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Latest HILLTOP WEALTH ADVISORS, LLC Stock Portfolio

$202Million | No. of Holdings #73

HILLTOP WEALTH ADVISORS, LLC Performance

2026 Q2+3.24%
YTD-1.23%
2025+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 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, HILLTOP WEALTH ADVISORS, LLC reported an equity portfolio of $202.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of HILLTOP WEALTH ADVISORS, LLC are IJR, IJR, VEA. The fund has invested 21.2% of it's portfolio in ISHARES TR and 13.1% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off WIPRO LTD (WIT) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (DMXF) and ISHARES TR (AAXJ). HILLTOP WEALTH ADVISORS, LLC opened new stock positions in NETAPP INC (NTAP), ALPHABET INC (GOOG) and MCKESSON CORP (MCK). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (EDV) and BERKSHIRE HATHAWAY INC DEL.
HILLTOP WEALTH ADVISORS, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$202Million
  as of Aug 14, 2026

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

Our best estimate is that HILLTOP WEALTH ADVISORS, LLC made a return of 3.24% in the last quarter. In trailing 12 months, it's portfolio return was 13.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
netapp inc2,883,800
alphabet inc597,533
mckesson corp540,254
micron technology inc512,505
schwab strategic tr511,023
pimco etf tr498,487
ishares tr347,747
ge aerospace341,215
New stocks bought by HILLTOP WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
vanguard index fds499
vanguard world fd391
vanguard index fds300
berkshire hathaway inc del47.38
amazon com inc23.27
visa inc17.55
jpmorgan chase & co17.29
alphabet inc14.56
Additions to existing portfolio by HILLTOP WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
ishares tr-5.43
ishares tr-5.33
ishares tr-4.69
ishares tr-4.08
ishares tr-3.2
merck & co inc-2.84
ishares tr-2.04
ishares tr-1.99
HILLTOP WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
wipro ltd-24,308
HILLTOP WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

HILLTOP WEALTH ADVISORS, LLC has about 87.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others87.6
Technology8.1
Communication Services1.1

Market Cap. Distribution

HILLTOP WEALTH ADVISORS, LLC has about 12.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.7
MEGA-CAP9.7
LARGE-CAP2.6

Stocks belong to which Index?

About 11.9% of the stocks held by HILLTOP WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88.1
S&P 50011.9
Top 5 Winners (%)%
QQQ
invesco qqq tr
27.5 %
GOOG
alphabet inc
22.4 %
IJR
ishares tr
21.4 %
IJR
ishares tr
20.7 %
AVGO
broadcom inc
20.6 %
Top 5 Winners ($)$
IJR
ishares tr
7.7 M
IJR
ishares tr
3.4 M
VEA
vanguard tax-managed fds
1.8 M
XLB
select sector spdr tr
1.2 M
AAXJ
ishares tr
0.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
EDV
vanguard world fd
-65.7 %
VB
vanguard index fds
-61.6 %
WMT
walmart inc
-8.6 %
DUK
duke energy corp new
-3.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-6.9 M
EDV
vanguard world fd
-6.8 M
VB
vanguard index fds
-2.6 M
WMT
walmart inc
0.0 M
DUK
duke energy corp new
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 73 stocks in it's portfolio. About 67.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for HILLTOP WEALTH ADVISORS, LLC last quarter.

$199.86MTotal Value
74.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of HILLTOP WEALTH ADVISORS, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HILLTOP WEALTH ADVISORS, LLC's holding in Ishares Tr over time
3.05%39,993
$6.17M
3.05%
decreased 4.08 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HILLTOP WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.23%3,268
$465.3K
0.23%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HILLTOP WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.19%3,522
$379.1K
0.19%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HILLTOP WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.17%4,569
$347.7K
0.17%
new position
AGT
Ishares Tr

Ishares Tr

AGT
HILLTOP WEALTH ADVISORS, LLC's holding in Ishares Tr over time
1.81%35,550
$3.65M
1.81%
decreased 0.35 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
HILLTOP WEALTH ADVISORS, LLC's holding in Ishares Tr over time
1.39%31,677
$2.82M
1.39%
decreased 1.99 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
HILLTOP WEALTH ADVISORS, LLC's holding in Asml Hldg Nv over time
0.14%138
$274.5K
0.14%
new position
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
HILLTOP WEALTH ADVISORS, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0.1%9,935
$202.4K
0.1%
new position
BGRN
Ishares Tr

Ishares Tr

BGRN
HILLTOP WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.1%5,524
$204.5K
0.1%
new position
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
HILLTOP WEALTH ADVISORS, LLC's holding in Pimco Etf Tr over time
0.25%5,406
$498.5K
0.25%
new position
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
HILLTOP WEALTH ADVISORS, LLC's holding in Spdr Index Shs Fds over time
0.56%21,910
$1.13M
0.56%
increased 1.91 percentadded
DMXF
Ishares Tr

Ishares Tr

DMXF
HILLTOP WEALTH ADVISORS, LLC's holding in Ishares Tr over time
1.08%41,740
$2.18M
1.08%
decreased 4.69 percentreduced
EDV
Vanguard World Fd

Vanguard World Fd

EDV
HILLTOP WEALTH ADVISORS, LLC's holding in Vanguard World Fd over time
1.77%40,715
$3.58M
1.77%
increased 391.96 percentadded