§ 13F · FUND PROFILE
HILLTOP WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178M (13F)Positions · 51Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$971K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | 241K | $37M | 22.4% | +1% |
| 2 | IVV | ISHARES TR | 36K | $24M | 14.2% | ±0% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 256K | $16M | 9.8% | −3% |
| 4 | XLV | SELECT SECTOR SPDR TR | 96K | $14M | 8.5% | +1% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 111K | $6M | 3.6% | +58% |
| 6 | SUSA | ISHARES TR | 42K | $6M | 3.3% | −1% |
| 7 | SCHM | SCHWAB STRATEGIC TR | 152K | $5M | 2.8% | −4% |
| 8 | IVE | ISHARES TR | 20K | $4M | 2.6% | −3% |
| 9 | IUSV | ISHARES TR | 41K | $4M | 2.5% | −5% |
| 10 | VO | VANGUARD INDEX FDS | 13K | $4M | 2.3% | ±0% |
§ 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 $178 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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