Hilltop Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Hilltop Wealth Advisors, LLC reported 54 stock positions worth $199.1 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 20.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 12.5%) and Vanguard Ftse Developed ETF (VEA, 8.3%). Compared with Q3 2025, it opened 3 new positions, added to 21 and reduced 23. The biggest buy was SS Health Care Select Sector (XLV, shares +3%) and the biggest sale iShares Core S&P U.S. Growth (IUSG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHAPEL HILL, NC
- CIK
- 0001786241
- Portfolio Value
- $199.1M (Q4 2025)
- SEC Filing
- 0001786241-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 54 stocks · $199.1M
| IUSG iShares Core S&P U.S. Growth | 20.12% | 238,577 | $40.1M | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 12.54% | 36,453 | $25.0M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 8.27% | 263,486 | $16.5M | Add +2.1% |
| XLV SS Health Care Select Sector | 7.42% | 95,432 | $14.8M | Add +2.6% |
| FENY Fidelity MSCI Energy Index | 6.64% | 534,019 | $13.2M | Add +2.3% |
| SUSA iShares ESG Optimized MSCI U | 2.94% | 41,964 | $5.8M | Reduce -2.2% |
| AAPL Apple Inc. | 2.75% | 20,118 | $5.5M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 2.48% | 15,774 | $4.9M | Add +4.7% |
| MSFT Microsoft Corp. | 2.42% | 9,968 | $4.8M | Add +2.6% |
| SCHM Schwab US Mid Cap ETF | 2.41% | 159,319 | $4.8M | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 2.22% | 20,883 | $4.4M | Reduce -2.0% |
| IUSV iShares Core S&P U.S. Value | 2.21% | 42,862 | $4.4M | Add +5.7% |
| NVDA Nvidia Corp. | 2.18% | 23,256 | $4.3M | Add +3.8% |
| IVW iShares S&P 500 Growth ETF | 1.94% | 31,369 | $3.9M | Reduce -4.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.94% | 13,320 | $3.9M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 1.89% | 70,037 | $3.8M | Reduce -0.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.74% | 8,385 | $3.5M | Reduce -2.6% |
| ESGD iShares Trust iShares ESG Aw | 1.70% | 35,641 | $3.4M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.69% | 14,615 | $3.4M | Add +2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.53% | 10,280 | $3.0M | Add +0.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.52% | 12,041 | $3.0M | Reduce -0.7% |
| IWR iShares Russell Mid-Cap ETF | 1.45% | 29,919 | $2.9M | Add +7.7% |
| IDEV iShares Core MSCI Dev MKTS | 1.38% | 33,379 | $2.8M | Reduce -0.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.06% | 14,931 | $2.1M | Reduce -1.6% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.99% | 44,302 | $2.0M | Add +1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.53% | 2,148 | $1.0M | Reduce -0.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.48% | 16,579 | $964K | Reduce -16.6% |
| SCHG Schwab US Large-Cap Growth | 0.45% | 27,339 | $892K | Reduce -1.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.41% | 18,595 | $821K | Reduce -7.0% |
| IJH iShares Core S&P Midcap ETF | 0.40% | 12,191 | $805K | No change |
| SPEM State Street SP PTF Em ETF | 0.35% | 14,682 | $687K | Reduce -1.3% |
| ET Energy Transfer LP | 0.31% | 37,180 | $613K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 6,840 | $612K | Reduce -2.6% |
| OEF iShares S&P 100 ETF | 0.23% | 1,362 | $467K | No change |
| TSLA Tesla Inc. | 0.23% | 1,037 | $466K | Add +70.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.21% | 3,268 | $421K | No change |
| JPM JPMorgan Chase & Co. | 0.21% | 1,270 | $409K | Add +13.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 805 | $405K | Reduce -45.8% |
| MUB iShares National Muni Bond E | 0.19% | 3,522 | $377K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 540 | $368K | No change |
| META Meta Platforms Inc. Class A | 0.18% | 553 | $365K | Reduce -1.4% |
| V Visa Inc. Class A | 0.17% | 964 | $338K | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.16% | 1,546 | $320K | Reduce -10.8% |
| AVGO Broadcom Inc. | 0.16% | 921 | $319K | Add +12.6% |
| VOO Vanguard S&P 500 ETF | 0.15% | 477 | $299K | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 449 | $276K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 849 | $267K | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.13% | 1,130 | $258K | Reduce -13.3% |
| VTR Ventas Inc. | 0.13% | 3,316 | $257K | Add +0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 1,994 | $227K | Add +12.7% |
| ABT Abbott Laboratories | 0.11% | 1,713 | $215K | Reduce -13.1% |
| WELL Welltower Inc. | 0.10% | 1,114 | $207K | New |
| RY Royal Bank of Canada | 0.10% | 1,193 | $203K | New |
| MRK Merck & Co. Inc. | 0.10% | 1,905 | $201K | New |
Portfolio Sells Q3 2025 → Q4 2025
| IUSG iShares Core S&P U.S. Growth | Reduce -1.2% | 20.12% | −0.58 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -45.8% | 0.20% | −0.19 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.9% | 1.94% | −0.13 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -16.6% | 0.48% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 1.94% | −0.11 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.5% | 1.89% | −0.10 |
| SUSA iShares ESG Optimized MSCI U | Reduce -2.2% | 2.94% | −0.10 |
| IVE iShares S&P 500 Value ETF | Reduce -2.0% | 2.22% | −0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.6% | 1.74% | −0.07 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -7.0% | 0.41% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 0.18% | −0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -1.6% | 1.06% | −0.03 |
| ABT Abbott Laboratories | Reduce -13.1% | 0.11% | −0.03 |
| ABBV Abbvie Inc. | Reduce -13.3% | 0.13% | −0.03 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -0.7% | 1.52% | −0.02 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -0.6% | 1.38% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -1.3% | 0.35% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.9% | 0.45% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 0.53% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.6% | 0.31% | −0.01 |
| JNJ Johnson & Johnson | Reduce -10.8% | 0.16% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.4% | 0.13% | −0.01 |
| V Visa Inc. Class A | Reduce -1.7% | 0.17% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| XLV SS Health Care Select Sector | Add +2.6% | 7.42% | +0.67 |
| GOOGL Alphabet Inc. Class A | Add +4.7% | 2.48% | +0.57 |
| VEA Vanguard Ftse Developed ETF | Add +2.1% | 8.27% | +0.20 |
| AAPL Apple Inc. | Add +2.5% | 2.75% | +0.14 |
| WELL Welltower Inc. | New | 0.10% | +0.10 |
| RY Royal Bank of Canada | New | 0.10% | +0.10 |
| MRK Merck & Co. Inc. | New | 0.10% | +0.10 |
| IUSV iShares Core S&P U.S. Value | Add +5.7% | 2.21% | +0.09 |
| TSLA Tesla Inc. | Add +70.6% | 0.23% | +0.09 |
| AMZN Amazon.com Inc. | Add +2.8% | 1.69% | +0.07 |
| IWR iShares Russell Mid-Cap ETF | Add +7.7% | 1.45% | +0.05 |
| IBM Intl Business Machines Corp. | Add +0.3% | 1.53% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +13.3% | 0.21% | +0.02 |
| AVGO Broadcom Inc. | Add +12.6% | 0.16% | +0.02 |
| VTR Ventas Inc. | Add +0.9% | 0.13% | +0.01 |
| DIS The Walt Disney Co. | Add +12.7% | 0.11% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.3% | 0.15% | −0.00 |
| NVDA Nvidia Corp. | Add +3.8% | 2.18% | −0.00 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +1.3% | 0.99% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +0.4% | 1.70% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Add +0.1% | 2.41% | −0.05 |
| FENY Fidelity MSCI Energy Index | Add +2.3% | 6.64% | −0.09 |
| IVV iShares Core S&P 500 ETF | Add +0.4% | 12.54% | −0.12 |
| MSFT Microsoft Corp. | Add +2.6% | 2.42% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $199.9M | IUSG, IVV, VEA, XLV, VWO |
| Q1 2026 | 53 | $166.9M | IUSG, IVV, VEA, XLV, VWO |
| Q4 2025 | 54 | $199.1M | IUSG, IVV, VEA, XLV, FENY |
| Q3 2025 | 51 | $191.9M | IUSG, IVV, VEA, XLV, FENY |
| Q2 2025 | 51 | $178.0M | IUSG, JEPQ, IVV, VEA, XLV |
| Q1 2025 | 51 | $177.1M | IUSG, JEPQ, IVV, IJR, XLV |
| Q4 2024 | 51 | $197.8M | IUSG, JEPQ, VTEB, IVV, IJR |
| Q3 2024 | 51 | $214.3M | IUSG, JEPQ, VTEB, IVV, IJR |
| Q2 2024 | 52 | $199.3M | IUSG, JEPQ, VTEB, IVV, IJR |
| Q1 2024 | 50 | $195.6M | IUSG, VTEB, IVV, IJR, BLV |