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HILLTOP WEALTH ADVISORS, LLC

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13F filer, CIK 1786241, CHAPEL HILL, NC

HILLTOP WEALTH ADVISORS, LLC reported $199,137,679 across 54 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-14. Its ten largest share positions make up 67.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001786241-26-000001

Period
2025-12-31
Reported value
$199M
Holdings
54
Top 10 weight
67.97%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLVadded+2,415$374K
VEAadded+5,328$333K
FENYadded+11,812$293K
IUSVadded+2,311$237K
GOOGLadded+706$221K

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
IUSGreduced-2,797-$470K
BRK-Breduced-681-$342K
IVWreduced-1,624-$200K
JEPQreduced-3,290-$191K
SUSAreduced-937-$131K

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, Q4 2025

Share positions as resolved from 13F-HR 0001786241-26-000001, largest first. % of portfolio is the value over $199,137,679, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,450 shares; 2024Q4: 240,338 shares; 2025Q1: 228,672 shares; 2025Q2: 241,047 shares; 2025Q3: 241,374 shares; 2025Q4: 238,577 shares 238,577$40.1M20.12%-2,797Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,556 shares; 2024Q4: 34,386 shares; 2025Q1: 34,029 shares; 2025Q2: 34,930 shares; 2025Q3: 36,297 shares; 2025Q4: 36,453 shares 36,453$25M12.54%+156Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,774 shares; 2024Q4: 168,983 shares; 2025Q1: 172,564 shares; 2025Q2: 248,670 shares; 2025Q3: 258,158 shares; 2025Q4: 263,486 shares 263,486$16.5M8.27%+5,328Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,213 shares; 2024Q4: 74,872 shares; 2025Q1: 79,330 shares; 2025Q2: 85,053 shares; 2025Q3: 93,017 shares; 2025Q4: 95,432 shares 95,432$14.8M7.42%+2,415Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 522,207 shares; 2025Q4: 534,019 shares 534,019$13.2M6.64%+11,812Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,610 shares; 2024Q4: 43,900 shares; 2025Q1: 42,775 shares; 2025Q2: 43,247 shares; 2025Q3: 42,901 shares; 2025Q4: 41,964 shares 41,964$5.85M2.94%-937Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,783 shares; 2025Q1: 7,448 shares; 2025Q2: 6,836 shares; 2025Q3: 19,630 shares; 2025Q4: 20,118 shares 20,118$5.47M2.75%+488Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,935 shares; 2025Q2: 2,118 shares; 2025Q3: 15,068 shares; 2025Q4: 15,774 shares 15,774$4.94M2.48%+706Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 5,080 shares; 2025Q1: 5,289 shares; 2025Q2: 5,606 shares; 2025Q3: 9,715 shares; 2025Q4: 9,968 shares 9,968$4.82M2.42%+253Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,455 shares; 2024Q4: 165,300 shares; 2025Q1: 157,580 shares; 2025Q2: 157,214 shares; 2025Q3: 159,202 shares; 2025Q4: 159,319 shares 159,319$4.79M2.41%+117Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,989 shares; 2024Q4: 24,283 shares; 2025Q1: 22,437 shares; 2025Q2: 21,913 shares; 2025Q3: 21,319 shares; 2025Q4: 20,883 shares 20,883$4.43M2.22%-436Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,593 shares; 2024Q4: 34,064 shares; 2025Q1: 35,259 shares; 2025Q2: 37,626 shares; 2025Q3: 40,551 shares; 2025Q4: 42,862 shares 42,862$4.4M2.21%+2,311Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,944 shares; 2025Q1: 6,672 shares; 2025Q2: 8,337 shares; 2025Q3: 22,408 shares; 2025Q4: 23,256 shares 23,256$4.34M2.18%+848Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,540 shares; 2024Q4: 37,381 shares; 2025Q1: 33,472 shares; 2025Q2: 32,297 shares; 2025Q3: 32,993 shares; 2025Q4: 31,369 shares 31,369$3.87M1.94%-1,624Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,418 shares; 2024Q4: 15,182 shares; 2025Q1: 14,319 shares; 2025Q2: 13,435 shares; 2025Q3: 13,369 shares; 2025Q4: 13,320 shares 13,320$3.87M1.94%-49Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,930 shares; 2024Q4: 72,505 shares; 2025Q1: 68,555 shares; 2025Q2: 69,195 shares; 2025Q3: 70,411 shares; 2025Q4: 70,037 shares 70,037$3.77M1.89%-374Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,454 shares; 2024Q4: 10,204 shares; 2025Q1: 9,023 shares; 2025Q2: 8,806 shares; 2025Q3: 8,612 shares; 2025Q4: 8,385 shares 8,385$3.46M1.74%-227Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,038 shares; 2024Q4: 26,597 shares; 2025Q1: 25,966 shares; 2025Q2: 35,427 shares; 2025Q3: 35,493 shares; 2025Q4: 35,641 shares 35,641$3.39M1.7%+148Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,483 shares; 2025Q1: 2,427 shares; 2025Q2: 2,192 shares; 2025Q3: 14,221 shares; 2025Q4: 14,615 shares 14,615$3.37M1.69%+394Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,539 shares; 2024Q4: 10,302 shares; 2025Q1: 10,321 shares; 2025Q2: 10,656 shares; 2025Q3: 10,250 shares; 2025Q4: 10,280 shares 10,280$3.04M1.53%+30Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,856 shares; 2024Q4: 13,635 shares; 2025Q1: 12,486 shares; 2025Q2: 12,415 shares; 2025Q3: 12,121 shares; 2025Q4: 12,041 shares 12,041$3.02M1.52%-80Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,587 shares; 2024Q4: 20,176 shares; 2025Q1: 22,109 shares; 2025Q2: 25,913 shares; 2025Q3: 27,792 shares; 2025Q4: 29,919 shares 29,919$2.88M1.45%+2,127Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,437 shares; 2024Q4: 30,772 shares; 2025Q1: 28,554 shares; 2025Q2: 33,725 shares; 2025Q3: 33,592 shares; 2025Q4: 33,379 shares 33,379$2.75M1.38%-213Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,803 shares; 2024Q4: 15,490 shares; 2025Q1: 15,416 shares; 2025Q2: 15,247 shares; 2025Q3: 15,179 shares; 2025Q4: 14,931 shares 14,931$2.11M1.06%-248Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,253 shares; 2024Q4: 43,853 shares; 2025Q1: 43,047 shares; 2025Q2: 44,254 shares; 2025Q3: 43,722 shares; 2025Q4: 44,302 shares 44,302$1.98M0.99%+580Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,248 shares; 2025Q1: 2,200 shares; 2025Q2: 2,176 shares; 2025Q3: 2,165 shares; 2025Q4: 2,148 shares 2,148$1.05M0.53%-17Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,736 shares; 2024Q4: 418,188 shares; 2025Q1: 436,283 shares; 2025Q2: 465,775 shares; 2025Q3: 19,869 shares; 2025Q4: 16,579 shares 16,579$964K0.48%-3,290Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 32,436 shares; 2025Q1: 29,002 shares; 2025Q2: 27,916 shares; 2025Q3: 27,874 shares; 2025Q4: 27,339 shares 27,339$892K0.45%-535Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,047 shares; 2024Q4: 20,734 shares; 2025Q1: 20,280 shares; 2025Q2: 20,262 shares; 2025Q3: 20,004 shares; 2025Q4: 18,595 shares 18,595$821K0.41%-1,409Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,477 shares; 2024Q4: 11,863 shares; 2025Q1: 12,662 shares; 2025Q2: 12,191 shares; 2025Q3: 12,191 shares; 2025Q4: 12,191 shares 12,191$805K0.4%0Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,201 shares; 2024Q4: 16,285 shares; 2025Q1: 15,209 shares; 2025Q2: 14,869 shares; 2025Q3: 14,878 shares; 2025Q4: 14,682 shares 14,682$687K0.35%-196Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,180 shares; 2024Q4: 37,180 shares; 2025Q1: 37,180 shares; 2025Q2: 37,180 shares; 2025Q3: 37,180 shares; 2025Q4: 37,180 shares 37,180$613K0.31%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 7,070 shares; 2025Q1: 7,354 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares; 2025Q4: 6,840 shares 6,840$612K0.31%-183Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,362 shares; 2025Q4: 1,362 shares 1,362$467K0.23%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 1,037 shares 1,037$466K0.23%+429Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 3,268 shares 3,268$421K0.21%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,053 shares; 2025Q1: 1,186 shares; 2025Q2: 1,112 shares; 2025Q3: 1,121 shares; 2025Q4: 1,270 shares 1,270$409K0.21%+149Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 617 shares; 2025Q2: 769 shares; 2025Q3: 1,486 shares; 2025Q4: 805 shares 805$405K0.2%-681Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 4,894 shares; 2025Q1: 4,300 shares; 2025Q2: 3,522 shares; 2025Q3: 3,522 shares; 2025Q4: 3,522 shares 3,522$377K0.19%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 547 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540$368K0.18%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 446 shares; 2025Q1: 501 shares; 2025Q2: 529 shares; 2025Q3: 561 shares; 2025Q4: 553 shares 553$365K0.18%-8Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 953 shares; 2025Q2: 995 shares; 2025Q3: 981 shares; 2025Q4: 964 shares 964$338K0.17%-17Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,077 shares; 2025Q2: 1,492 shares; 2025Q3: 1,734 shares; 2025Q4: 1,546 shares 1,546$320K0.16%-188Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 818 shares; 2025Q4: 921 shares 921$319K0.16%+103Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 477 shares 477$299K0.15%+6Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares 449$276K0.14%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 921 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 849 shares 849$267K0.13%-21Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,341 shares; 2025Q1: 1,269 shares; 2025Q2: 1,278 shares; 2025Q3: 1,303 shares; 2025Q4: 1,130 shares 1,130$258K0.13%-173Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 4,969 shares; 2025Q1: 3,269 shares; 2025Q2: 3,251 shares; 2025Q3: 3,287 shares; 2025Q4: 3,316 shares 3,316$257K0.13%+29Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,389 shares; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,769 shares; 2025Q4: 1,994 shares 1,994$227K0.11%+225Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,102 shares; 2025Q1: 1,949 shares; 2025Q2: 1,977 shares; 2025Q3: 1,971 shares; 2025Q4: 1,713 shares 1,713$215K0.11%-258Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,114 shares 1,114$207K0.1%newTimeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,193 shares 1,193$203K0.1%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,905 shares 1,905$201K0.1%newTimeline

How Q4 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 0001786241-26-000001 base2026-01-14acceptance time not in the bulk data set