HILLTOP WEALTH ADVISORS, LLC
CIK
1786241
Location
CHAPEL HILL, NC
Portfolio Value
Micro
$47,747,434
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,000
/ 8,517
▲ 770
Top Industry
Semiconductors
29.9%
3Y Alpha vs SPY
+6.1%
Period ended 46 days ago
Filed Aug 14, 2026 · 1d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+103.5%
SPY
+75.3%
Annualised alpha
+6.1%
Max drawdown
−16.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
38.1%
−11.2 pts
Top 5
69.7%
−10.8 pts
Top 10
81.8%
−7.2 pts
HHI
1,804
Moderately concentrated−915
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.2% | $19,174,523 |
| Unclassified | 40.1% | $19,132,941 |
| Communication Services | 4.8% | $2,290,945 |
| Healthcare | 3.8% | $1,793,618 |
| Financial Services | 3.7% | $1,759,148 |
| Consumer Cyclical | 2.2% | $1,048,485 |
| Energy | 1.5% | $710,881 |
| Industrials | 1.3% | $631,405 |
| Real Estate | 1.2% | $565,155 |
| Consumer Defensive | 0.9% | $421,350 |
| Utilities | 0.5% | $218,983 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +12,355 | 33,620 | $6,727,025 | |
| GOOGL | Alphabet Inc. | +2,081 | 4,760 | $1,694,249 | |
| AAPL | Apple Inc. | +597 | 8,928 | $2,583,406 | |
| AMZN | Amazon Com Inc | +590 | 3,125 | $744,812 | |
| BRK-B | Berkshire Hathaway Inc | +389 | 1,210 | $605,471 | |
| JPM | Jpmorgan Chase & Co | +226 | 1,533 | $501,796 | |
| V | Visa Inc. | +172 | 1,152 | $395,239 | |
| WMT | Walmart Inc. | +150 | 1,917 | $217,119 | |
| AVGO | Broadcom Inc. | +138 | 1,224 | $462,366 | |
| JNJ | Johnson & Johnson | +118 | 1,814 | $460,701 | |
| META | Meta Platforms, Inc. | +75 | 654 | $368,391 | |
| ABBV | AbbVie Inc. | +74 | 1,220 | $307,000 | |
| VTR | Ventas, Inc. | +30 | 3,379 | $300,055 | |
| WELL | Welltower Inc. | +22 | 1,168 | $265,100 | |
| SPY | Spdr S&P 500 ETF Trust | +3 | 543 | $405,496 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | −365 | 255,515 | $18,205,443 | |
| IBM | International Business Machines Corp | −79 | 10,175 | $2,861,311 | |
| MRK | Merck & Co., Inc. | −57 | 1,950 | $250,575 | |
| DUK | Duke Energy CORP | −12 | 1,730 | $218,983 | |
| MSFT | Microsoft Corp | −7 | 5,435 | $2,027,363 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NTAP | NetApp, Inc. | 18,634 | $2,883,797 | |
| MCK | Mckesson Corp | 715 | $540,254 | |
| MU | Micron Technology Inc | 444 | $512,504 | |
| GE | General Electric Co | 913 | $341,215 | |
| INTC | Intel Corp | 2,388 | $333,436 | |
| GEV | GE Vernova Inc. | 247 | $290,190 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 580 | $276,990 | |
| ASML | Asml Holding NV | 138 | $274,542 | |
| RY | Royal Bank Of Canada | 1,240 | $256,642 | |
| LLY | ELI LILLY & Co | 196 | $235,088 | |
| AMD | Advanced Micro Devices Inc | 399 | $231,783 | |
| DIS | Walt Disney Co | 2,372 | $228,305 | |
| VXF | Vanguard Extended Market ETF | 849 | $209,032 | |
| KO | Coca Cola Co | 2,513 | $204,231 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WIT | Wipro Ltd | 11,466 | $24,307 | |
| No positions match the current search. | ||||
37 tracked positions ·
$47,747,434 total
· filing declares
74 positions · $202,223,270
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 255,515 | $18,205,443 | 38.13% | |
| NVDA |
Nvidia Corp
PUT
+ SHARES
Technology
|
Added | 33,620 | $6,727,025 | 14.09% | |
| NTAP |
NetApp, Inc.
Technology
|
NEW | 18,634 | $2,883,797 | 6.04% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 10,175 | $2,861,311 | 5.99% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,928 | $2,583,406 | 5.41% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,435 | $2,027,363 | 4.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,760 | $1,694,249 | 3.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,125 | $744,812 | 1.56% | |
| ET |
Energy Transfer LP
Energy
|
Held | 37,180 | $710,881 | 1.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,210 | $605,471 | 1.27% | |
| MCK |
Mckesson Corp
Healthcare
|
NEW | 715 | $540,254 | 1.13% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 444 | $512,504 | 1.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,533 | $501,796 | 1.05% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,224 | $462,366 | 0.97% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,814 | $460,701 | 0.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 543 | $405,496 | 0.85% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,152 | $395,239 | 0.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 654 | $368,391 | 0.77% | |
| GE |
General Electric Co
Industrials
|
NEW | 913 | $341,215 | 0.71% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,388 | $333,436 | 0.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 425 | $312,970 | 0.66% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,220 | $307,000 | 0.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 722 | $303,673 | 0.64% | |
| VTR |
Ventas, Inc.
Real Estate
|
Added | 3,379 | $300,055 | 0.63% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 247 | $290,190 | 0.61% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 580 | $276,990 | 0.58% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 138 | $274,542 | 0.57% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 1,168 | $265,100 | 0.56% | |
| RY |
Royal Bank Of Canada
Financial Services
|
NEW | 1,240 | $256,642 | 0.54% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 1,950 | $250,575 | 0.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 196 | $235,088 | 0.49% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 399 | $231,783 | 0.49% | |
| DIS |
Walt Disney Co
Communication Services
|
NEW | 2,372 | $228,305 | 0.48% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 1,730 | $218,983 | 0.46% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 1,917 | $217,119 | 0.45% | |
| VXF |
Vanguard Extended Market ETF
|
NEW | 849 | $209,032 | 0.44% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,513 | $204,231 | 0.43% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.