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13F holdings · Q2 2026

Hilltop Wealth Advisors

Chapel Hill, NC · files as Hilltop Wealth Advisors, LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1786241

Hilltop Wealth Advisors reported 73 stocks worth $200M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IUSG (21.5%), IVV (13.2%) and VEA (9.1%). Compared with Q1 2026, the fund opened new positions in NTAP, GOOG and MCK, added to XLV, VWO and SCHM, trimmed IUSG, IVV and VEA and sold out of WIT.

Reported value$200M+19.8% vs last quarter · $202M including options
Stocks held7321 new · 1 sold out
Top 5 weight55.6%fairly concentrated
Turnover12%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
IUSG
Ishares TR
$43M21.5%228K−13K (−5%)8 of 8
2
IVV
Ishares TR
$26.4M13.2%35K−1,166 (−3%)8 of 8
3
VEA
Vanguard Tax-Managed Fds
$18.2M9.1%256K−365 (−0%)8 of 8
4
XLV
State Street
$16.7M8.3%105K+8,709 (+9%)8 of 8
5
VWO
Vanguard Intl Equity Index F
$6.8M3.4%114K+3,016 (+3%)8 of 8
6
SUSA
Ishares TR
$6.2M3.1%40K−1,699 (−4%)8 of 8
7
SCHM
Schwab Strategic TR
$5.6M2.8%153K+413 (+0%)8 of 8
8
IUSV
Ishares TR
$5.1M2.5%46K+5,588 (+14%)8 of 8
9
IVE
Ishares TR
$4.5M2.3%20K−414 (−2%)8 of 8
10
NVDA
Nvidia Corporation
$4.4M2.2%22K+555 (+3%)8 of 8
🔒 63 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
WIT
Wipro Ltd
$24K11K

Options

valued at the underlying shares
StockTypeValueSharesChange
NVDA
Nvidia Corporation
Put$2.4M12K+11,800

Reported value

last 8 quarters
$214MQ3 '24
$198MQ4 '24
$177MQ1 '25
$178MQ2 '25
$192MQ3 '25
$199MQ4 '25
$167MQ1 '26
$200MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Hilltop Wealth Advisors 13F FAQ

What does Hilltop Wealth Advisors own?

Hilltop Wealth Advisors reported 73 stocks worth $200M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IUSG (21.5%), IVV (13.2%) and VEA (9.1%). The table above lists every position in the filing (the top 10 without an account).

What did Hilltop Wealth Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 21 new positions, 24 added to, 16 trimmed and 1 sold out. New positions include NTAP, GOOG and MCK. It sold all of WIT.

When will Hilltop Wealth Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Hilltop Wealth Advisors's portfolio worth?

The Q2 2026 filing reports $200M in US stocks ($202M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.