HILLTOP WEALTH ADVISORS, LLC
CIK 0001786241 · CHAPEL HILL, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
IUSG
ISHARES TR
21.2%
IVV
ISHARES TR
13.0%
VEA
VANGUARD TAX-MANAGED FDS
9.0%
XLV
SELECT SECTOR SPDR TR
8.3%
VWO
VANGUARD INTL EQUITY INDEX F
3.4%
SUSA
ISHARES TR
3.1%
SCHM
SCHWAB STRATEGIC TR
2.8%
IUSV
ISHARES TR
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.