HILLTOP WEALTH ADVISORS, LLC

Est. AUM

$166.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P US GWT	$37.4M	241251	22.42%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$23.8M	36399	14.25%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$16.4M	255880	9.83%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET HEA	$14.1M	96481	8.48%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.0M	110975	3.59%	SOLE
6	ISHARES TR	ESG OPTIMIZED	$5.5M	41692	3.30%	SOLE
7	SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.7M	152398	2.83%	SOLE
8	ISHARES TR	S&P 500 VAL ETF	$4.3M	20288	2.57%	SOLE
9	ISHARES TR	CORE S&P US VLU	$4.1M	40537	2.48%	SOLE
10	VANGUARD INDEX FDS	MID CAP ETF	$3.8M	13320	2.29%	SOLE
11	NVIDIA CORPORATION	COM	$3.7M	21265	2.22%	SOLE
12	ISHARES TR	ESG AW MSCI EAFE	$3.4M	35675	2.04%	SOLE
13	ISHARES TR	S&P 500 GRWT ETF	$3.4M	29843	2.02%	SOLE
14	VANGUARD WORLD FD	MEGA GRWTH IND	$3.0M	8276	1.82%	SOLE
15	VANGUARD WORLD FD	MEGA CAP INDEX	$2.8M	11818	1.67%	SOLE
16	ISHARES TR	RUS MID CAP ETF	$2.7M	28151	1.64%	SOLE
17	ISHARES TR	CORE MSCI INTL	$2.7M	32319	1.62%	SOLE
18	INTERNATIONAL BUSINESS MACHS	COM	$2.5M	10254	1.49%	SOLE
19	VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.2M	14892	1.29%	SOLE
20	APPLE INC	COM	$2.1M	8331	1.27%	SOLE
21	MICROSOFT CORP	COM	$2.0M	5442	1.21%	SOLE
22	ISHARES TR	ESG SELECT SCRE	$2.0M	43793	1.19%	SOLE
23	ISHARES INC	ESG AWR MSCI EM	$1.3M	29194	0.80%	SOLE
24	SPDR INDEX SHS FDS	STATE STREET SPD	$1.0M	21500	0.60%	SOLE
25	VANGUARD INDEX FDS	GROWTH ETF	$928K	2124	0.56%	SOLE
26	ISHARES TR	CORE S&P MCP ETF	$867K	12835	0.52%	SOLE
27	ALPHABET INC	CAP STK CL A	$770K	2679	0.46%	SOLE
28	ENERGY TRANSFER L P	COM UT LTD PTN	$718K	37180	0.43%	SOLE
29	SCHWAB STRATEGIC TR	US LCAP GR ETF	$659K	22630	0.39%	SOLE
30	ISHARES TR	CORE MSCI EAFE	$619K	6840	0.37%	SOLE
31	AMAZON COM INC	COM	$528K	2535	0.32%	SOLE
32	PGIM ETF TR	PGIM ULTRA SH BD	$499K	10078	0.30%	SOLE
33	ISHARES TR	S&P 100 ETF	$433K	1362	0.26%	SOLE
34	JOHNSON & JOHNSON	COM	$415K	1696	0.25%	SOLE
35	ISHARES TR	ESG MSCI KLD 400	$396K	3268	0.24%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$393K	821	0.24%	SOLE
37	JPMORGAN CHASE & CO	COM	$385K	1307	0.23%	SOLE
38	ISHARES TR	NATIONAL MUN ETF	$374K	3522	0.22%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$351K	540	0.21%	SOLE
40	BROADCOM INC	COM	$336K	1086	0.20%	SOLE
41	META PLATFORMS INC	CL A	$331K	579	0.20%	SOLE
42	VISA INC	COM CL A	$296K	980	0.18%	SOLE
43	VANGUARD INDEX FDS	S&P 500 ETF SHS	$281K	471	0.17%	SOLE
44	VENTAS INC	COM	$274K	3349	0.16%	SOLE
45	TESLA INC	COM	$269K	722	0.16%	SOLE
46	VANGUARD INDEX FDS	LARGE CAP ETF	$254K	849	0.15%	SOLE
47	ABBVIE INC	COM	$249K	1146	0.15%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$245K	425	0.15%	SOLE
49	MERCK & CO INC	COM	$241K	2007	0.14%	SOLE
50	DUKE ENERGY CORP NEW	COM NEW	$228K	1742	0.14%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.