HILLTOP WEALTH ADVISORS, LLC: 13F holdings
CIK 17862412026Q2
| Positions | 73 |
|---|---|
| Reported value | $202.2m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IUSG ISHARES TR | 228,398 | $43.0m | 21.2% |
| IVV ISHARES TR | 35,233 | $26.4m | 13.0% |
| VEA VANGUARD TAX-MANAGED FDS | 255,515 | $18.2m | 9.0% |
| XLV SELECT SECTOR SPDR TR | 105,190 | $16.7m | 8.3% |
| VWO VANGUARD INTL EQUITY INDEX F | 113,991 | $6.8m | 3.4% |
| ACWI ISHARES TR | 39,993 | $6.2m | 3.1% |
| SCHM SCHWAB STRATEGIC TR | 152,811 | $5.6m | 2.8% |
| QQQE ISHARES TR | 46,125 | $5.1m | 2.5% |
| IVE ISHARES TR | 19,874 | $4.5m | 2.2% |
| NVDA NVIDIA CORPORATION | 21,820 | $4.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1786241")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.