account_balance

Investment manager · 13F filer · SEC CIK 1786241

Hilltop Wealth Advisors, LLC

Reported value$207Mas of Sep 30, 2026
Positions66 1 new, 8 sold out
Top 10 weight70.5%IUSG alone is 23%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IUSG iShares Tr 23.4% Added +10%
IVV iShares Tr 13.9% Added +7%
XLV Select Sector SPDR Tr 8.7% Held
VEA Vanguard Tax-Managed FDS 8.4% Trimmed −3%
VWO Vanguard Intl Equity Index F 3.3% Held
SUSA iShares Tr 3.0% Held
IUSV iShares Tr 2.5% Added +3%
SCHM Schwab Strategic Tr 2.5% Held
NVDA NVIDIA Corp 2.5% Added +2%
IVE iShares Tr 2.1% Trimmed −4%
VO Vanguard Index FDS 2.0% Held
IVW iShares Tr 1.9% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • ERX $261K
arrow_upwardAdded
arrow_downwardTrimmed
  • NTAP −40%
  • SCHG −10%
  • OEF −9%
  • ESGD −8%
remove_circleSold out
  • SCHX $511K
  • BOND $498K
  • ACWX $348K
  • AGG $274K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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