Hilltop Wealth Advisors, LLC 13F Portfolio

CIK 1786241 Filing since Q4 2019 Q2 2026 filed Aug 13, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 13, 2026.

Portfolio Snapshot

34 positions · Q2 2026

Hilltop Wealth Advisors, LLC reported 34 positions worth $26.25M for the quarter ended Jun 30, 2026, up 61.8% on the prior quarter. It opened 14 new positions, added to 14, trimmed 4 and exited 1. Its largest holding is Nvidia Corp at 16.6% of the portfolio.

Portfolio Value
$26.25M
+61.8% QoQ · +99.0% YoY
Positions
34
14 new · 1 sold out
Top 10 Concentration
70.4%
of portfolio value
Largest Position
NVDA 16.6%
Nvidia Corp
Net Buying
+$8.21M
$8.27M bought · $57.98K sold
Turnover
0.3%
of the portfolio traded
Top Sector
Technology
71.9% of value
Track Record
27
quarters on file since Q4 2019

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

10 sectors
71.9%
Technology
Technology71.9%
Healthcare6.83%
Financial Services6.7%
Consumer Discretionary3.99%
Energy2.71%
Industrials2.41%
Real Estate2.15%
Consumer Staples1.61%
Communication Services0.87%
Utilities0.834%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyHealthcareFinancial ServicesConsumer DiscretionaryEnergyIndustrialsReal EstateConsumer StaplesCommunication ServicesUtilities

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
NTAP NetApp, Inc. +18.6K – $2.88M 10.98%
GOOG Alphabet Inc. +1,691 – $597.53K 2.28%
MCK Mckesson Corp +715 – $540.25K 2.06%
MU Micron Technology Inc +444 – $512.51K 1.95%
GE General Electric Co +913 – $341.22K 1.3%
INTC Intel Corp +2,388 – $333.37K 1.27%
GEV GE Vernova Inc. +247 – $290.19K 1.11%
TSM Taiwan Semiconductor Manufacturing Co Ltd +580 – $276.99K 1.06%
ASML Asml Holding Nv +138 – $274.54K 1.05%
RY Royal Bank Of Canada +1,240 – $256.64K 0.978%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
WIT Wipro Ltd -11.5K -100.0% $24.31K Exited
IBM International Business Machines Corp -79 -0.8% $22.21K 10.9%
MRK Merck & Co., Inc. -57 -2.8% $7.32K 0.954%
MSFT Microsoft Corp -7 -0.1% $2.61K 7.72%
DUK Duke Energy CORP -12 -0.7% $1.52K 0.834%

New Positions

Q2 2026
Holding Shares Trade Value Weight
NTAP NetApp, Inc. +18.6K $2.88M 10.98%
GOOG Alphabet Inc. +1,691 $597.53K 2.28%
MCK Mckesson Corp +715 $540.25K 2.06%
MU Micron Technology Inc +444 $512.51K 1.95%
GE General Electric Co +913 $341.22K 1.3%
INTC Intel Corp +2,388 $333.37K 1.27%
GEV GE Vernova Inc. +247 $290.19K 1.11%
TSM Taiwan Semiconductor Manufacturing Co Ltd +580 $276.99K 1.06%
ASML Asml Holding Nv +138 $274.54K 1.05%
RY Royal Bank Of Canada +1,240 $256.64K 0.978%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
WIT Wipro Ltd -11.5K $24.31K 0.15%
Holdings · Q2 2026

34 Positions

As ofJun 30, 2026
Value$26.25M
Top 1070.4%
Avg position$772.16K
# Activity
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Showing 1–15 of 34 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Hilltop Wealth Advisors.

About Hilltop Wealth Advisors, LLC’s 13F Portfolio

What are Hilltop Wealth Advisors, LLC’s largest holdings?

As of its Q2 2026 13F filing, Hilltop Wealth Advisors, LLC’s five largest positions were Nvidia Corp (NVDA) at 16.6%, NetApp, Inc. (NTAP) at 11.0%, International Business Machines Corp (IBM) at 10.9%, Apple Inc. (AAPL) at 9.8%, Microsoft Corp (MSFT) at 7.7% of the reported portfolio.

How much is Hilltop Wealth Advisors, LLC’s portfolio worth?

Hilltop Wealth Advisors, LLC reported a 13F portfolio worth $26.25M across 34 positions for Q2 2026. That is up 61.8% from the previous quarter.

What did Hilltop Wealth Advisors, LLC buy in Q2 2026?

Its largest purchases by value were NetApp, Inc. ($2.88M), Alphabet Inc. ($597.53K), Mckesson Corp ($540.25K). It opened 14 new positions.

What did Hilltop Wealth Advisors, LLC sell in Q2 2026?

Its largest sales by value were Wipro Ltd ($24.31K), International Business Machines Corp ($22.21K), Merck & Co., Inc. ($7.32K). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Hilltop Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.