HILLTOP WEALTH ADVISORS, LLC

CIK

1786241

Location

CHAPEL HILL, NC

Portfolio Value

Micro $16,822,842

Diversification

Diversified

Filing Date

Global Rank

#7,480 / 8,232 ▼ 244

Top Industry

Semiconductors 24.9%

3Y Alpha vs SPY

+4.3%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+95.9%

SPY

+76.3%

Annualised alpha

+4.3%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.0%

+4.6 pts

Top 5

65.9%

−7.0 pts

Top 10

80.4%

−8.3 pts

HHI

1,104

Diversified−100

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	63.5%	$10,683,306	6
Communication Services	6.5%	$1,101,636	2
Financial Services	6.4%	$1,074,085	3
Healthcare	5.4%	$905,235	3
Consumer Cyclical	4.7%	$796,367	2
Energy	4.3%	$717,574	1
Unclassified	3.5%	$596,484	2
Real Estate	3.0%	$500,456	2
Utilities	1.4%	$228,097	1
Consumer Defensive	1.3%	$219,602	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+165	1,086	$336,127
JNJ	Johnson & Johnson	+150	1,696	$414,570
MRK	Merck & Co., Inc.	+102	2,007	$241,422
JPM	Jpmorgan Chase & Co	+37	1,307	$384,467
VTR	Ventas, Inc.	+33	3,349	$273,881
WELL	Welltower Inc.	+32	1,146	$226,575
META	Meta Platforms, Inc.	+26	579	$331,263
V	Visa Inc.	+16	980	$296,195
ABBV	AbbVie Inc.	+16	1,146	$249,243
BRK-B	Berkshire Hathaway Inc	+16	821	$393,423
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−13,095	2,679	$770,373
AMZN	Amazon Com Inc	−12,080	2,535	$527,964
AAPL	Apple Inc.	−11,787	8,331	$2,114,324
MSFT	Microsoft Corp	−4,526	5,442	$2,014,465
NVDA	Nvidia Corp	−1,991	21,265	$3,708,616
TSLA	Tesla, Inc.	−315	722	$268,403
IBM	International Business Machines Corp	−26	10,254	$2,485,467
QQQ	Invesco Qqq Trust, Series 1	−24	425	$245,301
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
DUK	Duke Energy CORP	1,742	$228,097
WMT	Walmart Inc.	1,767	$219,602
WIT	Wipro Ltd	11,466	$24,307
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DIS	Walt Disney Co	1,994	$226,857
ABT	Abbott Laboratories	1,713	$214,621
RY	Royal Bank Of Canada	1,193	$203,394
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $16,822,842 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	21,265	-1,991	$3,708,616	−14.5%	22.05%
IBM	International Business Machines Corp Technology	Reduced	10,254	-26	$2,485,467	−18.4%	14.77%
AAPL	Apple Inc. Technology	Reduced	8,331	-11,787	$2,114,324	−61.3%	12.57%
MSFT	Microsoft Corp Technology	Reduced	5,442	-4,526	$2,014,465	−58.2%	11.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,679	-13,095	$770,373	−84.4%	4.58%
ET	Energy Transfer LP Energy	Held	37,180	0	$717,574	+17.0%	4.27%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,535	-12,080	$527,964	−84.3%	3.14%
JNJ	Johnson & Johnson Healthcare	Added	1,696	+150	$414,570	+29.6%	2.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	821	+16	$393,423	−2.8%	2.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,307	+37	$384,467	−6.0%	2.29%
SPY	Spdr S&P 500 ETF Trust	Held	540	0	$351,183	−4.6%	2.09%
AVGO	Broadcom Inc. Technology	Added	1,086	+165	$336,127	+5.4%	2.00%
META	Meta Platforms, Inc. Communication Services	Added	579	+26	$331,263	−9.3%	1.97%
V	Visa Inc. Financial Services	Added	980	+16	$296,195	−12.4%	1.76%
VTR	Ventas, Inc. Real Estate	Added	3,349	+33	$273,881	+6.7%	1.63%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	722	-315	$268,403	−42.4%	1.60%
ABBV	AbbVie Inc. Healthcare	Added	1,146	+16	$249,243	−3.5%	1.48%
QQQ	Invesco Qqq Trust, Series 1	Reduced	425	-24	$245,301	−11.1%	1.46%
MRK	Merck & Co., Inc. Healthcare	Added	2,007	+102	$241,422	+20.4%	1.44%
DUK	Duke Energy CORP Utilities	NEW	1,742	NEW	$228,097	NEW	1.36%
WELL	Welltower Inc. Real Estate	Added	1,146	+32	$226,575	+9.6%	1.35%
WMT	Walmart Inc. Consumer Defensive	NEW	1,767	NEW	$219,602	NEW	1.31%
WIT	Wipro Ltd Technology	NEW	11,466	NEW	$24,307	NEW	0.14%