§ 13F · FUND PROFILE
HILLTOP WEALTH ADVISORS, LLC.
AUM · $202M (13F)Positions · 74Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | 228K | $43M | 21.2% | −5% |
| 2 | IVV | ISHARES TR | 35K | $26M | 13.0% | −3% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 256K | $18M | 9.0% | ±0% |
| 4 | XLV | SELECT SECTOR SPDR TR | 105K | $17M | 8.3% | +9% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 114K | $7M | 3.4% | +3% |
| 6 | SUSA | ISHARES TR | 40K | $6M | 3.1% | −4% |
| 7 | SCHM | SCHWAB STRATEGIC TR | 153K | $6M | 2.8% | ±0% |
| 8 | IUSV | ISHARES TR | 46K | $5M | 2.5% | +14% |
| 9 | IVE | ISHARES TR | 20K | $5M | 2.2% | −2% |
| 10 | NVDA | NVIDIA CORPORATION | 22K | $4M | 2.2% | +58% |
§ 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 $202 million in assets. The fund runs a portfolio of 74 positions.
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