Hilltop Wealth Advisors, LLC Portfolio Holdings

Hilltop Wealth Advisors, LLC

  • $178 Million
  • Q2 2025

Hilltop Wealth Advisors, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $178 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $36.3M, J P Morgan ETF Tr Nasdaq Equit with a value of $25.3M, Ishares Core S&P 500 ETF with a value of $21.7M, Vanguard Ftse Developed Market with a value of $14.2M, and Select Sector Spdr Fund Health with a value of $11.5M.

Examining the 13F form we can see an increase of $1.04M in the current position value, from $177M to 178M.

Below you can find more details about Hilltop Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Million
ETFs: $165 Million
Technology: $8.85 Million
Financial Services: $1.05 Million
Communication Services: $982,000
Healthcare: $732,000
Energy: $674,000
Consumer Cyclical: $480,000
Industrials: $211,000
Other: $205,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$253B
$3.14 Million 1.77% of portfolio
10,656
Q2 2025 Added 3.25%
$3.77T
$2.79 Million 1.57% of portfolio
5,606
Q2 2025 Added 5.99%
$3.45T
$1.4 Million 0.79% of portfolio
6,836
Q2 2025 Reduced 8.22%
$416B
$1.32 Million 0.74% of portfolio
8,337
Q2 2025 Added 24.96%
$53.5B
$674,000 0.38% of portfolio
37,180
Q1 2024 New
$2.32T
$480,000 0.27% of portfolio
2,192
Q2 2025 Reduced 9.68%
$1.58T
$390,000 0.22% of portfolio
529
Q2 2025 Added 5.59%
$1.14T
$373,000 0.21% of portfolio
2,118
Q2 2025 Added 9.46%
$622B
$373,000 0.21% of portfolio
769
Q2 2025 Added 24.64%
$575B
$353,000 0.2% of portfolio
995
Q2 2025 Added 4.41%
$855B
$322,000 0.18% of portfolio
1,112
Q2 2025 Reduced 6.24%
$220B
$268,000 0.15% of portfolio
1,977
Q2 2025 Added 1.44%
$439B
$227,000 0.13% of portfolio
1,492
Q2 2025 Reduced 70.61%
$331B
$237,000 0.13% of portfolio
1,278
Q2 2025 Added 0.71%
$113B
$206,000 0.12% of portfolio
748
Q2 2025 New
$221B
$219,000 0.12% of portfolio
1,770
Q2 2025 New
$283B
$211,000 0.12% of portfolio
823
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $178 Million
  • Prior Value $177 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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