HILLTOP WEALTH ADVISORS, LLC 13F Holdings
CIK 0001786241 · CHAPEL HILL, NC
As of Sep 30, 2025, HILLTOP WEALTH ADVISORS, LLC reported 51 positions worth
CIK 0001786241 · CHAPEL HILL, NC
As of Sep 30, 2025, HILLTOP WEALTH ADVISORS, LLC reported 51 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 241,374 | $39.7M | 20.70% |
| ISHARES CORE S&P 500 ETF | IVV | — | 36,297 | $24.3M | 12.66% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 258,158 | 5.5M | 8.06% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 93,017 | 2.9M | 6.75% |
| FIDELITY MSCI ENERGY INDEX ETF | FENY | — | 522,207 | 2.9M | 6.73% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | — | 42,901 | $5.8M | 3.03% |
| MICROSOFT CORP | MSFT | Technology | 9,715 | $5.0M | 2.62% |
| APPLE INC | AAPL | Technology | 19,630 | $5.0M | 2.61% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 159,202 | $4.7M | 2.46% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 21,319 | $4.4M | 2.29% |
| NVIDIA CORP | NVDA | Technology | 22,408 | $4.2M | 2.18% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 40,551 | $4.1M | 2.11% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 32,993 | $4.0M | 2.08% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 13,369 | $3.9M | 2.05% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 70,411 | $3.8M | 1.99% |
| ALPHABET INC | GOOGL | Equity | 15,068 | $3.7M | 1.91% |
| VANGUARD WORLD FUND | MGK | — | 8,612 | $3.5M | 1.81% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 35,493 | $3.3M | 1.72% |
| AMAZON.COM INC | AMZN | Equity | 14,221 | $3.1M | 1.63% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 12,121 | $3.0M | 1.54% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 10,250 | $2.9M | 1.51% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 33,592 | $2.7M | 1.40% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 27,792 | $2.7M | 1.40% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 15,179 | $2.1M | 1.09% |
| ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | XJH | — | 43,722 | .9M | 1.00% |