, distributed across 51 disclosed stock positions.
Hilltop Wealth Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 20.37% | -1.18% | +5.41% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 14.23% | — | +6.76% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.18% | -1.20% | +2.65% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.96% | -0.82% | +44.10% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-Other | 6.44% | -0.23% | +7.21% | |
| 6 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 3.08% | -0.25% | +1.10% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.48% | -0.04% | -0.23% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.41% | -0.34% | -2.34% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.11% | -0.17% | -6.17% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.00% | +0.03% | +6.71% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.00% | -0.03% | -3.51% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.92% | -0.23% | +0.93% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.81% | -0.05% | -2.40% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.78% | -0.23% | +36.44% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.76% | -0.08% | +3.25% | |
| 16 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.57% | -0.07% | -0.57% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.21% | +5.99% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.52% | — | -70.95% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.44% | -0.23% | +18.11% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.34% | — | +17.21% | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.12% | -0.09% | -1.10% | |
| 22 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 1.03% | -0.11% | +2.80% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.01% | -8.22% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +1.11% | +24.95% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | -0.02% | -1.09% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | -0.02% | -3.74% | |
| 27 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.45% | -0.01% | -0.09% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | -0.03% | -3.72% | |
| 29 | ET | Energy Transfer LP | Stock-Energy | 0.38% | -0.08% | — | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.36% | -0.04% | -2.24% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.33% | -0.04% | -4.50% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.05% | -9.68% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.02% | +5.59% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.21% | -0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | +0.06% | +24.64% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.08% | +9.46% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.21% | -0.03% | -18.09% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.20% | -0.03% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | +0.02% | +4.41% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | -0.01% | +37.78% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | +0.02% | -6.24% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.15% | — | +1.44% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | -0.01% | — | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.14% | -0.01% | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | — | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | — | +0.71% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.02% | -70.61% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.12% | +0.11% | NEW | |
| 49 | GE | General Electric | Stock-Industrials | 0.12% | +0.17% | NEW | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | +4% | +5.41% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +3% | +44.10% | Add |
| 3 | JEPQ | JPM Nasdaq Equity Premium | +1.5% | +6.76% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +1.4% | +2.65% | Add |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | +0.6% | +36.44% | Add |
| 6 | MSFT | Microsoft CORP | +0.5% | +5.99% | Add |
| 7 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | +18.11% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | +24.95% | Add |
| 9 | IBM | Intl Business Machines CORP | +0.3% | +3.25% | Add |
| 10 | SUSA | Ishares Esg Optimized Msci U | +0.3% | +1.10% | Add |
| 11 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +17.21% | Add |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.3% | -3.51% | Trim |
| 13 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | -2.40% | Trim |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +0.93% | Add |
| 15 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +6.71% | Add |
| 16 | SCHM | Schwab US Mid Cap ETF | +0.2% | -0.23% | Trim |
| 17 | MGC | Vanguard Mega Cap ETF | +0.2% | -0.57% | Trim |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 19 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 20 | GE | General Electric | +0.1% | NEW | New buy |
| 21 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 22 | XJH | Ishare Esg Ss S&p Midcap ETF | +0.1% | +2.80% | Add |
| 23 | VUG | Vanguard Growth ETF | +0.1% | -1.09% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +37.78% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +5.59% | Add |
| 26 | SCHG | Schwab US Large-cap Growth | +0.1% | -3.74% | Trim |
| 27 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | -0.09% | Trim |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +9.46% | Add |
| 29 | VO | Vanguard Mid-cap ETF | 0% | -6.17% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +24.64% | Add |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | — | Unchanged |
| 32 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 33 | SPEM | State Street Sp Ptf Em ETF | 0% | -2.24% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | 0% | -6.24% | Trim |
| 35 | IEFA | Ishares Core Msci Eafe ETF | 0% | -4.50% | Trim |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 37 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 38 | V | Visa Inc-class A Shares | 0% | +4.41% | Add |
| 39 | AMZN | Amazon.com Inc | 0% | -9.68% | Trim |
| 40 | IJH | Ishares Core S&p Midcap ETF | — | -3.72% | Trim |
| 41 | MGV | Vanguard Mega Cap Value ETF | — | -1.10% | Trim |
| 42 | ABT | Abbott Laboratories | — | +1.44% | Add |
| 43 | IVE | Ishares S&p 500 Value ETF | — | -2.34% | Trim |
| 44 | VTR | Ventas Inc | 0% | -0.55% | Trim |
| 45 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 46 | BLDP | Ballard Power Systems Inc | 0% | EXIT | Sold out |
| 47 | ABBV | Abbvie Inc | 0% | +0.71% | Add |
| 48 | MUB | Ishares National Muni Bond E | -0.1% | -18.09% | Trim |
| 49 | XLV | Ss Health Care Select Sector | -0.1% | +7.21% | Add |
| 50 | AAPL | Apple Inc | -0.1% | -8.22% | Trim |
According to official SEC Form 13F filings, Hilltop Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $202.2M across 51 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IUSG, JEPQ, IVV) accounted for 53.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
QQQ
市值: $247.7K
Top Position Liquidated / Trimmed
IJR
前期市值: $16.7M
During Q2 2025, Hilltop Wealth Advisors, LLC's top holdings by market value included IUSG (20.4%)、JEPQ (14.2%)、IVV (12.2%). The largest single position, IUSG, represented 20.4% of total portfolio value.
In Q2 2025, Hilltop Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 20 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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