HILLTOP WEALTH ADVISORS, LLC
Filing Date
Global Rank
#7,832
/ 8,586
▼ 364
Top Industry
Semiconductors
24.9%
3Y Alpha vs SPY
+3.8%
Period ended 3 months ago
Filed Apr 15, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+95.2%
SPY
+78.1%
Annualised alpha
+3.8%
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, 2025Top 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 |
|---|---|---|
| Technology | 63.5% | $10,683,306 |
| Communication Services | 6.5% | $1,101,636 |
| Financial Services | 6.4% | $1,074,085 |
| Healthcare | 5.4% | $905,235 |
| Consumer Cyclical | 4.7% | $796,367 |
| Energy | 4.3% | $717,574 |
| Unclassified | 3.5% | $596,484 |
| Real Estate | 3.0% | $500,456 |
| Utilities | 1.4% | $228,097 |
| Consumer Defensive | 1.3% | $219,602 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| BRK-B | Berkshire Hathaway Inc | +16 | 821 | $393,423 | |
| ABBV | AbbVie Inc. | +16 | 1,146 | $249,243 | |
| V | Visa Inc. | +16 | 980 | $296,195 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
1 positions ·
$219,602 total
· Consumer Defensive only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,767 | $219,602 | 100.00% |