Hilltop Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Hilltop Wealth Advisors, LLCInvestment ActivityHilltop Wealth Advisors, LLC has $191.86 million in total holdings as of September 30, 2025.Hilltop Wealth Advisors, LLC owns shares of 51 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 16.07% of the portfolio was purchased this quarter.About 15.17% of the portfolio was sold this quarter.This quarter, Hilltop Wealth Advisors, LLC has purchased 51 new stocks and bought additional shares in 24 stocks.Hilltop Wealth Advisors, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P U.S. Growth ETF $39,715,663iShares Core S&P 500 ETF $24,293,363Vanguard FTSE Developed Markets ETF $15,468,805Health Care Select Sector SPDR Fund $12,945,137Fidelity MSCI Energy Index ETF $12,908,959 Largest New Holdings this Quarter 316092402 - Fidelity MSCI Energy Index ETF $12,908,959 Holding88160R101 - Tesla $270,514 Holding Largest Purchases this Quarter Fidelity MSCI Energy Index ETF 522,207 shares (about $12.91M)Apple 12,794 shares (about $3.26M)Alphabet 12,950 shares (about $3.15M)Amazon.com 12,029 shares (about $2.64M)NVIDIA 14,071 shares (about $2.63M) Largest Sales this Quarter JPMorgan Nasdaq Equity Premium Income ETF 445,906 shares (about $25.65M)iShares S&P 500 Value ETF 594 shares (about $122.67K)International Business Machines 406 shares (about $114.55K)Vanguard Mega Cap Growth ETF 194 shares (about $78.07K)Vanguard Mega Cap ETF 294 shares (about $71.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHilltop Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIUSGiShares Core S&P U.S. Growth ETF$39,715,663$53,805 ▲0.1%241,37420.7%ManufacturingIVViShares Core S&P 500 ETF$24,293,363$914,925 ▲3.9%36,29712.7%ETFVEAVanguard FTSE Developed Markets ETF$15,468,805$568,520 ▲3.8%258,1588.1%ETFXLVHealth Care Select Sector SPDR Fund$12,945,137$1,108,347 ▲9.4%93,0176.7%ETFFENYFidelity MSCI Energy Index ETF$12,908,959$12,908,959 ▲New Holding522,2076.7%ETFSUSAiShares MSCI USA ESG Select ETF$5,819,505$46,935 ▼-0.8%42,9013.0%ETFMSFTMicrosoft$5,031,801$2,128,221 ▲73.3%9,7152.6%Computer and TechnologyAAPLApple$4,998,288$3,257,672 ▲187.2%19,6302.6%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$4,718,746$58,924 ▲1.3%159,2022.5%ETFIVEiShares S&P 500 Value ETF$4,402,583$122,667 ▼-2.7%21,3192.3%ETFNVDANVIDIA$4,180,855$2,625,349 ▲168.8%22,4082.2%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$4,053,047$292,352 ▲7.8%40,5512.1%ManufacturingIVWiShares S&P 500 Growth ETF$3,982,861$84,020 ▲2.2%32,9932.1%ETFVOVanguard Mid-Cap ETF$3,927,018$19,387 ▼-0.5%13,3692.0%ETFVWOVanguard FTSE Emerging Markets ETF$3,814,854$65,883 ▲1.8%70,4112.0%ETFGOOGLAlphabet$3,663,091$3,148,197 ▲611.4%15,0681.9%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$3,465,590$78,068 ▼-2.2%8,6121.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,300,111$6,137 ▲0.2%35,4931.7%ManufacturingAMZNAmazon.com$3,122,613$2,641,299 ▲548.8%14,2211.6%Retail/WholesaleMGCVanguard Mega Cap ETF$2,958,504$71,760 ▼-2.4%12,1211.5%ETFIBMInternational Business Machines$2,892,040$114,553 ▼-3.8%10,2501.5%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$2,693,091$10,663 ▼-0.4%33,5921.4%ETFIWRiShares Russell Mid-Cap ETF$2,683,327$181,418 ▲7.3%27,7921.4%ETFMGVVanguard Mega Cap Value ETF$2,090,699$9,366 ▼-0.4%15,1791.1%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$1,917,210$23,328 ▼-1.2%43,7221.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,142,865$25,648,516 ▼-95.7%19,8690.6%ETFVUGVanguard Growth ETF$1,038,247$5,275 ▼-0.5%2,1650.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$889,459$1,340 ▼-0.2%27,8740.5%ETFESGEiShares ESG Aware MSCI EM ETF$868,592$11,203 ▼-1.3%20,0040.5%ManufacturingIJHiShares Core S&P Mid-Cap ETF$795,5970.0%12,1910.4%ETFBRK.BBerkshire Hathaway$747,072$360,465 ▲93.2%1,4860.4%FinanceSPEMSPDR Portfolio Emerging Markets ETF$696,439$421 ▲0.1%14,8780.4%ETFETEnergy Transfer$638,0090.0%37,1800.3%EnergyIEFAiShares Core MSCI EAFE ETF$613,1950.0%7,0230.3%ETFOEFiShares S&P 100 ETF$453,328$62,241 ▲15.9%1,3620.2%ETFMETAMeta Platforms$411,893$23,495 ▲6.0%5610.2%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$411,6050.0%3,2680.2%ETFMUBiShares National Muni Bond ETF$375,0790.0%3,5220.2%ETFSPYSPDR S&P 500 ETF Trust$359,737$4,663 ▼-1.3%5400.2%FinanceJPMJPMorgan Chase & Co.$353,717$2,840 ▲0.8%1,1210.2%FinanceVVisa$334,894$4,779 ▼-1.4%9810.2%Business ServicesJNJJohnson & Johnson$321,518$44,872 ▲16.2%1,7340.2%MedicalABBVAbbVie$301,764$5,790 ▲2.0%1,3030.2%MedicalVOOVanguard S&P 500 ETF$288,1430.0%4710.2%ETFTSLATesla$270,514$270,514 ▲New Holding6080.1%Auto/Tires/TrucksAVGOBroadcom$269,866$23,094 ▲9.4%8180.1%Computer and TechnologyQQQInvesco QQQ$269,6940.0%4490.1%FinanceVVVanguard Large-Cap ETF$267,8270.0%8700.1%ETFABTAbbott Laboratories$264,027$804 ▼-0.3%1,9710.1%MedicalVTRVentas$230,057$2,520 ▲1.1%3,2870.1%FinanceDISWalt Disney$202,551$115 ▼-0.1%1,7690.1%Consumer DiscretionaryVTEBVanguard Tax-Exempt Bond ETF$0$2,714,301 ▼-100.0%00.0%ETFGEGE Aerospace$0$211,832 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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