Hilltop Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Hilltop Wealth Advisors, LLC reported 53 stock positions worth $166.9 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 22.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 14.2%) and Vanguard Ftse Developed ETF (VEA, 9.8%). Compared with Q4 2025, it opened 4 new positions, sold out of 5, added to 17 and reduced 24. The biggest buy was iShares Core S&P U.S. Growth (IUSG, shares +1%) and the biggest sale an exit from Fidelity MSCI Energy Index (FENY).
- Most Recent 13F
- Q2 2026
- Location
- CHAPEL HILL, NC
- CIK
- 0001786241
- Portfolio Value
- $166.9M (Q1 2026)
- SEC Filing
- 0001786241-26-000003 ↗ filed Apr 15, 2026
Holdings Value
Holdings 53 stocks · $166.9M
| IUSG iShares Core S&P U.S. Growth | 22.42% | 241,251 | $37.4M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 14.25% | 36,399 | $23.8M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 9.82% | 255,880 | $16.4M | Reduce -2.9% |
| XLV SS Health Care Select Sector | 8.48% | 96,481 | $14.1M | Add +1.1% |
| VWO Vanguard Ftse Emerging Marke | 3.59% | 110,975 | $6.0M | Add +58.5% |
| SUSA iShares ESG Optimized MSCI U | 3.30% | 41,692 | $5.5M | Reduce -0.7% |
| SCHM Schwab US Mid Cap ETF | 2.83% | 152,398 | $4.7M | Reduce -4.3% |
| IVE iShares S&P 500 Value ETF | 2.57% | 20,288 | $4.3M | Reduce -2.9% |
| IUSV iShares Core S&P U.S. Value | 2.48% | 40,537 | $4.1M | Reduce -5.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.29% | 13,320 | $3.8M | No change |
| NVDA Nvidia Corp. | 2.22% | 21,265 | $3.7M | Reduce -8.6% |
| ESGD iShares Trust iShares ESG Aw | 2.04% | 35,675 | $3.4M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 2.02% | 29,843 | $3.4M | Reduce -4.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.82% | 8,276 | $3.0M | Reduce -1.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.67% | 11,818 | $2.8M | Reduce -1.9% |
| IWR iShares Russell Mid-Cap ETF | 1.64% | 28,151 | $2.7M | Reduce -5.9% |
| IDEV iShares Core MSCI Dev MKTS | 1.62% | 32,319 | $2.7M | Reduce -3.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.49% | 10,254 | $2.5M | Reduce -0.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.29% | 14,892 | $2.2M | Reduce -0.3% |
| AAPL Apple Inc. | 1.27% | 8,331 | $2.1M | Reduce -58.6% |
| MSFT Microsoft Corp. | 1.21% | 5,442 | $2.0M | Reduce -45.4% |
| XJH Ishare ESG SS S&P Midcap ETF | 1.19% | 43,793 | $2.0M | Reduce -1.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.80% | 29,194 | $1.3M | Add +57.0% |
| SPEM State Street SP PTF Em ETF | 0.60% | 21,500 | $1.0M | Add +46.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.56% | 2,124 | $928K | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 12,835 | $867K | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 0.46% | 2,679 | $770K | Reduce -83.0% |
| ET Energy Transfer LP | 0.43% | 37,180 | $718K | No change |
| SCHG Schwab US Large-Cap Growth | 0.40% | 22,630 | $659K | Reduce -17.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 6,840 | $619K | No change |
| AMZN Amazon.com Inc. | 0.32% | 2,535 | $528K | Reduce -82.7% |
| PULS Pgim Ultra Short Bond ETF | 0.30% | 10,078 | $499K | New |
| OEF iShares S&P 100 ETF | 0.26% | 1,362 | $433K | No change |
| JNJ Johnson & Johnson | 0.25% | 1,696 | $415K | Add +9.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 3,268 | $396K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 821 | $393K | Add +2.0% |
| JPM JPMorgan Chase & Co. | 0.23% | 1,307 | $385K | Add +2.9% |
| MUB iShares National Muni Bond E | 0.22% | 3,522 | $374K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 540 | $351K | No change |
| AVGO Broadcom Inc. | 0.20% | 1,086 | $336K | Add +17.9% |
| META Meta Platforms Inc. Class A | 0.20% | 579 | $331K | Add +4.7% |
| V Visa Inc. Class A | 0.18% | 980 | $296K | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.17% | 471 | $281K | Reduce -1.3% |
| VTR Ventas Inc. | 0.16% | 3,349 | $274K | Add +1.0% |
| TSLA Tesla Inc. | 0.16% | 722 | $269K | Reduce -30.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.15% | 849 | $254K | No change |
| ABBV Abbvie Inc. | 0.15% | 1,146 | $249K | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 425 | $245K | Reduce -5.3% |
| MRK Merck & Co. Inc. | 0.14% | 2,007 | $241K | Add +5.3% |
| DUK Duke Energy Corp. | 0.14% | 1,742 | $228K | New |
| WELL Welltower Inc. | 0.14% | 1,146 | $227K | Add +2.9% |
| WMT Walmart Inc. | 0.13% | 1,767 | $220K | New |
| WIT Wipro Ltd.-ADR | 0.01% | 11,466 | $24K | New |
Portfolio Sells Q4 2025 → Q1 2026
| FENY Fidelity MSCI Energy Index | Sold out | 0.00% | −6.64 |
| GOOGL Alphabet Inc. Class A | Reduce -83.0% | 0.46% | −2.02 |
| AAPL Apple Inc. | Reduce -58.6% | 1.27% | −1.48 |
| AMZN Amazon.com Inc. | Reduce -82.7% | 0.32% | −1.38 |
| MSFT Microsoft Corp. | Reduce -45.4% | 1.21% | −1.21 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.48 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.11 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.11 |
| RY Royal Bank of Canada | Sold out | 0.00% | −0.10 |
| TSLA Tesla Inc. | Reduce -30.4% | 0.16% | −0.07 |
| SCHG Schwab US Large-Cap Growth | Reduce -17.2% | 0.40% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -0.3% | 1.49% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.3% | 0.15% | +0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 0.17% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.1% | 0.56% | +0.03 |
| NVDA Nvidia Corp. | Reduce -8.6% | 2.22% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.9% | 2.02% | +0.08 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -1.3% | 1.82% | +0.08 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -1.9% | 1.67% | +0.15 |
| IWR iShares Russell Mid-Cap ETF | Reduce -5.9% | 1.64% | +0.19 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -1.1% | 1.19% | +0.20 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -0.3% | 1.29% | +0.23 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -3.2% | 1.62% | +0.24 |
| IUSV iShares Core S&P U.S. Value | Reduce -5.4% | 2.48% | +0.28 |
| IVE iShares S&P 500 Value ETF | Reduce -2.9% | 2.57% | +0.34 |
| SUSA iShares ESG Optimized MSCI U | Reduce -0.7% | 3.30% | +0.36 |
| SCHM Schwab US Mid Cap ETF | Reduce -4.3% | 2.83% | +0.42 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.9% | 9.82% | +1.56 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 14.25% | +1.71 |
Portfolio Buys Q4 2025 → Q1 2026
| IUSG iShares Core S&P U.S. Growth | Add +1.1% | 22.42% | +2.30 |
| VWO Vanguard Ftse Emerging Marke | Add +58.5% | 3.59% | +1.70 |
| XLV SS Health Care Select Sector | Add +1.1% | 8.48% | +1.06 |
| ESGE iShares Inc. iShares ESG Awar | Add +57.0% | 0.80% | +0.38 |
| ESGD iShares Trust iShares ESG Aw | Add +0.1% | 2.04% | +0.34 |
| PULS Pgim Ultra Short Bond ETF | New | 0.30% | +0.30 |
| SPEM State Street SP PTF Em ETF | Add +46.4% | 0.60% | +0.26 |
| DUK Duke Energy Corp. | New | 0.14% | +0.14 |
| WMT Walmart Inc. | New | 0.13% | +0.13 |
| IJH iShares Core S&P Midcap ETF | Add +5.3% | 0.52% | +0.12 |
| JNJ Johnson & Johnson | Add +9.7% | 0.25% | +0.09 |
| MRK Merck & Co. Inc. | Add +5.3% | 0.14% | +0.04 |
| AVGO Broadcom Inc. | Add +17.9% | 0.20% | +0.04 |
| VTR Ventas Inc. | Add +1.0% | 0.16% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 0.24% | +0.03 |
| WELL Welltower Inc. | Add +2.9% | 0.14% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 0.23% | +0.02 |
| ABBV Abbvie Inc. | Add +1.4% | 0.15% | +0.02 |
| META Meta Platforms Inc. Class A | Add +4.7% | 0.20% | +0.02 |
| WIT Wipro Ltd.-ADR | New | 0.01% | +0.01 |
| V Visa Inc. Class A | Add +1.7% | 0.18% | +0.01 |
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 |