Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HILLTOP WEALTH ADVISORS, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: HILLTOP WEALTH ADVISORS, LLC 13F Holdings (2026-03-31)
Creator: ko.io

HILLTOP WEALTH ADVISORS, LLC (CIK 1786241) reported $166.9M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSG ($37.4M, 22.42%), IVV ($23.8M, 14.25%), VEA ($16.4M, 9.82%), XLV ($14.1M, 8.48%), VWO ($6.0M, 3.59%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IUSG	ISHARES TR	$37.4M	22.42%	241,251	Added
2	IVV	ISHARES TR	$23.8M	14.25%	36,399	Trimmed
3	VEA	VANGUARD TAX-MANAGED FDS	$16.4M	9.82%	255,880	Trimmed
4	XLV	SELECT SECTOR SPDR TR	$14.1M	8.48%	96,481	Added
5	VWO	VANGUARD INTL EQUITY INDEX F	$6.0M	3.59%	110,975	Added
6	SUSA	ISHARES TR	$5.5M	3.30%	41,692	Trimmed
7	SCHM	SCHWAB STRATEGIC TR	$4.7M	2.83%	152,398	Trimmed
8	IVE	ISHARES TR	$4.3M	2.57%	20,288	Trimmed
9	IUSV	ISHARES TR	$4.1M	2.48%	40,537	Trimmed
10	VO	VANGUARD INDEX FDS	$3.8M	2.29%	13,320	Hold
11	NVDA	NVIDIA CORPORATION	$3.7M	2.22%	21,265	Trimmed
12	ESGD	ISHARES TR	$3.4M	2.04%	35,675	Added
13	IVW	ISHARES TR	$3.4M	2.02%	29,843	Trimmed
14	MGK	VANGUARD WORLD FD	$3.0M	1.82%	8,276	Trimmed
15	MGC	VANGUARD WORLD FD	$2.8M	1.67%	11,818	Trimmed
16	IWR	ISHARES TR	$2.7M	1.64%	28,151	Trimmed
17	IDEV	ISHARES TR	$2.7M	1.62%	32,319	Trimmed
18	IBM	INTERNATIONAL BUSINESS MACHS	$2.5M	1.49%	10,254	Trimmed
19	MGV	VANGUARD WORLD FD	$2.2M	1.29%	14,892	Trimmed
20	AAPL	APPLE INC	$2.1M	1.27%	8,331	Trimmed
21	MSFT	MICROSOFT CORP	$2.0M	1.21%	5,442	Trimmed
22	XJH	ISHARES TR	$2.0M	1.19%	43,793	Trimmed
23	ESGE	ISHARES INC	$1.3M	0.80%	29,194	Added
24	SPEM	SPDR INDEX SHS FDS	$1.0M	0.60%	21,500	Added
25	VUG	VANGUARD INDEX FDS	$927,643	0.56%	2,124	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31