Hilltop Wealth Advisors, LLC Portfolio Holdings

Hilltop Wealth Advisors, LLC

  • $192 Million
  • Q3 2025

Hilltop Wealth Advisors, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $192 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 $39.7M, Ishares Core S&P 500 ETF with a value of $24.3M, Vanguard Ftse Developed Market with a value of $15.5M, Select Sector Spdr Fund Health with a value of $12.9M, and Fidelity Covington Tr Msci Ene with a value of $12.9M.

Examining the 13F form we can see an increase of $13.8M in the current position value, from $178M to 192M.

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

Portfolio value $192 Million
ETFs: $164 Million
Technology: $17.4 Million
Communication Services: $4.28 Million
Consumer Cyclical: $3.39 Million
Financial Services: $1.43 Million
Healthcare: $885,000
Energy: $638,000
Real Estate: $230,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$208B
$202,000 0.11% of portfolio
1,769
Q3 2025 Reduced 0.06%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $192 Million
  • Prior Value $178 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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