HILLTOP WEALTH ADVISORS, LLC

Institutional manager (13F) · CIK 1786241

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $166M

#	Issuer	Value	Shares
1	ISHARES TR	$37M	241,251
2	ISHARES TR	$24M	36,399
3	VANGUARD TAX-MANAGED FDS	$16M	255,880
4	SELECT SECTOR SPDR TR	$14M	96,481
5	VANGUARD INTL EQUITY INDEX F	$6M	110,975
6	ISHARES TR	$6M	41,692
7	SCHWAB STRATEGIC TR	$5M	152,398
8	ISHARES TR	$4M	20,288
9	ISHARES TR	$4M	40,537
10	VANGUARD INDEX FDS	$4M	13,320
11	NVIDIA CORPORATION	$4M	21,265
12	ISHARES TR	$3M	35,675
13	ISHARES TR	$3M	29,843
14	VANGUARD WORLD FD	$3M	8,276
15	VANGUARD WORLD FD	$3M	11,818
16	ISHARES TR	$3M	28,151
17	ISHARES TR	$3M	32,319
18	INTERNATIONAL BUSINESS MACHS	$2M	10,254
19	VANGUARD WORLD FD	$2M	14,892
20	APPLE INC	$2M	8,331
21	MICROSOFT CORP	$2M	5,442
22	ISHARES TR	$2M	43,793
23	ISHARES INC	$1M	29,194
24	SPDR INDEX SHS FDS	$1M	21,500
25	VANGUARD INDEX FDS	$928k	2,124
26	ISHARES TR	$867k	12,835
27	ALPHABET INC	$770k	2,679
28	ENERGY TRANSFER L P	$718k	37,180
29	SCHWAB STRATEGIC TR	$659k	22,630
30	ISHARES TR	$619k	6,840
31	AMAZON COM INC	$528k	2,535
32	PGIM ETF TR	$499k	10,078
33	ISHARES TR	$433k	1,362
34	JOHNSON & JOHNSON	$415k	1,696
35	ISHARES TR	$396k	3,268
36	BERKSHIRE HATHAWAY INC DEL	$393k	821
37	JPMORGAN CHASE & CO	$385k	1,307
38	ISHARES TR	$374k	3,522
39	STATE STR SPDR S&P 500 ETF T	$351k	540
40	BROADCOM INC	$336k	1,086
41	META PLATFORMS INC	$331k	579
42	VISA INC	$296k	980
43	VANGUARD INDEX FDS	$281k	471
44	VENTAS INC	$274k	3,349
45	TESLA INC	$269k	722
46	VANGUARD INDEX FDS	$254k	849
47	ABBVIE INC	$249k	1,146
48	INVESCO QQQ TR	$245k	425
49	MERCK & CO INC	$241k	2,007
50	DUKE ENERGY CORP NEW	$228k	1,742

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.