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HILLTOP WEALTH ADVISORS, LLC

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13F filer, CIK 1786241, CHAPEL HILL, NC

HILLTOP WEALTH ADVISORS, LLC reported $178,010,938 across 51 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-11. Its ten largest share positions make up 73.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001786241-25-000005

Period
2025-06-30
Reported value
$178M
Holdings
51
Top 10 weight
73.26%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+76,106$4.34M
IUSGadded+12,375$1.86M
JEPQadded+29,492$1.6M
ESGDadded+9,461$844K
XLVadded+5,723$771K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IJRexited-159,492-$16.7M
VTEBreduced-135,191-$6.63M
ESMLexited-24,657-$947K
JNJreduced-3,585-$548K
VTVexited-1,757-$304K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001786241-25-000005, largest first. % of portfolio is the value over $178,010,938, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,450 shares; 2024Q4: 240,338 shares; 2025Q1: 228,672 shares; 2025Q2: 241,047 shares 241,047$36.3M20.37%+12,375Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,736 shares; 2024Q4: 418,188 shares; 2025Q1: 436,283 shares; 2025Q2: 465,775 shares 465,775$25.3M14.23%+29,492Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,556 shares; 2024Q4: 34,386 shares; 2025Q1: 34,029 shares; 2025Q2: 34,930 shares 34,930$21.7M12.18%+901Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,774 shares; 2024Q4: 168,983 shares; 2025Q1: 172,564 shares; 2025Q2: 248,670 shares 248,670$14.2M7.96%+76,106Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,213 shares; 2024Q4: 74,872 shares; 2025Q1: 79,330 shares; 2025Q2: 85,053 shares 85,053$11.5M6.44%+5,723Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,610 shares; 2024Q4: 43,900 shares; 2025Q1: 42,775 shares; 2025Q2: 43,247 shares 43,247$5.48M3.08%+472Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,455 shares; 2024Q4: 165,300 shares; 2025Q1: 157,580 shares; 2025Q2: 157,214 shares 157,214$4.41M2.48%-366Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,989 shares; 2024Q4: 24,283 shares; 2025Q1: 22,437 shares; 2025Q2: 21,913 shares 21,913$4.28M2.41%-524Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,418 shares; 2024Q4: 15,182 shares; 2025Q1: 14,319 shares; 2025Q2: 13,435 shares 13,435$3.76M2.11%-884Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,593 shares; 2024Q4: 34,064 shares; 2025Q1: 35,259 shares; 2025Q2: 37,626 shares 37,626$3.56M2%+2,367Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,540 shares; 2024Q4: 37,381 shares; 2025Q1: 33,472 shares; 2025Q2: 32,297 shares 32,297$3.56M2%-1,175Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,930 shares; 2024Q4: 72,505 shares; 2025Q1: 68,555 shares; 2025Q2: 69,195 shares 69,195$3.42M1.92%+640Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,454 shares; 2024Q4: 10,204 shares; 2025Q1: 9,023 shares; 2025Q2: 8,806 shares 8,806$3.22M1.81%-217Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,038 shares; 2024Q4: 26,597 shares; 2025Q1: 25,966 shares; 2025Q2: 35,427 shares 35,427$3.16M1.78%+9,461Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,539 shares; 2024Q4: 10,302 shares; 2025Q1: 10,321 shares; 2025Q2: 10,656 shares 10,656$3.14M1.76%+335Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,856 shares; 2024Q4: 13,635 shares; 2025Q1: 12,486 shares; 2025Q2: 12,415 shares 12,415$2.79M1.57%-71Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 5,080 shares; 2025Q1: 5,289 shares; 2025Q2: 5,606 shares 5,606$2.79M1.57%+317Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,130 shares; 2024Q4: 452,170 shares; 2025Q1: 190,551 shares; 2025Q2: 55,360 shares 55,360$2.71M1.52%-135,191Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,437 shares; 2024Q4: 30,772 shares; 2025Q1: 28,554 shares; 2025Q2: 33,725 shares 33,725$2.56M1.44%+5,171Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,587 shares; 2024Q4: 20,176 shares; 2025Q1: 22,109 shares; 2025Q2: 25,913 shares 25,913$2.38M1.34%+3,804Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,803 shares; 2024Q4: 15,490 shares; 2025Q1: 15,416 shares; 2025Q2: 15,247 shares 15,247$2M1.12%-169Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,253 shares; 2024Q4: 43,853 shares; 2025Q1: 43,047 shares; 2025Q2: 44,254 shares 44,254$1.84M1.03%+1,207Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,783 shares; 2025Q1: 7,448 shares; 2025Q2: 6,836 shares 6,836$1.4M0.79%-612Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,944 shares; 2025Q1: 6,672 shares; 2025Q2: 8,337 shares 8,337$1.32M0.74%+1,665Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,248 shares; 2025Q1: 2,200 shares; 2025Q2: 2,176 shares 2,176$954K0.54%-24Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 32,436 shares; 2025Q1: 29,002 shares; 2025Q2: 27,916 shares 27,916$815K0.46%-1,086Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,047 shares; 2024Q4: 20,734 shares; 2025Q1: 20,280 shares; 2025Q2: 20,262 shares 20,262$794K0.45%-18Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,477 shares; 2024Q4: 11,863 shares; 2025Q1: 12,662 shares; 2025Q2: 12,191 shares 12,191$756K0.42%-471Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,180 shares; 2024Q4: 37,180 shares; 2025Q1: 37,180 shares; 2025Q2: 37,180 shares 37,180$674K0.38%0Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,201 shares; 2024Q4: 16,285 shares; 2025Q1: 15,209 shares; 2025Q2: 14,869 shares 14,869$636K0.36%-340Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 7,070 shares; 2025Q1: 7,354 shares; 2025Q2: 7,023 shares 7,023$586K0.33%-331Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,483 shares; 2025Q1: 2,427 shares; 2025Q2: 2,192 shares 2,192$481K0.27%-235Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 446 shares; 2025Q1: 501 shares; 2025Q2: 529 shares 529$390K0.22%+28Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,268 shares 3,268$380K0.21%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 617 shares; 2025Q2: 769 shares 769$374K0.21%+152Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,935 shares; 2025Q2: 2,118 shares 2,118$373K0.21%+183Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 4,894 shares; 2025Q1: 4,300 shares; 2025Q2: 3,522 shares 3,522$368K0.21%-778Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares 1,175$358K0.2%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 953 shares; 2025Q2: 995 shares 995$353K0.2%+42Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 547 shares 547$338K0.19%+150Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,053 shares; 2025Q1: 1,186 shares; 2025Q2: 1,112 shares 1,112$322K0.18%-74Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,102 shares; 2025Q1: 1,949 shares; 2025Q2: 1,977 shares 1,977$269K0.15%+28Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 471 shares; 2025Q2: 471 shares 471$267K0.15%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 921 shares; 2025Q1: 870 shares; 2025Q2: 870 shares 870$248K0.14%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares 449$248K0.14%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,341 shares; 2025Q1: 1,269 shares; 2025Q2: 1,278 shares 1,278$237K0.13%+9Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,077 shares; 2025Q2: 1,492 shares 1,492$228K0.13%-3,585Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,389 shares; 2025Q1: not reported; 2025Q2: 1,770 shares 1,770$219K0.12%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 823 shares 823$212K0.12%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares 748$206K0.12%newTimeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 4,969 shares; 2025Q1: 3,269 shares; 2025Q2: 3,251 shares 3,251$205K0.12%-18Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IJRISHARES TR159,492$16.7Mshares
ESMLISHARES TR24,657$947Kshares
VTVVANGUARD INDEX FDS1,757$304Kshares
BLDPBALLARD PWR SYS INC NEW10,211$11.2Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001786241-25-000005 base2025-07-11acceptance time not in the bulk data set