HILLTOP WEALTH ADVISORS, LLC
CIK: 0001786241SEC EDGAR →
Portfolio Value
$199.1B
Holdings
54
As of
Q4 2025
New Positions
54
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 238,577 | $40.1B | 20.12% |
| 2 | ISHARES TR | 36,453 | $25.0B | 12.54% |
| 3 | VANGUARD TAX-MANAGED FDS | 263,486 | $16.5B | 8.27% |
| 4 | SELECT SECTOR SPDR TR | 95,432 | $14.8B | 7.42% |
| 5 | FIDELITY COVINGTON TRUST | 534,019 | $13.2B | 6.64% |
| 6 | ISHARES TR | 41,964 | $5.8B | 2.94% |
| 7 | APPLE INC | 20,118 | $5.5B | 2.75% |
| 8 | ALPHABET INC | 15,774 | $4.9B | 2.48% |
| 9 | MICROSOFT CORP | 9,968 | $4.8B | 2.42% |
| 10 | SCHWAB STRATEGIC TR | 159,319 | $4.8B | 2.41% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (54)
$40.1B · 239K shares
$25.0B · 36K shares
$16.5B · 263K shares
$14.8B · 95K shares
$13.2B · 534K shares
$5.8B · 42K shares
$5.5B · 20K shares
$4.9B · 16K shares
$4.8B · 10K shares
$4.8B · 159K shares
$4.4B · 21K shares
$4.4B · 43K shares
$4.3B · 23K shares
$3.9B · 31K shares
$3.9B · 13K shares
$3.8B · 70K shares
$3.5B · 8K shares
$3.4B · 36K shares
$3.4B · 15K shares
$3.0B · 10K shares
$3.0B · 12K shares
$2.9B · 30K shares
$2.8B · 33K shares
$2.1B · 15K shares
$2.0B · 44K shares
$1.0B · 2K shares
$963.0M · 17K shares
$891.0M · 27K shares
$821.0M · 19K shares
$804.0M · 12K shares
$687.0M · 15K shares
$613.0M · 37K shares
$611.0M · 7K shares
$467.0M · 1K shares
$466.0M · 1K shares
$421.0M · 3K shares
$409.0M · 1K shares
$404.0M · 805 shares
$377.0M · 4K shares
$368.0M · 540 shares
$365.0M · 553 shares
$338.0M · 964 shares
$319.0M · 2K shares
$318.0M · 921 shares
$298.0M · 477 shares
$275.0M · 449 shares
$267.0M · 849 shares
$258.0M · 1K shares
$256.0M · 3K shares
$226.0M · 2K shares
$214.0M · 2K shares
$206.0M · 1K shares
$203.0M · 1K shares
$200.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $168.4B | 84.6% |
| Technology | 5 | $18.0B | 9.0% |
| Communication Services | 3 | $5.5B | 2.8% |
| Consumer Cyclical | 2 | $3.8B | 1.9% |
| Unknown | 4 | $1.5B | 0.8% |
| Healthcare | 4 | $991.0M | 0.5% |
| Energy | 1 | $613.0M | 0.3% |
| Real Estate | 1 | $206.0M | 0.1% |