Data as of Q4 2025 (Dec 31, 2025)

HILLTOP WEALTH ADVISORS, LLC

•CIK: 1786241•Filing: Q4 2025

**HILLTOP WEALTH ADVISORS, LLC** manages $199M across a diversified portfolio of 54 positions. The strategy exhibits significant overweighting in technology and consumer discretionary sectors, evidenced by top holdings including IUSG at $40.1M and IVV at $25.0M. Notable allocations also include broad market exposure via VEA ($16.5M) and sector plays in healthcare (XLV, $14.8M). The concentration in mega-cap tech names, such as AAPL ($5.5M) and GOOGL ($4.9M), anchors the current investment thesis.

Total AUM
$199.1M
QoQ Performance
+3.8%
Positions
34
Top 10 Concentration
68.0%
Latest Filing
Q4 2025

Top Holdings Allocation

IUSG
IVV
VEA
XLV
FENY
IUSG20.1%
IVV12.5%
VEA8.3%
XLV7.4%
FENY6.6%
SUSA2.9%
AAPL2.7%
GOOGL2.5%

📈 Biggest Buys

XLV
SELECT SECTOR SPDR TR
+2.6%
7.4% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+2.1%
8.3% of portfolio
FENY
FIDELITY COVINGTON TRUST
+2.3%
6.6% of portfolio
IUSV
ISHARES TR
+5.7%
2.2% of portfolio
GOOGL
ALPHABET INC
+4.7%
2.5% of portfolio

📉 Biggest Sells

IUSG
ISHARES TR
-1.2%
20.1% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-45.8%
0.2% of portfolio
IVW
ISHARES TR
-4.9%
1.9% of portfolio
JEPQ
J P MORGAN EXCHANGE TRADED F
-16.6%
0.5% of portfolio
SUSA
ISHARES TR
-2.2%
2.9% of portfolio

Sector Breakdown

Other72.3%
ETF12.9%
Technology11.7%
Consumer1.9%
Financial0.6%
Healthcare0.5%
Communication0.1%

Changes from Q3 2025

NEW3 new positions
↑21 increased
↓23 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IUSG20.1%
ISHARES TR
$40.1M
IVV12.5%
ISHARES TR
$25.0M
VEA8.3%
VANGUARD TAX-MANAGED FDS
$16.5M
XLV7.4%
SELECT SECTOR SPDR TR
$14.8M
FENY6.6%
FIDELITY COVINGTON TRUST
$13.2M

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