You're signed outSign in or to get full access.
Hilltop Wealth Advisors, LLC
CIK:0001786241
Investment Adviser
$503M AUM
51 holdings
Chapel Hill, NC, USA
Hilltop Wealth Advisors, LLC offers financial planning, consulting, and investment management services to clients through written agreements.
Latest 13F Filing Activity
Hilltop Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 51 equity positions with a total 13F market value of $192M. The fund increased holdings in Fidelity Covington Trust, Apple Inc., Ishares TR among other positions. Hilltop Wealth Advisors, LLC reduced exposure to J P Morgan Exchange Traded F, Vanguard Mun BD FDS, International Business Machs among others.
Top Buys
Top Holdings
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%
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more