Hilltop Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$166.9M
Q ending 2026-03-31
Prior quarter
$199.1M
Q ending 2025-12-31
Change
-16.2% QoQ · -5.8% YoY
Positions
53
reported holdings
Largest positions
All 53 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IUSG | Shares | $37.4M | 241K |
| Ishares Tr | IVV | Shares | $23.8M | 36K |
| Vanguard Tax-Managed Fds | VEA | Shares | $16.4M | 256K |
| Select Sector Spdr Tr | XLV | Shares | $14.1M | 96K |
| Vanguard Intl Equity Index F | VWO | Shares | $6.0M | 111K |
| Ishares Tr | SUSA | Shares | $5.5M | 42K |
| Schwab Strategic Tr | SCHM | Shares | $4.7M | 152K |
| Ishares Tr | IVE | Shares | $4.3M | 20K |
| Ishares Tr | IUSV | Shares | $4.1M | 41K |
| Vanguard Index Fds | VO | Shares | $3.8M | 13K |
| Nvidia Corporation | NVDA | Shares | $3.7M | 21K |
| Ishares Tr | ESGD | Shares | $3.4M | 36K |
| Ishares Tr | IVW | Shares | $3.4M | 30K |
| Vanguard World Fd | MGK | Shares | $3.0M | 8K |
| Vanguard World Fd | MGC | Shares | $2.8M | 12K |
| Ishares Tr | IWR | Shares | $2.7M | 28K |
| Ishares Tr | IDEV | Shares | $2.7M | 32K |
| International Business Machs | IBM | Shares | $2.5M | 10K |
| Vanguard World Fd | MGV | Shares | $2.2M | 15K |
| Apple Inc | AAPL | Shares | $2.1M | 8K |
| Microsoft Corp | MSFT | Shares | $2.0M | 5K |
| Ishares Tr | XJH | Shares | $2.0M | 44K |
| Ishares Inc | ESGE | Shares | $1.3M | 29K |
| Spdr Index Shs Fds | SPEM | Shares | $1.0M | 22K |
| Vanguard Index Fds | VUG | Shares | $928K | 2K |
| Ishares Tr | IJH | Shares | $867K | 13K |
| Alphabet Inc | GOOGL | Shares | $770K | 3K |
| Energy Transfer L P | ET | Shares | $718K | 37K |
| Schwab Strategic Tr | SCHG | Shares | $659K | 23K |
| Ishares Tr | IEFA | Shares | $619K | 7K |
| Amazon Com Inc | AMZN | Shares | $528K | 3K |
| Pgim Etf Tr | PULS | Shares | $499K | 10K |
| Ishares Tr | OEF | Shares | $433K | 1K |
| Johnson & Johnson | JNJ | Shares | $415K | 2K |
| Ishares Tr | DSI | Shares | $396K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $393K | 821 |
| Jpmorgan Chase & Co | JPM | Shares | $385K | 1K |
| Ishares Tr | MUB | Shares | $374K | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $351K | 540 |
| Broadcom Inc | AVGO | Shares | $336K | 1K |
| Meta Platforms Inc | META | Shares | $331K | 579 |
| Visa Inc | V | Shares | $296K | 980 |
| Vanguard Index Fds | VOO | Shares | $281K | 471 |
| Ventas Inc | VTR | Shares | $274K | 3K |
| Tesla Inc | TSLA | Shares | $269K | 722 |
| Vanguard Index Fds | VV | Shares | $254K | 849 |
| Abbvie Inc | ABBV | Shares | $249K | 1K |
| Invesco Qqq Tr | QQQ | Shares | $245K | 425 |
| Merck & Co Inc | MRK | Shares | $241K | 2K |
| Duke Energy Corp New | DUK | Shares | $228K | 2K |
| Welltower Inc | WELL | Shares | $227K | 1K |
| Walmart Inc | WMT | Shares | $220K | 2K |
| Wipro Ltd | WIT | Shares | $24K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.