HILLTOP WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Chapel Hill, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 166,890
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.23 K | 9.7% | 0 | 128.1 K | -128.1 K |
| ETFs | 150.7 K | 90.3% | 95.83 K | 0 | 95.83 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
166,890
Holdings
53
QoQ value change ($000)
-32,248
(-16.2%)
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.