Funds › Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors, LLC
13F for Q3 2026, filed Nov 13, 2026. 66 positions worth $211.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$211.9M
+$9.6M (4.8%) vs Q2 2026
Positions
66
73 in Q2 2026
Top 10 share
68.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P Us Gwt | 250,398 | $48.5M | 22.9% | +9.6% | 13F ↗ |
| 2 | iShares Tr Core S&P500 Etf | 37,636 | $28.8M | 13.6% | +6.8% | 13F ↗ |
| 3 | Select Sector Spdr Tr St Str Care Etf | 106,894 | $18.0M | 8.5% | +1.6% | 13F ↗ |
| 4 | Vanguard Tax-Managed Fds | 246,965 | $17.4M | 8.2% | -3.3% | 13F ↗ |
| 5 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 116,212 | $6.9M | 3.3% | +1.9% | 13F ↗ |
| 6 | iShares Tr Esg Optimized | 40,254 | $6.3M | 3.0% | +0.7% | 13F ↗ |
| 7 | iShares Tr Core S&P Us Vlu | 47,550 | $5.2M | 2.5% | +3.1% | 13F ↗ |
| 8 | Schwab Strategic Tr Us MID-CAP Etf | 151,822 | $5.2M | 2.4% | -0.6% | 13F ↗ |
| 9 | NVDA NVIDIA Corporation | 22,314 | $5.1M | 2.4% | +2.3% | 13F ↗ |
| 10 | iShares Tr S&P 500 Val Etf | 19,149 | $4.4M | 2.1% | -3.6% | 13F ↗ |
| 11 | Vanguard Index Fds Mrngstr Mid Cap | 52,993 | $4.2M | 2.0% | -0.5% | 13F ↗ |
| 12 | iShares Tr S&P 500 Grwt Etf | 27,861 | $4.0M | 1.9% | -4.9% | 13F ↗ |
| 13 | Vanguard World Fd Mrngstr Mega Cap | 40,290 | $3.7M | 1.8% | -1.0% | 13F ↗ |
| 14 | iShares Tr Esg Aw Msci Eafe | 32,860 | $3.4M | 1.6% | -7.6% | 13F ↗ |
| 15 | Vanguard World Fd Mrngstr Cap Etf | 11,818 | $3.3M | 1.6% | Unchanged | 13F ↗ |
| 16 | AAPL Apple Inc. | 9,451 | $3.1M | 1.5% | +5.9% | 13F ↗ |
| 17 | iShares Tr Equity Etf | 29,346 | $3.1M | 1.5% | -2.3% | 13F ↗ |
| 18 | iShares Tr Core Msci Intl | 31,405 | $2.8M | 1.3% | -0.9% | 13F ↗ |
| 19 | MSFT Microsoft Corporation | 5,281 | $2.7M | 1.3% | -2.8% | 13F ↗ |
| 20 | Vanguard World Fd Mrngstr Val Etf | 14,815 | $2.4M | 1.1% | -0.5% | 13F ↗ |
| 21 | NTAP NetApp, Inc. | 11,156 | $2.3M | 1.1% | -40.1% | 13F ↗ |
| 22 | IBM International Business Machines Corporation | 10,062 | $2.2M | 1.0% | -1.1% | 13F ↗ |
| 23 | iShares Tr Esg Select Scre | 42,191 | $2.1M | 1.0% | +1.1% | 13F ↗ |
| 24 | iShares Inc Etf | 30,923 | $1.7M | 0.8% | +5.9% | 13F ↗ |
| 25 | GOOGL Alphabet Inc. Class A | 3,382 | $1.2M | 0.5% | +10.2% | 13F ↗ |
| 26 | Vanguard Index Fds Mrngstr Grwt Etf | 12,619 | $1.1M | 0.5% | -0.8% | 13F ↗ |
| 27 | Spdr Index Shs Fds St Port Mark Etf | 21,847 | $1.1M | 0.5% | -0.3% | 13F ↗ |
| 28 | iShares Tr Core S&P Mcp Etf | 12,737 | $916.4K | 0.4% | -0.8% | 13F ↗ |
| 29 | AMZN Amazon.com, Inc. | 3,469 | $864.4K | 0.4% | +11.0% | 13F ↗ |
| 30 | ET Energy Transfer LP · Com Ut Ltd Ptn | 37,180 | $735.0K | 0.3% | Unchanged | 13F ↗ |
| 31 | Schwab Strategic Tr Us Lcap Gr Etf | 20,181 | $725.1K | 0.3% | -10.2% | 13F ↗ |
| 32 | iShares Tr Core Msci Eafe | 6,747 | $653.7K | 0.3% | -1.2% | 13F ↗ |
| 33 | BRK-B Berkshire Hathaway Inc. Class B | 1,266 | $630.4K | 0.3% | +4.6% | 13F ↗ |
| 34 | MCK McKesson Corporation | 724 | $618.2K | 0.3% | +1.3% | 13F ↗ |
| 35 | GOOG Alphabet Inc. Class C | 1,675 | $570.8K | 0.3% | -0.9% | 13F ↗ |
| 36 | JPM JPMorgan Chase & Co. | 1,684 | $557.1K | 0.3% | +9.8% | 13F ↗ |
| 37 | JNJ Johnson & Johnson | 2,073 | $548.8K | 0.3% | +14.3% | 13F ↗ |
| 38 | META Meta Platforms, Inc. | 714 | $517.8K | 0.2% | +9.2% | 13F ↗ |
| 39 | MU Micron Technology, Inc. | 468 | $498.5K | 0.2% | +5.4% | 13F ↗ |
| 40 | Pgim ETF Tr Pgim Ultra Sh Bd | 10,078 | $498.5K | 0.2% | Unchanged | 13F ↗ |
| 41 | iShares Tr Esg Msci Kld Etf | 3,268 | $477.7K | 0.2% | Unchanged | 13F ↗ |
| 42 | AVGO Broadcom Inc. | 1,334 | $468.5K | 0.2% | +9.0% | 13F ↗ |
| 43 | iShares Tr S&P 100 Etf | 1,175 | $448.9K | 0.2% | -8.8% | 13F ↗ |
| 44 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 542 | $413.3K | 0.2% | -0.2% | 13F ↗ |
| 45 | V Visa Inc. | 1,143 | $410.7K | 0.2% | -0.8% | 13F ↗ |
| 46 | iShares Tr National Mun Etf | 3,522 | $356.1K | 0.2% | Unchanged | 13F ↗ |
| 47 | ABBV AbbVie Inc. | 1,277 | $334.1K | 0.2% | +4.7% | 13F ↗ |
| 48 | Vanguard Index Fds S&P 500 Etf Shs | 469 | $328.4K | 0.2% | -0.4% | 13F ↗ |
| 49 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 703 | $320.7K | 0.2% | +21.2% | 13F ↗ |
| 50 | Invesco Qqq Tr | 425 | $314.4K | 0.1% | Unchanged | 13F ↗ |
Showing the top 50 of 66 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
1 new, 34 added to, 25 trimmed, 8 exited, 6 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| Direxion Shares ETF Trust | 2,600 | New | $261.1K |
Added to (34)
| iShares Tr Core S&P Us Gwt | 250,398 | +9.6% | $4.3M |
| iShares Tr Core S&P500 Etf | 37,636 | +6.8% | $1.8M |
| Select Sector Spdr Tr St Str Care Etf | 106,894 | +1.6% | $287.0K |
| AAPL Apple Inc. | 9,451 | +5.9% | $174.2K |
| iShares Tr Core S&P Us Vlu | 47,550 | +3.1% | $157.1K |
| Vanguard International Equity Index F Ftse Emr Mkt Etf | 116,212 | +1.9% | $131.7K |
| NVDA NVIDIA Corporation | 22,314 | +2.3% | $112.8K |
| GOOGL Alphabet Inc. Class A | 3,382 | +10.2% | $107.7K |
| iShares Inc Etf | 30,923 | +5.9% | $94.0K |
| AMZN Amazon.com, Inc. | 3,469 | +11.0% | $85.7K |
Trimmed (25)
| NTAP NetApp, Inc. | 11,156 | -40.1% | -$1.6M |
| Vanguard Tax-Managed Fds | 246,965 | -3.3% | -$603.7K |
| iShares Tr Esg Aw Msci Eafe | 32,860 | -7.6% | -$277.2K |
| iShares Tr S&P 500 Grwt Etf | 27,861 | -4.9% | -$204.6K |
| iShares Tr S&P 500 Val Etf | 19,149 | -3.6% | -$165.5K |
| Schwab Strategic Tr Us Lcap Gr Etf | 20,181 | -10.2% | -$82.7K |
| MSFT Microsoft Corporation | 5,281 | -2.8% | -$79.0K |
| iShares Tr Equity Etf | 29,346 | -2.3% | -$73.3K |
| iShares Tr S&P 100 Etf | 1,175 | -8.8% | -$43.2K |
| Vanguard World Fd Mrngstr Mega Cap | 40,290 | -1.0% | -$39.4K |
Exited (8)
| Schwab Strategic Tr Us Lrg Cap Etf | 17,364 | Exited | -$511.0K |
| Pimco ETF Tr Active Bd Etf | 5,406 | Exited | -$498.5K |
| iShares Tr Msci Acwi Ex Us | 4,569 | Exited | -$347.7K |
| iShares Tr Core Us Aggbd Et | 2,768 | Exited | -$274.0K |
| DUK Duke Energy Corporation | 1,730 | Exited | -$219.0K |
| Vanguard Index Fds Extend Mkt Etf | 849 | Exited | -$209.0K |
| iShares Tr Broad Usd High | 5,524 | Exited | -$204.5K |
| Invesco Exch Traded Fd Tr II Sr Ln Etf | 9,935 | Exited | -$202.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 68 | $211.9M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 74 | $202.2M | Current | SEC ↗ |
| Q1 2026 | Apr 15, 2026 | 13F-HR | 53 | $166.9M | Current | SEC ↗ |
| Q4 2025 | Jan 14, 2026 | 13F-HR | 54 | $199.1M | Current | SEC ↗ |
| Q3 2025 | Oct 16, 2025 | 13F-HR | 51 | $191.9M | Current | SEC ↗ |
| Q2 2025 | Jul 11, 2025 | 13F-HR | 51 | $178.0M | Current | SEC ↗ |
| Q1 2025 | Apr 16, 2025 | 13F-HR | 51 | $177.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer