Hilltop Wealth Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Hilltop Wealth Advisors, LLC reported 73 stock positions worth $199.9 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 21.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.2%) and Vanguard Ftse Developed ETF (VEA, 9.1%). Compared with Q1 2026, it opened 21 new positions, sold out of 1, added to 21 and reduced 19. The biggest buy was a new position in Netapp (NTAP) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −3%).

Most Recent 13F
Q2 2026
Location
CHAPEL HILL, NC
CIK
0001786241
Portfolio Value
$199.9M (Q2 2026)
SEC Filing
0002085853-26-000997 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $195.6M Q1 2024 Q2 2024: $199.3M Q2 2024 Q3 2024: $214.3M Q3 2024 Q4 2024: $197.8M Q4 2024 Q1 2025: $177.1M Q1 2025 Q2 2025: $178.0M Q2 2025 Q3 2025: $191.9M Q3 2025 Q4 2025: $199.1M Q4 2025 Q1 2026: $166.9M Q1 2026 Q2 2026: $199.9M $199.9M Q2 2026

Holdings 73 stocks · $199.9M
IUSG iShares Core S&P U.S. Growth 21.49% 228,398 $43.0M Reduce -5.3%
IVV iShares Core S&P 500 ETF 13.20% 35,233 $26.4M Reduce -3.2%
VEA Vanguard Ftse Developed ETF 9.11% 255,515 $18.2M Reduce -0.1%
XLV SS Health Care Select Sector 8.35% 105,190 $16.7M Add +9.0%
VWO Vanguard Ftse Emerging Marke 3.40% 113,991 $6.8M Add +2.7%
SUSA iShares ESG Optimized MSCI U 3.09% 39,993 $6.2M Reduce -4.1%
SCHM Schwab US Mid Cap ETF 2.82% 152,811 $5.6M Add +0.3%
IUSV iShares Core S&P U.S. Value 2.54% 46,125 $5.1M Add +13.8%
IVE iShares S&P 500 Value ETF 2.26% 19,874 $4.5M Reduce -2.0%
NVDA Nvidia Corp. 2.18% 21,820 $4.4M Add +2.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.15% 53,280 $4.3M No change
IVW iShares S&P 500 Growth ETF 2.02% 29,299 $4.0M Reduce -1.8%
ESGD iShares Trust iShares ESG Aw 1.83% 35,550 $3.7M Reduce -0.3%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 1.79% 40,715 $3.6M Reduce -1.6%
IWR iShares Russell Mid-Cap ETF 1.66% 30,033 $3.3M Add +6.7%
MGC Vngrd Mrngstr MG Cap ETF-Usd 1.62% 11,818 $3.2M No change
NTAP Netapp Inc. 1.44% 18,634 $2.9M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.43% 10,175 $2.9M Reduce -0.8%
IDEV iShares Core MSCI Dev MKTS 1.41% 31,677 $2.8M Reduce -2.0%
AAPL Apple Inc. 1.29% 8,928 $2.6M Add +7.2%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 1.22% 14,892 $2.4M No change
XJH Ishare ESG SS S&P Midcap ETF 1.09% 41,740 $2.2M Reduce -4.7%
MSFT Microsoft Corp. 1.01% 5,435 $2.0M Reduce -0.1%
ESGE iShares Inc. iShares ESG Awar 0.80% 29,187 $1.6M Reduce -0.0%
SPEM State Street SP PTF Em ETF 0.57% 21,910 $1.1M Add +1.9%
GOOGL Alphabet Inc. Class A 0.55% 3,069 $1.1M Add +14.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.55% 12,725 $1.1M Reduce -0.1%
IJH iShares Core S&P Midcap ETF 0.50% 12,835 $990K No change
SCHG Schwab US Large-Cap Growth 0.38% 22,484 $761K Reduce -0.7%
AMZN Amazon.com Inc. 0.37% 3,125 $745K Add +23.3%
ET Energy Transfer LP 0.36% 37,180 $711K No change
IEFA iShares Core MSCI Eafe ETF 0.33% 6,829 $660K Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.30% 1,210 $605K Add +47.4%
GOOG Alphabet Inc. Class C 0.30% 1,691 $598K New
MCK McKesson Corp. 0.27% 715 $540K New
MU Micron Technology Inc. 0.26% 444 $513K New
SCHX Schwab US Large-Cap ETF 0.26% 17,364 $511K New
JPM JPMorgan Chase & Co. 0.25% 1,533 $502K Add +17.3%
PULS Pgim Ultra Short Bond ETF 0.25% 10,078 $499K No change
BOND PIMCO Active Bond Exchange-T 0.25% 5,406 $498K New
OEF iShares S&P 100 ETF 0.24% 1,288 $471K Reduce -5.4%
DSI iShares ESG MSCI KLD 400 ETF 0.23% 3,268 $465K No change
AVGO Broadcom Inc. 0.23% 1,224 $462K Add +12.7%
JNJ Johnson & Johnson 0.23% 1,814 $461K Add +7.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 543 $405K Add +0.6%
V Visa Inc. Class A 0.20% 1,152 $395K Add +17.6%
MUB iShares National Muni Bond E 0.19% 3,522 $379K No change
META Meta Platforms Inc. Class A 0.18% 654 $368K Add +12.9%
ACWX iShares MSCI Acwi Ex US ETF 0.17% 4,569 $348K New
GE General Electric filed as GE AEROSPACE 0.17% 913 $341K New
INTC Intel Corp. 0.17% 2,388 $333K New
VOO Vanguard S&P 500 ETF 0.16% 471 $323K No change
QQQ Invesco QQQ Trust Series 1 0.16% 425 $313K No change
ABBV Abbvie Inc. 0.15% 1,220 $307K Add +6.5%
TSLA Tesla Inc. 0.15% 722 $304K No change
VTR Ventas Inc. 0.15% 3,379 $300K Add +0.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.15% 849 $292K No change
GEV GE Vernova Inc. 0.15% 247 $290K New
TSM Taiwan Semiconductor-SP ADR 0.14% 580 $277K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.14% 138 $275K New
AGG iShares Core U.S. Aggregate 0.14% 2,768 $274K New
WELL Welltower Inc. 0.13% 1,168 $265K Add +1.9%
RY Royal Bank of Canada 0.13% 1,240 $257K New
MRK Merck & Co. Inc. 0.13% 1,950 $251K Reduce -2.8%
LLY Eli Lilly & Co. 0.12% 196 $235K New
AMD Advanced Micro Devices 0.12% 399 $232K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 2,372 $228K New
DUK Duke Energy Corp. 0.11% 1,730 $219K Reduce -0.7%
WMT Walmart Inc. 0.11% 1,917 $217K Add +8.5%
VXF Vanguard Extended Market ETF 0.10% 849 $209K New
USHY iShares Broad Usd High Yield 0.10% 5,524 $204K New
KO The Coca-Cola Co. 0.10% 2,513 $204K New
BKLN Invesco Senior Loan ETF 0.10% 9,935 $202K New

Options reported separately and not counted above: NVDA puts ($2.4M).

Portfolio Sells Q1 2026 → Q2 2026
IVV iShares Core S&P 500 ETF Reduce -3.2% 13.20% −1.04
IUSG iShares Core S&P U.S. Growth Reduce -5.3% 21.49% −0.93
VEA Vanguard Ftse Developed ETF Reduce -0.1% 9.11% −0.72
IVE iShares S&P 500 Value ETF Reduce -2.0% 2.26% −0.31
ESGD iShares Trust iShares ESG Aw Reduce -0.3% 1.83% −0.22
SUSA iShares ESG Optimized MSCI U Reduce -4.1% 3.09% −0.21
IDEV iShares Core MSCI Dev MKTS Reduce -2.0% 1.41% −0.21
MSFT Microsoft Corp. Reduce -0.1% 1.01% −0.19
XJH Ishare ESG SS S&P Midcap ETF Reduce -4.7% 1.09% −0.10
IBM Intl Business Machines Corp. Reduce -0.8% 1.43% −0.06
IEFA iShares Core MSCI Eafe ETF Reduce -0.2% 0.33% −0.04
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -1.6% 1.79% −0.03
DUK Duke Energy Corp. Reduce -0.7% 0.11% −0.03
OEF iShares S&P 100 ETF Reduce -5.4% 0.24% −0.02
MRK Merck & Co. Inc. Reduce -2.8% 0.13% −0.02
WIT Wipro Ltd.-ADR Sold out 0.00% −0.01
SCHG Schwab US Large-Cap Growth Reduce -0.7% 0.38% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.1% 0.55% −0.01
IVW iShares S&P 500 Growth ETF Reduce -1.8% 2.02% −0.01
ESGE iShares Inc. iShares ESG Awar Reduce -0.0% 0.80% +0.00

Portfolio Buys Q1 2026 → Q2 2026
NTAP Netapp Inc. New 1.44% +1.44
GOOG Alphabet Inc. Class C New 0.30% +0.30
MCK McKesson Corp. New 0.27% +0.27
MU Micron Technology Inc. New 0.26% +0.26
SCHX Schwab US Large-Cap ETF New 0.26% +0.26
BOND PIMCO Active Bond Exchange-T New 0.25% +0.25
ACWX iShares MSCI Acwi Ex US ETF New 0.17% +0.17
GE General Electric New 0.17% +0.17
INTC Intel Corp. New 0.17% +0.17
GEV GE Vernova Inc. New 0.15% +0.15
TSM Taiwan Semiconductor-SP ADR New 0.14% +0.14
ASML ASML Holding NV-NY Reg SHS New 0.14% +0.14
AGG iShares Core U.S. Aggregate New 0.14% +0.14
RY Royal Bank of Canada New 0.13% +0.13
LLY Eli Lilly & Co. New 0.12% +0.12
AMD Advanced Micro Devices New 0.12% +0.12
DIS The Walt Disney Co. New 0.11% +0.11
VXF Vanguard Extended Market ETF New 0.10% +0.10
USHY iShares Broad Usd High Yield New 0.10% +0.10
KO The Coca-Cola Co. New 0.10% +0.10
BKLN Invesco Senior Loan ETF New 0.10% +0.10
GOOGL Alphabet Inc. Class A Add +14.6% 0.55% +0.09
BRK.B Berkshire Hathaway Inc. Class B Add +47.4% 0.30% +0.07
IUSV iShares Core S&P U.S. Value Add +13.8% 2.54% +0.06
AMZN Amazon.com Inc. Add +23.3% 0.37% +0.06
AVGO Broadcom Inc. Add +12.7% 0.23% +0.03
AAPL Apple Inc. Add +7.2% 1.29% +0.03
JPM JPMorgan Chase & Co. Add +17.3% 0.25% +0.02
V Visa Inc. Class A Add +17.6% 0.20% +0.02
IWR iShares Russell Mid-Cap ETF Add +6.7% 1.66% +0.02
ABBV Abbvie Inc. Add +6.5% 0.15% +0.00
WELL Welltower Inc. Add +1.9% 0.13% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.6% 0.20% −0.01
SCHM Schwab US Mid Cap ETF Add +0.3% 2.82% −0.01
VTR Ventas Inc. Add +0.9% 0.15% −0.01
META Meta Platforms Inc. Class A Add +12.9% 0.18% −0.01
JNJ Johnson & Johnson Add +7.0% 0.23% −0.02
WMT Walmart Inc. Add +8.5% 0.11% −0.02
SPEM State Street SP PTF Em ETF Add +1.9% 0.57% −0.04
NVDA Nvidia Corp. Add +2.6% 2.18% −0.04
XLV SS Health Care Select Sector Add +9.0% 8.35% −0.13
VWO Vanguard Ftse Emerging Marke Add +2.7% 3.40% −0.19

Options Activity Q1 2026 → Q2 2026
NVDA Nvidia Corp. put New 11,800 $2.4M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 73$199.9MIUSG, IVV, VEA, XLV, VWO
Q1 2026 53$166.9MIUSG, IVV, VEA, XLV, VWO
Q4 2025 54$199.1MIUSG, IVV, VEA, XLV, FENY
Q3 2025 51$191.9MIUSG, IVV, VEA, XLV, FENY
Q2 2025 51$178.0MIUSG, JEPQ, IVV, VEA, XLV
Q1 2025 51$177.1MIUSG, JEPQ, IVV, IJR, XLV
Q4 2024 51$197.8MIUSG, JEPQ, VTEB, IVV, IJR
Q3 2024 51$214.3MIUSG, JEPQ, VTEB, IVV, IJR
Q2 2024 52$199.3MIUSG, JEPQ, VTEB, IVV, IJR
Q1 2024 50$195.6MIUSG, VTEB, IVV, IJR, BLV