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CIK: 0001786241
Total reported value
$202.2M
$202.2M
54 檔
54.1%
During the Q4 2025 filing period, Hilltop Wealth Advisors, LLC (CIK: 0001786241) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $202.2M across 54 reported positions.
During Q4 2025, Hilltop Wealth Advisors, LLC performed routine portfolio adjustments (3 new buys, 21 additions, 23 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 20.12% | -1.18% | -1.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.54% | -1.20% | +0.43% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.27% | -0.82% | +2.06% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 7.42% | -0.23% | +2.60% | |
| 5 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 6.64% | — | +2.26% | |
| 6 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.94% | -0.25% | -2.18% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.01% | +2.49% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.48% | +0.08% | +4.69% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.21% | +2.60% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.41% | -0.04% | +0.07% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.22% | -0.34% | -2.05% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.21% | +0.03% | +5.70% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +1.11% | +3.78% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.94% | -0.03% | -4.92% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.94% | -0.17% | -0.37% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.89% | -0.23% | -0.53% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.74% | -0.05% | -2.64% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.70% | -0.23% | +0.42% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.05% | +2.77% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.53% | -0.08% | +0.29% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.52% | -0.07% | -0.66% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.45% | — | +7.65% | |
| 23 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.38% | -0.23% | -0.63% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.06% | -0.09% | -1.63% | |
| 25 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.99% | -0.11% | +1.33% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | -0.02% | -0.79% | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.48% | — | -16.56% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | -0.02% | -1.92% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.41% | -0.01% | -7.04% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | -0.03% | — | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.35% | -0.04% | -1.32% | |
| 32 | ET | Energy Transfer LP | Stock-Energy | 0.31% | -0.08% | — | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.31% | -0.04% | -2.61% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.23% | -0.03% | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | -0.01% | +70.56% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.21% | -0.01% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | +0.02% | +13.29% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | +0.06% | -45.83% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.19% | -0.03% | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | -0.01% | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.02% | -1.43% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | +0.02% | -1.73% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.02% | -10.84% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | +0.03% | +12.59% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | -0.01% | +1.27% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | — | — | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | -0.01% | -2.41% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | — | -13.28% | |
| 49 | VTR | Ventas Inc | Stock-Real Estate | 0.13% | -0.01% | +0.88% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.11% | +0.11% | NEW |
According to official SEC Form 13F filings, Hilltop Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $202.2M across 54 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IUSG, IVV, VEA) accounted for 54.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
WELL
市值: $206.8K
Top Position Liquidated / Trimmed
IUSG
前期市值: $39.7M
During Q4 2025, Hilltop Wealth Advisors, LLC's top holdings by market value included IUSG (20.1%)、IVV (12.5%)、VEA (8.3%). The largest single position, IUSG, represented 20.1% of total portfolio value.
In Q4 2025, Hilltop Wealth Advisors, LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 23 holdings, and fully liquidating 0 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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