§ 13F · FUND PROFILE
HILLTOP WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178.0T (13F)Positions · 51Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$199.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | 239K | $40.1T | 20.1% | NEW |
| 2 | IVV | ISHARES TR | 36K | $25.0T | 12.5% | NEW |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 263K | $16.5T | 8.3% | NEW |
| 4 | XLV | SELECT SECTOR SPDR TR | 95K | $14.8T | 7.4% | NEW |
| 5 | FENY | FIDELITY COVINGTON TRUST | 534K | $13.2T | 6.6% | NEW |
| 6 | SUSA | ISHARES TR | 42K | $5.8T | 2.9% | NEW |
| 7 | AAPL | APPLE INC | 20K | $5.5T | 2.7% | NEW |
| 8 | GOOGL | ALPHABET INC | 16K | $4.9T | 2.5% | NEW |
| 9 | MSFT | MICROSOFT CORP | 10K | $4.8T | 2.4% | NEW |
| 10 | SCHM | SCHWAB STRATEGIC TR | 159K | $4.8T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HILLTOP SIGNAL
AC read
HILLTOP WEALTH ADVISORS, LLC is a Other fund managing $178010.9 trillion in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed