HILLTOP WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Chapel Hill, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 202,223
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 74 | 202,223 | 13F-HR | HILLTOP WEALTH ADVISORS, LLC |
| Q1 2026 | 4/15/2026 | 53 | 166,890 | 13F-HR | HILLTOP WEALTH ADVISORS, LLC |
| Q4 2025 | 1/14/2026 | 54 | 199,138 | 13F-HR | HILLTOP WEALTH ADVISORS, LLC |
| Q3 2025 | 10/16/2025 | 51 | 191,863 | 13F-HR | HILLTOP WEALTH ADVISORS, LLC |
| Q2 2025 | 7/11/2025 | 51 | 178,011 | 13F-HR | HILLTOP WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.361 K
(1.2% of total reported value)
· QoQ Δ:
+2.361 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.25 K | 13.1% | 10.03 K | 0 | 10.03 K |
| ETFs | 173.6 K | 86.9% | 22.95 K | 0 | 22.95 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
202,223
Holdings
74
QoQ value change ($000)
35,333
(21.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.