StockDriftsStockDriftsTop 50 Hilltop Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | 21.49% | 228.4K | $43.0M | -5.33%(-12.85K) | $97.34(+99.58%) | 2026-06-30 | |
| IVV | ISHARES TR | 13.2% | 35.2K | $26.4M | -3.20%(-1.17K) | $390.39(+99.53%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.11% | 255.5K | $18.2M | -0.14%(-365) | $45.27(+63.47%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 8.35% | 105.2K | $16.7M | +9.03%(+8.71K) | $128.51(+30.19%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.4% | 114.0K | $6.8M | +2.72%(+3.02K) | $44.76(+34.92%) | 2026-06-30 | |
| SUSA | ISHARES TR | 3.09% | 40.0K | $6.2M | -4.08%(-1.70K) | $104.89(+52.31%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.82% | 152.8K | $5.6M | +0.27%(+413) | $17.95(+104.50%) | 2026-06-30 | |
| IUSV | ISHARES TR | 2.54% | 46.1K | $5.1M | +13.78%(+5.59K) | $79.58(+44.96%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.26% | 19.9K | $4.5M | -2.04%(-414) | $121.93(+94.48%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.18% | 21.8K | $4.4M | +2.61%(+555) | $149.70(+51.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.73% | +51.02% | +7.05% | +40.60% |
| Top 20 Holdings Unweighted | +15.34% | +53.45% | +7.80% | +45.58% |
Hilltop Wealth Advisors LLC reports $202.22M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are IUSG (21.5%), IVV (13.2%) and VEA (9.1%). The top 20 holdings account for 85.08% of reported assets. Its disclosed equity book has returned +51.02% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hilltop Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1786241). View Hilltop Wealth Advisors LLC’s 13F filings on SEC