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CIK: 0001786241
Total reported value
$202.2M
$202.2M
51 檔
52.1%
According to the latest 13F quarterly dataset, Hilltop Wealth Advisors, LLC managed an equity portfolio of $202.2M at the end of Q3 2025, spanning 51 distinct U.S. exchange-listed positions.
In Q3 2025, Hilltop Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 20.70% | -1.18% | +0.14% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.66% | -1.20% | +3.91% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.06% | -0.82% | +3.82% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 6.75% | -0.23% | +9.36% | |
| 5 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 6.73% | — | — | |
| 6 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 3.03% | -0.25% | -0.80% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.21% | +73.30% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.61% | +0.01% | +187.16% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.46% | -0.04% | +1.26% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.29% | -0.34% | -2.71% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +1.11% | +168.78% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.11% | +0.03% | +7.77% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.08% | -0.03% | +2.15% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.05% | -0.17% | -0.49% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.99% | -0.23% | +1.76% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | +0.08% | +611.43% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.81% | -0.05% | -2.20% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.72% | -0.23% | +0.19% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.05% | +548.77% | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.54% | -0.07% | -2.37% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.51% | -0.08% | -3.81% | |
| 22 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.40% | -0.23% | -0.39% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.40% | — | +7.25% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.09% | -0.09% | -0.45% | |
| 25 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 1.00% | -0.11% | -1.20% | |
| 26 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.60% | — | -95.73% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | -0.02% | -0.51% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | -0.02% | -0.15% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.45% | -0.01% | -1.27% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | -0.03% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | +0.06% | +93.24% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.36% | -0.04% | +0.06% | |
| 33 | ET | Energy Transfer LP | Stock-Energy | 0.33% | -0.08% | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.32% | -0.04% | — | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.24% | -0.03% | +15.91% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.02% | +6.05% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.21% | -0.01% | — | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.20% | -0.03% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | -0.01% | -1.28% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | +0.02% | +0.81% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | +0.02% | -1.41% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.02% | +16.22% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | — | +1.96% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | -0.01% | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | -0.01% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.03% | +9.36% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | — | — | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.14% | -0.01% | — | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.14% | — | -0.30% | |
| 50 | VTR | Ventas Inc | Stock-Real Estate | 0.12% | -0.01% | +1.11% |
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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IUSG, IVV, VEA) accounted for 52.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
FENY
市值: $12.9M
Top Position Liquidated / Trimmed
IJR
前期市值: $16.7M
During Q3 2025, Hilltop Wealth Advisors, LLC's top holdings by market value included IUSG (20.7%)、IVV (12.7%)、VEA (8.1%). The largest single position, IUSG, represented 20.7% of total portfolio value.
In Q3 2025, Hilltop Wealth Advisors, LLC made 52 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 17 holdings, and fully liquidating 5 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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