HILLTOP WEALTH ADVISORS, LLC

CIK 0001786241 · CHAPEL HILL, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

HILLTOP WEALTH ADVISORS, LLC reported 74 positions worth $202.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IUSG (21.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$202.2M
2026 Q2
Positions
74
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.7%
Est. Net Flow (Q)
2026 Q2
10 / 74 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IUSGISHARES TRSH$43.0M21.24%228,398
2IVVISHARES TRSH$26.4M13.05%35,233
3VEAVANGUARD TAX-MANAGED FDSSH$18.2M9.00%255,515
4XLVSELECT SECTOR SPDR TRSH$16.7M8.25%105,190
5VWOVANGUARD INTL EQUITY INDEX FSH$6.8M3.36%113,991
6SUSAISHARES TRSH$6.2M3.05%39,993
7SCHMSCHWAB STRATEGIC TRSH$5.6M2.79%152,811
8IUSVISHARES TRSH$5.1M2.51%46,125
9IVEISHARES TRSH$4.5M2.23%19,874
10NVDANVIDIA CORPORATIONSH$4.4M2.16%21,820

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HILLTOP WEALTH ADVISORS, LLC hold as of Q2 2026?

HILLTOP WEALTH ADVISORS, LLC reported 74 positions worth $202.2M in its Q2 2026 13F filing. Largest positions: IUSG (21.2%), IVV (13.0%), VEA (9.0%), XLV (8.3%) and VWO (3.4%).

What did HILLTOP WEALTH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HILLTOP WEALTH ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.