Hilltop Wealth Advisors, LLC
CIK:0001786241
Investment Adviser
$503M AUM
51 holdings
Chapel Hill, NC, USA
Founded:2016
12 employees
Latest filing:Sep 30, 2025
Hilltop Wealth Advisors, LLC offers financial planning, consulting, and investment management services to clients through written agreements.
Top Buys
F
FENYFIDELITY COVINGTON TRUST+$12.9M
A
AAPLAPPLE INC+$3.6M
I
IUSGISHARES TR+$3.5M
G
GOOGLALPHABET INC+$3.3M
N
NVDANVIDIA CORPORATION+$2.9M
Top Sells
J
JEPQJ P MORGAN EXCHANGE TRADED F-$24.2M
V
VTEBVANGUARD MUN BD FDS-$2.7M
I
IBMINTERNATIONAL BUSINESS MACHS-$249.0K
G
GEGE AEROSPACE-$211.8K
E
ETENERGY TRANSFER L P-$36.1K
Top Holdings
I
IUSGISHARES TR+20.7%$39.7M
I
IVVISHARES TR+12.7%$24.3M
V
VEAVANGUARD TAX-MANAGED FDS+8.1%$15.5M
X
XLVSELECT SECTOR SPDR TR+6.7%$12.9M
F
FENYFIDELITY COVINGTON TRUST+6.7%$12.9M
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSG | ISHARES TR | 20.70% | $39.7M | 241,374 | $88.44 | $164.54 | +$3.5M |
I IVV | ISHARES TR | 12.66% | $24.3M | 36,297 | $403.12 | $669.30 | +$2.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.06% | $15.5M | 258,158 | $46.90 | $59.92 | +$1.3M |
X XLV | SELECT SECTOR SPDR TR | 6.75% | $12.9M | 93,017 | $136.33 | $139.17 | +$1.5M |
F FENY | FIDELITY COVINGTON TRUST | 6.73% | $12.9M | 522,207 | $24.72 | $24.72 | +$12.9M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+2.6%
ELECTRONIC COMPUTERS
+2.6%
SEMICONDUCTORS & RELATED DEVICES
+2.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.1%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+1.6%