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HILLTOP WEALTH ADVISORS, LLC

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13F filer, CIK 1786241, CHAPEL HILL, NC

HILLTOP WEALTH ADVISORS, LLC reported $166,889,711 across 53 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 72.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001786241-26-000003

Period
2026-03-31
Reported value
$167M
Holdings
53
Top 10 weight
72.03%
New
4
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VWOadded+40,938$2.21M
PULSnew+10,078$499K
ESGEadded+10,599$482K
IUSGadded+2,674$415K
SPEMadded+6,818$320K

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
FENYexited-534,019-$13.2M
GOOGLreduced-13,095-$3.77M
AAPLreduced-11,787-$2.99M
AMZNreduced-12,080-$2.52M
MSFTreduced-4,526-$1.68M

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, Q1 2026

Share positions as resolved from 13F-HR 0001786241-26-000003, largest first. % of portfolio is the value over $166,889,711, 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; 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; 2026Q1: 241,251 shares 241,251$37.4M22.42%+2,674Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 36,399 shares 36,399$23.8M14.25%-54Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 255,880 shares 255,880$16.4M9.82%-7,606Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 96,481 shares 96,481$14.1M8.48%+1,049Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 110,975 shares 110,975$6M3.59%+40,938Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 41,692 shares 41,692$5.51M3.3%-272Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 152,398 shares 152,398$4.72M2.83%-6,921Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,288 shares 20,288$4.28M2.57%-595Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,537 shares 40,537$4.14M2.48%-2,325Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,320 shares 13,320$3.83M2.29%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,265 shares 21,265$3.71M2.22%-1,991Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 35,675 shares 35,675$3.41M2.04%+34Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 29,843 shares 29,843$3.38M2.02%-1,526Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,276 shares 8,276$3.04M1.82%-109Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,818 shares 11,818$2.79M1.67%-223Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,151 shares 28,151$2.74M1.64%-1,768Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,319 shares 32,319$2.7M1.62%-1,060Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,254 shares 10,254$2.49M1.49%-26Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,892 shares 14,892$2.16M1.29%-39Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,331 shares 8,331$2.11M1.27%-11,787Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,442 shares 5,442$2.01M1.21%-4,526Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,793 shares 43,793$1.99M1.19%-509Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 29,194 shares 29,194$1.33M0.8%+10,599Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,500 shares 21,500$1.01M0.6%+6,818Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,124 shares 2,124$928K0.56%-24Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,835 shares 12,835$867K0.52%+644Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,679 shares 2,679$770K0.46%-13,095Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,180 shares 37,180$718K0.43%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,630 shares 22,630$659K0.39%-4,709Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,840 shares 6,840$619K0.37%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,535 shares 2,535$528K0.32%-12,080Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,078 shares 10,078$499K0.3%newTimeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,362 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares 1,362$433K0.26%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,077 shares; 2025Q2: 1,492 shares; 2025Q3: 1,734 shares; 2025Q4: 1,546 shares; 2026Q1: 1,696 shares 1,696$415K0.25%+150Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,268 shares 3,268$396K0.24%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 617 shares; 2025Q2: 769 shares; 2025Q3: 1,486 shares; 2025Q4: 805 shares; 2026Q1: 821 shares 821$393K0.24%+16Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,307 shares 1,307$385K0.23%+37Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,522 shares 3,522$374K0.22%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 547 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540$351K0.21%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 818 shares; 2025Q4: 921 shares; 2026Q1: 1,086 shares 1,086$336K0.2%+165Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 446 shares; 2025Q1: 501 shares; 2025Q2: 529 shares; 2025Q3: 561 shares; 2025Q4: 553 shares; 2026Q1: 579 shares 579$331K0.2%+26Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 953 shares; 2025Q2: 995 shares; 2025Q3: 981 shares; 2025Q4: 964 shares; 2026Q1: 980 shares 980$296K0.18%+16Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 477 shares; 2026Q1: 471 shares 471$281K0.17%-6Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,349 shares 3,349$274K0.16%+33Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 1,037 shares; 2026Q1: 722 shares 722$269K0.16%-315Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 921 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 849 shares; 2026Q1: 849 shares 849$254K0.15%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,146 shares 1,146$249K0.15%+16Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 425 shares 425$245K0.15%-24Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,905 shares; 2026Q1: 2,007 shares 2,007$241K0.14%+102Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,742 shares 1,742$228K0.14%newTimeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,114 shares; 2026Q1: 1,146 shares 1,146$227K0.14%+32Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 2,688 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,767 shares 1,767$220K0.13%newTimeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,466 shares 11,466$24.3K0.01%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
FENYFIDELITY COVINGTON TRUST534,019$13.2Mshares
JEPQJ P MORGAN EXCHANGE TRADED F16,579$964Kshares
DISDISNEY WALT CO1,994$227Kshares
ABTABBOTT LABORATORIES1,713$215Kshares
RYROYAL BK CDA1,193$203Kshares

How Q1 2026 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 0001786241-26-000003 base2026-04-15acceptance time not in the bulk data set