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Latest HILLTOP WEALTH ADVISORS, LLC Stock Portfolio

HILLTOP WEALTH ADVISORS, LLC Performance:
2025 Q4: 3.05%YTD: 14.04%2024: 6.76%
Performance for 2025 Q4 is 3.05%, and YTD is 14.04%, and 2024 is 6.76%.

About HILLTOP WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

HILLTOP WEALTH ADVISORS, LLC is a hedge fund based in CHAPEL HILL, NC. On 26-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $377.9 Millions. In it's latest 13F Holdings report, HILLTOP WEALTH ADVISORS, LLC reported an equity portfolio of $199.1 Millions as of 31 Dec, 2025.

The top stock holdings of HILLTOP WEALTH ADVISORS, LLC are IJR, IJR, VEA. The fund has invested 20.1% of it's portfolio in ISHARES TR and 12.5% of portfolio in ISHARES TR.

They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, ABBVIE INC (ABBV) and ABBOTT LABS (ABT). HILLTOP WEALTH ADVISORS, LLC opened new stock positions in WELLTOWER INC (WELL), ROYAL BK CDA and MERCK & CO INC (MRK). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), JPMORGAN CHASE & CO. (JPM) and DISNEY WALT CO (DIS).

HILLTOP WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that HILLTOP WEALTH ADVISORS, LLC made a return of 3.05% in the last quarter. In trailing 12 months, it's portfolio return was 14.04%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
welltower inc206,770
royal bk cda203,395
merck & co inc200,546
New stocks bought by HILLTOP WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
tesla inc70.56
jpmorgan chase & co.13.29
disney walt co12.72
broadcom inc12.59
ishares tr7.65
ishares tr5.7
alphabet inc4.69
nvidia corporation3.78
Additions to existing portfolio by HILLTOP WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
berkshire hathaway inc del-45.83
j p morgan exchange traded f-16.56
abbvie inc-13.28
abbott labs-13.09
johnson & johnson-10.84
ishares inc-7.04
ishares tr-4.92
vanguard world fd-2.64
HILLTOP WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by HILLTOP WEALTH ADVISORS, LLC

Sector Distribution

HILLTOP WEALTH ADVISORS, LLC has about 84.8% of it's holdings in Others sector.

Sector%
Others84.8
Technology9
Communication Services2.8
Consumer Cyclical1.9

Market Cap. Distribution

HILLTOP WEALTH ADVISORS, LLC has about 15.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED84.8
MEGA-CAP12.9
LARGE-CAP2.3

Stocks belong to which Index?

About 14.8% of the stocks held by HILLTOP WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others85.2
S&P 50014.8
Top 5 Winners (%)%
GOOG
alphabet inc
27.9 %
XLB
select sector spdr tr
11.1 %
JNJ
johnson & johnson
11.0 %
VTR
ventas inc
10.5 %
AAPL
apple inc
6.7 %
Top 5 Winners ($)$
XLB
select sector spdr tr
1.5 M
GOOG
alphabet inc
1.1 M
IJR
ishares tr
0.8 M
VEA
vanguard tax-managed fds
0.7 M
IJR
ishares tr
0.6 M
Top 5 Losers (%)%
META
meta platforms inc
-10.0 %
MSFT
microsoft corp
-6.5 %
ABT
abbott labs
-6.0 %
ET
energy transfer l p
-3.9 %
ABBV
abbvie inc
-1.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.3 M
VB
vanguard index fds
0.0 M
META
meta platforms inc
0.0 M
VEU
vanguard intl equity index f
0.0 M
ET
energy transfer l p
0.0 M

HILLTOP WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HILLTOP WEALTH ADVISORS, LLC

HILLTOP WEALTH ADVISORS, LLC has 54 stocks in it's portfolio. About 68% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for HILLTOP WEALTH ADVISORS, LLC last quarter.

Last Reported on: 14 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions