Titelia

Holdings of HILLTOP WEALTH ADVISORS, LLC

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Net assets
-
Positions
52 in 2 countries
Top ten
73.5 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1iShares Core S&P U.S. Growth ETF 241,25137.4M $
2iShares Core S&P 500 ETF 36,39923.8M $
3Vanguard FTSE Developed Markets ETF 255,88016.4M $
4State Street Health Care Select Sector SPDR ETF 96,48114.1M $
5Vanguard International Equity Index Funds 110,9756M $
6iShares ESG Optimized MSCI USA ETF 41,6925.5M $
7iShares Trust 20,2884.3M $
8iShares Trust 40,5374.1M $
9Vanguard Mid-Cap ETF 13,3203.8M $
10NVIDIA Corp 21,2653.7M $
11iShares ESG Aware MSCI EAFE ETF 35,6753.4M $
12iShares Trust 29,8433.4M $
13Vanguard Mega Cap Growth ETF 8,2763M $
14VANGUARD WORLD FUND 11,8182.8M $
15iShares Trust 28,1512.7M $
16iShares Core MSCI International Developed Markets ETF 32,3192.7M $
17International Business Machines Corp. 10,2542.5M $
18Vanguard World Fund 14,8922.2M $
19Apple Inc 8,3312.1M $
20Microsoft Corp 5,4422M $
21iShares Trust 43,7932M $
22iShares ESG Aware MSCI EM ETF 29,1941.3M $
23State Street SPDR Portfolio Emerging Markets ETF 21,5001M $
24Vanguard Growth ETF 2,124927.6K $
25iShares Core S&P Mid-Cap ETF 12,835866.8K $
26Alphabet Inc 2,679770.4K $
27Energy Transfer LP 37,180717.6K $
28Schwab Strategic Trust 22,630659.2K $
29iShares Core MSCI EAFE ETF 6,840619.2K $
30Amazon.com Inc 2,535528.1K $
31PGIM ETF Trust 10,078498.9K $
32Ishares S&p 100 Etf 1,362433.2K $
33Johnson & Johnson 1,696414.6K $
34iShares ESG MSCI KLD 400 ETF 3,268396K $
35Berkshire Hathaway Inc 821393.4K $
36JPMorgan Chase & Co 1,307384.6K $
37iShares National Muni Bond ETF 3,522373.9K $
38State Street SPDR S&P 500 ETF Trust 540351.2K $
39Broadcom Inc 1,086336.1K $
40Meta Platforms Inc 579331.2K $
41Visa Inc 980296.2K $
42Vanguard S&P 500 ETF 471281.2K $
43Ventas Inc 3,349273.9K $
44Tesla Inc 722268.5K $
45Vanguard Large-Cap ETF 849253.7K $
46AbbVie Inc 1,146249.3K $
47Invesco QQQ Trust Series 1 425245.4K $
48Merck & Co Inc 2,007241.4K $
49Duke Energy Corp 1,742228.1K $
50Welltower Inc 1,146226.6K $
51Walmart Inc 1,767219.6K $
52Wipro Ltd 11,46624.3K $

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Sector breakdown

  • Funds 18.3 %
  • Technology 6.6 %
  • Communication 0.7 %
  • Financials 0.7 %
  • Health care 0.6 %
  • Consumer discretionary 0.5 %
  • Real estate 0.3 %
  • Utilities 0.1 %
  • Consumer staples 0.1 %
  • Unattributed 72.2 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %
  • India 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States51162.1M $99.99 %
2India124.3K $0.01 %
Cite this page

Titelia. "Holdings of HILLTOP WEALTH ADVISORS, LLC". https://titelia.com/en/funds/US13F1786241