Loading…
CIK 0001786241 • 6 13F filings • Apr 16, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("hilltop-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $215K | 0.1%Prev: 0.1% | 1,713 SH | Decreased-258 SH |
| ABBVIE INC | COM | $258K | 0.1%Prev: 0.2% | 1,130 SH | Decreased-173 SH |
| ALPHABET INC | CAP STK CL A | $4.9M | 2.5%Prev: 1.9% | 15,774 SH | Increased+706 SH |
| AMAZON COM INC | COM | $3.4M | 1.7%Prev: 1.6% | 14,615 SH | Increased+394 SH |
| APPLE INC | COM | $5.5M | 2.7%Prev: 2.6% | 20,118 SH | Increased+488 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $405K | 0.2%Prev: 0.4% | 805 SH | Decreased-681 SH |
| BROADCOM INC | COM | $319K | 0.2%Prev: 0.1% | 921 SH | Increased+103 SH |
| DISNEY WALT CO | COM | $227K | 0.1%Prev: 0.1% | 1,994 SH | Increased+225 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $613K | 0.3%Prev: 0.3% | 37,180 SH | Decreased |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $13.2M | 6.6%Prev: 6.7% | 534,019 SH | Increased+11,812 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $3.0M | 1.5%Prev: 1.5% | 10,280 SH | Increased+30 SH |
| INVESCO QQQ TR | UNIT SER 1 | $276K | 0.1%Prev: 0.1% | 449 SH | Increased |
| ISHARES INC | ESG AWR MSCI EM | $821K | 0.4%Prev: 0.5% | 18,595 SH | Decreased-1,409 SH |
| ISHARES TR | CORE MSCI EAFE | $612K | 0.3%Prev: 0.3% | 6,840 SH | Decreased-183 SH |
| ISHARES TR | CORE MSCI INTL | $2.8M | 1.4%Prev: 1.4% | 33,379 SH | Increased-213 SH |
| ISHARES TR | CORE S&P MCP ETF | $805K | 0.4%Prev: 0.4% | 12,191 SH | Increased |
| ISHARES TR | CORE S&P US GWT | $40.1M | 20.1%Prev: 20.7% | 238,577 SH | Increased-2,797 SH |
| ISHARES TR | CORE S&P US VLU | $4.4M | 2.2%Prev: 2.1% | 42,862 SH | Increased+2,311 SH |
| ISHARES TR | CORE S&P500 ETF | $25.0M | 12.5%Prev: 12.7% | 36,453 SH | Increased+156 SH |
| ISHARES TR | ESG AW MSCI EAFE | $3.4M | 1.7%Prev: 1.7% | 35,641 SH | Increased+148 SH |
| ISHARES TR | ESG MSCI KLD 400 | $421K | 0.2%Prev: 0.2% | 3,268 SH | Increased |
| ISHARES TR | ESG OPTIMIZED | $5.8M | 2.9%Prev: 3.0% | 41,964 SH | Increased-937 SH |
| ISHARES TR | ESG SELECT SCRE | $2.0M | 1.0%Prev: 1.0% | 44,302 SH | Increased+580 SH |
| ISHARES TR | NATIONAL MUN ETF | $377K | 0.2%Prev: 0.2% | 3,522 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $2.9M | 1.4%Prev: 1.4% | 29,919 SH | Increased+2,127 SH |
| ISHARES TR | S&P 100 ETF | $467K | 0.2%Prev: 0.2% | 1,362 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $3.9M | 1.9%Prev: 2.1% | 31,369 SH | Decreased-1,624 SH |
| ISHARES TR | S&P 500 VAL ETF | $4.4M | 2.2%Prev: 2.3% | 20,883 SH | Increased-436 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $964K | 0.5%Prev: 0.6% | 16,579 SH | Decreased-3,290 SH |
| JOHNSON & JOHNSON | COM | $320K | 0.2%Prev: 0.2% | 1,546 SH | Decreased-188 SH |
| JPMORGAN CHASE & CO. | COM | $409K | 0.2%Prev: 0.2% | 1,270 SH | Increased+149 SH |
| MERCK & CO INC | COM | $201K | 0.1% | 1,905 SH | New |
| META PLATFORMS INC | CL A | $365K | 0.2%Prev: 0.2% | 553 SH | Decreased-8 SH |
| MICROSOFT CORP | COM | $4.8M | 2.4%Prev: 2.6% | 9,968 SH | Decreased+253 SH |
| NVIDIA CORPORATION | COM | $4.3M | 2.2%Prev: 2.2% | 23,256 SH | Increased+848 SH |
| ROYAL BK CDA | COM | $203K | 0.1% | 1,193 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $892K | 0.4%Prev: 0.5% | 27,339 SH | Increased-535 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $4.8M | 2.4%Prev: 2.5% | 159,319 SH | Increased+117 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $14.8M | 7.4% | 95,432 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $687K | 0.3%Prev: 0.4% | 14,682 SH | Decreased-196 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $368K | 0.2%Prev: 0.2% | 540 SH | Increased |
| TESLA INC | COM | $466K | 0.2%Prev: 0.1% | 1,037 SH | Increased+429 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.0M | 0.5%Prev: 0.5% | 2,148 SH | Increased-17 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $267K | 0.1%Prev: 0.1% | 849 SH | Decreased-21 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.9M | 1.9%Prev: 2.0% | 13,320 SH | Decreased-49 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $299K | 0.2%Prev: 0.2% | 477 SH | Increased+6 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.8M | 1.9%Prev: 2.0% | 70,037 SH | Decreased-374 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $16.5M | 8.3%Prev: 8.1% | 263,486 SH | Increased+5,328 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $3.0M | 1.5%Prev: 1.5% | 12,041 SH | Increased-80 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $2.1M | 1.1%Prev: 1.1% | 14,931 SH | Increased-248 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $3.5M | 1.7%Prev: 1.8% | 8,385 SH | Decreased-227 SH |
| VENTAS INC | COM | $257K | 0.1%Prev: 0.1% | 3,316 SH | Increased+29 SH |
| VISA INC | COM CL A | $338K | 0.2%Prev: 0.2% | 964 SH | Increased-17 SH |
| WELLTOWER INC | COM | $207K | 0.1% | 1,114 SH | New |
| 13F-HR |
| 0002085853-26-000997 |
| $202.2M |
| View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001786241-25-000005 | $178.0M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001786241-26-000003 | $166.9M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001786241-25-000004 | $177.1M | View |