Hilltop Wealth Advisors, LLC Portfolio Holdings

Hilltop Wealth Advisors, LLC

  • $196 Million
  • Q4 2025

Hilltop Wealth Advisors, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $196 Million distributed in 54 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 $39.4M, Ishares Core S&P 500 ETF with a value of $24.6M, Vanguard Ftse Developed Market with a value of $16.2M, Select Sector Spdr Fund Health with a value of $14.5M, and Fidelity Covington Tr Msci Ene with a value of $13.6M.

Examining the 13F form we can see an increase of $4.73M in the current position value, from $192M to 196M.

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

Portfolio value $196 Million
ETFs: $166 Million
Technology: $18.1 Million
Communication Services: $4.91 Million
Consumer Cyclical: $3.85 Million
Financial Services: $1.28 Million
Healthcare: $970,000
Energy: $632,000
Real Estate: $473,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.4 Million 20.04% of portfolio
238,577
Q4 2025 Reduced 1.16%
$0
$24.6 Million 12.53% of portfolio
36,453
Q4 2025 Added 0.43%
$0
$16.2 Million 8.22% of portfolio
263,486
Q4 2025 Added 2.06%
$0
$14.5 Million 7.37% of portfolio
95,432
Q4 2025 Added 2.6%
$0
$13.6 Million 6.91% of portfolio
534,019
Q4 2025 Added 2.26%
$0
$5.76 Million 2.93% of portfolio
41,964
Q4 2025 Reduced 2.18%
$4.3T
$5.38 Million 2.74% of portfolio
20,118
Q4 2025 Added 2.49%
$3.78T
$5.06 Million 2.57% of portfolio
9,968
Q4 2025 Added 2.6%
$0
$4.65 Million 2.36% of portfolio
159,319
Q4 2025 Added 0.07%
$0
$4.38 Million 2.23% of portfolio
20,883
Q4 2025 Reduced 2.05%
$1.65T
$4.36 Million 2.22% of portfolio
15,774
Q4 2025 Added 4.69%
$0
$4.34 Million 2.21% of portfolio
42,862
Q4 2025 Added 5.7%
$465B
$4.34 Million 2.21% of portfolio
23,256
Q4 2025 Added 3.78%
$0
$3.84 Million 1.95% of portfolio
70,037
Q4 2025 Reduced 0.53%
$0
$3.82 Million 1.94% of portfolio
13,320
Q4 2025 Reduced 0.37%
$0
$3.8 Million 1.93% of portfolio
31,369
Q4 2025 Reduced 4.92%
$0
$3.43 Million 1.74% of portfolio
8,385
Q4 2025 Reduced 2.64%
$0
$3.38 Million 1.72% of portfolio
35,641
Q4 2025 Added 0.42%
$266B
$3.05 Million 1.55% of portfolio
10,280
Q4 2025 Added 0.29%
$0
$2.98 Million 1.52% of portfolio
12,041
Q4 2025 Reduced 0.66%
$0
$2.83 Million 1.44% of portfolio
29,919
Q4 2025 Added 7.65%
$0
$2.71 Million 1.38% of portfolio
33,379
Q4 2025 Reduced 0.63%
$0
$2.07 Million 1.05% of portfolio
14,931
Q4 2025 Reduced 1.63%
$0
$1.91 Million 0.97% of portfolio
44,302
Q4 2025 Added 1.33%
$0
$1.04 Million 0.53% of portfolio
2,148
Q4 2025 Reduced 0.79%
$0
$958,000 0.49% of portfolio
16,579
Q4 2025 Reduced 16.56%
$0
$881,000 0.45% of portfolio
27,339
Q4 2025 Reduced 1.92%
$0
$829,000 0.42% of portfolio
18,595
Q4 2025 Reduced 7.04%
$0
$782,000 0.4% of portfolio
12,191
Q2 2025 Reduced 3.72%
$0
$696,000 0.35% of portfolio
14,682
Q4 2025 Reduced 1.32%
$52.5B
$632,000 0.32% of portfolio
37,180
Q1 2024 New
$0
$607,000 0.31% of portfolio
6,840
Q4 2025 Reduced 2.61%
$1.29T
$424,000 0.22% of portfolio
1,037
Q4 2025 Added 70.56%
$662B
$409,000 0.21% of portfolio
805
Q4 2025 Reduced 45.83%
$0
$414,000 0.21% of portfolio
3,268
Q2 2023 New
$881B
$381,000 0.19% of portfolio
1,270
Q4 2025 Added 13.29%
$0
$376,000 0.19% of portfolio
3,522
Q2 2025 Reduced 18.09%
$0
$359,000 0.18% of portfolio
540
Q3 2025 Reduced 1.28%
$0
$362,000 0.18% of portfolio
1,362
Q3 2025 Added 15.91%
$1.37T
$337,000 0.17% of portfolio
553
Q4 2025 Reduced 1.43%
$522B
$308,000 0.16% of portfolio
1,546
Q4 2025 Reduced 10.84%
$533B
$314,000 0.16% of portfolio
964
Q4 2025 Reduced 1.73%
$139B
$315,000 0.16% of portfolio
921
Q4 2025 Added 12.59%
$0
$294,000 0.15% of portfolio
477
Q4 2025 Added 1.27%
$0
$271,000 0.14% of portfolio
449
Q2 2025 New
$414B
$264,000 0.13% of portfolio
1,130
Q4 2025 Reduced 13.28%
$31.2B
$258,000 0.13% of portfolio
3,316
Q4 2025 Added 0.88%
$0
$263,000 0.13% of portfolio
849
Q4 2025 Reduced 2.41%
$193B
$210,000 0.11% of portfolio
1,994
Q4 2025 Added 12.72%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $196 Million
  • Prior Value $192 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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