ETF Holders

Hilltop Wealth Advisors, LLC ETF holdings

Chapel Hill, NC

Reported $173.6M in 39 ETFs in its Form 13F for June 30, 2026.

ETF value
$173.6M
ETFs held
39
Change from prior quarter
+15.2%
With price moves
ETFs as a share of its 13F
86.9%
of $199.9M

Top 10 of 39 ETF holdings

TickerFundValueSharesChange
IUSGiShares Core S&P U.S. Growth ETF$43.0M228,398−12,853 shares
IVViShares Core S&P 500 ETF$26.4M35,233−1,166 shares
VEAVanguard FTSE Developed Markets ETF$18.2M255,515−365 shares
XLVState Street Health Care Select Sector SPDR ETF$16.7M105,190+8,709 shares
VWOVanguard FTSE Emerging Markets ETF$6.8M113,991+3,016 shares
SUSAiShares ESG Optimized MSCI USA ETF$6.2M39,993−1,699 shares
SCHMSchwab U.S. Mid-Cap ETF$5.6M152,811+413 shares
IUSViShares Core S&P U.S. Value ETF$5.1M46,125+5,588 shares
IVEiShares S&P 500 Value ETF$4.5M19,874−414 shares
VOVanguard Morningstar Mid-Cap ETF$4.3M53,280+39,960 shares
29 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001786241. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Hilltop Wealth Advisors, LLC own?

Hilltop Wealth Advisors, LLC reported 39 ETF positions worth $173.6M in its Form 13F for June 30, 2026. The largest was IUSG, at $43.0M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.