Hilltop Wealth Advisors, LLC 13F Holdings · Q2 2026
Hilltop Wealth Advisors, LLC reported 73 securities worth $202.22M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IUSG (21.24%), IVV (13.05%), VEA (9.00%). Among its top 25 positions this quarter: 1 new, 10 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | $43.0M | 21.24% | 228,398 | Trimmed |
| 2 | IVV | ISHARES TR | $26.4M | 13.05% | 35,233 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $18.2M | 9.00% | 255,515 | Trimmed |
| 4 | XLV | SELECT SECTOR SPDR TR | $16.7M | 8.25% | 105,190 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $6.8M | 3.36% | 113,991 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $6.7M | 3.33% | 33,620 | Added |
| 7 | SUSA | ISHARES TR | $6.2M | 3.05% | 39,993 | Trimmed |
| 8 | SCHM | SCHWAB STRATEGIC TR | $5.6M | 2.79% | 152,811 | Added |
| 9 | IUSV | ISHARES TR | $5.1M | 2.51% | 46,125 | Added |
| 10 | IVE | ISHARES TR | $4.5M | 2.23% | 19,874 | Trimmed |
| 11 | VO | VANGUARD INDEX FDS | $4.3M | 2.12% | 53,280 | Added |
| 12 | IVW | ISHARES TR | $4.0M | 1.99% | 29,299 | Trimmed |
| 13 | ESGD | ISHARES TR | $3.7M | 1.81% | 35,550 | Trimmed |
| 14 | MGK | VANGUARD WORLD FD | $3.6M | 1.77% | 40,715 | Added |
| 15 | IWR | ISHARES TR | $3.3M | 1.64% | 30,033 | Added |
| 16 | MGC | VANGUARD WORLD FD | $3.2M | 1.60% | 11,818 | Hold |
| 17 | NTAP | NETAPP INC | $2.9M | 1.43% | 18,634 | New |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $2.9M | 1.41% | 10,175 | Trimmed |
| 19 | IDEV | ISHARES TR | $2.8M | 1.39% | 31,677 | Trimmed |
| 20 | AAPL | APPLE INC | $2.6M | 1.28% | 8,928 | Added |
| 21 | MGV | VANGUARD WORLD FD | $2.4M | 1.20% | 14,892 | Hold |
| 22 | XJH | ISHARES TR | $2.2M | 1.08% | 41,740 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $2.0M | 1.00% | 5,435 | Trimmed |
| 24 | ESGE | ISHARES INC | $1.6M | 0.79% | 29,187 | Trimmed |
| 25 | SPEM | SPDR INDEX SHS FDS | $1.1M | 0.56% | 21,910 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR