Latest HILLTOP WEALTH ADVISORS, LLC Stock Portfolio

HILLTOP WEALTH ADVISORS, LLC Performance:

2026 Q1: -4.33%YTD: -4.33%2025: 20.02%

Performance for 2026 Q1 is -4.33%, and YTD is -4.33%, and 2025 is 20.02%.

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 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, HILLTOP WEALTH ADVISORS, LLC reported an equity portfolio of $166.9 Millions as of 31 Mar, 2026.

The top stock holdings of HILLTOP WEALTH ADVISORS, LLC are IJR, IJR, VEA. The fund has invested 22.4% of it's portfolio in ISHARES TR and 14.2% of portfolio in ISHARES TR.

The fund managers got completely rid off FIDELITY COVINGTON TRUST (FBCG), J P MORGAN EXCHANGE TRADED F and DISNEY WALT CO (DIS) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), AMAZON COM INC (AMZN) and APPLE INC (AAPL). HILLTOP WEALTH ADVISORS, LLC opened new stock positions in PGIM ETF TR (PAB), DUKE ENERGY CORP NEW (DUK) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), ISHARES INC (EMGF) and SPDR INDEX SHS FDS (CWI).

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

Our best estimate is that HILLTOP WEALTH ADVISORS, LLC made a return of -4.33% in the last quarter. In trailing 12 months, it's portfolio return was 19.66%.

Performance
S&P 500

New Buys

Ticker	$ Bought
pgim etf tr	498,861
duke energy corp new	228,084
walmart inc	219,603
wipro ltd	24,308

New stocks bought by HILLTOP WEALTH ADVISORS, LLC

Additions

Ticker	% Inc.
vanguard intl equity index f	58.45
ishares inc	57.00
spdr index shs fds	46.44
broadcom inc	17.92
johnson & johnson	9.7
merck & co inc	5.35
ishares tr	5.28
meta platforms inc	4.7

Additions to existing portfolio by HILLTOP WEALTH ADVISORS, LLC

Reductions

Ticker	% Reduced
alphabet inc	-83.02
amazon com inc	-82.65
apple inc	-58.59
microsoft corp	-45.41
tesla inc	-30.38
schwab strategic tr	-17.22
nvidia corporation	-8.56
ishares tr	-5.91

HILLTOP WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
fidelity covington trust	-13,227,700
j p morgan exchange traded f	-963,571
disney walt co	-226,835
abbott labs	-214,651
royal bk cda	-203,395

HILLTOP WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

HILLTOP WEALTH ADVISORS, LLC has about 90.5% of it's holdings in Others sector.

Sector	%
Others	90.5
Technology	6.4

Market Cap. Distribution

HILLTOP WEALTH ADVISORS, LLC has about 8.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	90.5
MEGA-CAP	8.6

Stocks belong to which Index?

About 9% of the stocks held by HILLTOP WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	91
S&P 500	9

Top 5 Winners (%)		%
JNJ	johnson & johnson	17.2 %
ET	energy transfer l p	17.0 %
MRK	merck & co inc	13.8 %
WELL	welltower inc	6.4 %
VTR	ventas inc	5.7 %

Top 5 Winners ($)		$
VEA	vanguard tax-managed fds	0.4 M
FNDA	schwab strategic tr	0.1 M
ET	energy transfer l p	0.1 M
JNJ	johnson & johnson	0.1 M
EDV	vanguard world fd	0.1 M

Top 5 Losers (%)		%
IBM	international business machs	-18.1 %
MSFT	microsoft corp	-18.1 %
TSLA	tesla inc	-14.7 %
V	visa inc	-13.8 %
META	meta platforms inc	-13.1 %

Top 5 Losers ($)		$
IJR	ishares tr	-3.1 M
IJR	ishares tr	-1.2 M
MSFT	microsoft corp	-0.9 M
XLB	select sector spdr tr	-0.8 M
IBM	international business machs	-0.6 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 53 stocks in it's portfolio. About 72% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for HILLTOP WEALTH ADVISORS, LLC last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.27	8,331	2,114,230	reduced	-58.59

AAXJ	ishares tr	3.30	41,692	5,507,480	reduced	-0.65

AAXJ	ishares tr	0.24	3,268	396,049	unchanged	0.00

AAXJ	ishares tr	0.22	3,522	373,881	unchanged	0.00

ABBV	abbvie inc	0.15	1,146	249,307	added	1.42

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	2.04	35,675	3,411,220	added	0.1

AGT	ishares tr	1.62	32,319	2,700,920	reduced	-3.18

AMZN	amazon com inc	0.32	2,535	528,067	reduced	-82.65

AVGO	broadcom inc	0.20	1,086	336,128	added	17.92

CWI	spdr index shs fds	0.60	21,500	1,008,560	added	46.44

DIS	disney walt co	0.00	0.00	0.00	sold off	-100

DMXF	ishares tr	1.19	43,793	1,986,890	reduced	-1.15

DUK	duke energy corp new	0.14	1,742	228,084	new

EDV	vanguard world fd	1.82	8,276	3,040,930	reduced	-1.3

EDV	vanguard world fd	1.67	11,818	2,793,080	reduced	-1.85

EDV	vanguard world fd	1.29	14,892	2,158,540	reduced	-0.26

EMGF	ishares inc	0.80	29,194	1,327,450	added	57.00

ET	energy transfer l p	0.43	37,180	717,574	unchanged	0.00

FBCG	fidelity covington trust	0.00	0.00	0.00	sold off	-100