Notify me when HILLTOP WEALTH ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 54 | $199,137,679 | +$3,244,298 | -$1,869,359 | +$1,374,939 | IUSG, IVV, VEA, XLV, FENY | 13F-HR | 13 Jan 2026, 19:31 |
| Q3 2025 | 51 | $191,863,450 | +$30,840,280 | -$29,099,555 | +$1,740,725 | IUSG, IVV, VEA, XLV, FENY | 13F-HR | 16 Oct 2025, 14:45 |
| Q2 2025 | 51 | $178,010,938 | +$12,732,444 | -$26,118,339 | -$13,385,895 | IUSG, JEPQ, IVV, VEA, XLV | 13F-HR | 11 Jul 2025, 15:45 |
| Q1 2025 | 51 | $177,098,676 | +$6,088,999 | -$18,552,434 | -$12,463,435 | IUSG, JEPQ, IVV, IJR, XLV | 13F-HR | 16 Apr 2025, 13:06 |
| Q4 2024 | 51 | $197,789,134 | +$6,884,312 | -$18,069,371 | -$11,185,059 | IUSG, JEPQ, VTEB, IVV, IJR | 13F-HR | 08 Jan 2025, 12:03 |
| Q3 2024 | 51 | $214,343,500 | +$9,368,015 | -$4,261,153 | +$5,106,862 | IUSG, JEPQ, VTEB, IVV, IJR | 13F-HR | 09 Oct 2024, 12:06 |
| Q2 2024 | 52 | $199,265,370 | +$14,791,573 | -$13,292,346 | +$1,499,227 | IUSG, JEPQ, VTEB, IVV, IJR | 13F-HR | 03 Jul 2024, 08:46 |
| Q1 2024 | 50 | $195,606,981 | +$26,032,617 | -$16,575,465 | +$9,457,152 | IUSG, VTEB, IVV, IJR, BLV | 13F-HR | 05 Apr 2024, 14:59 |
| Q4 2023 | 42 | $175,401,503 | +$46,594,123 | -$11,575,108 | +$35,019,015 | IUSG, JEPI, IVV, VTEB, BLV | 13F-HR | 17 Jan 2024, 12:47 |
| Q3 2023 | 36 | $129,212,429 | +$2,516,982 | -$4,014,353 | -$1,497,371 | IUSG, XLV, JEPI, IVV, VEA | 13F-HR | 16 Oct 2023, 14:47 |
| Q2 2023 | 35 | $135,613,100 | +$23,444,695 | -$18,791,314 | +$4,653,381 | IUSG, XLV, JEPI, IVV, VEA | 13F-HR | 19 Jul 2023, 14:34 |
| Q1 2023 | 37 | $124,295,793 | +$4,260,868 | -$2,822,503 | +$1,438,365 | IUSG, XLV, IVV, IJR, VEA | 13F-HR | 19 Apr 2023, 08:50 |
| Q4 2022 | 39 | $117,894,002 | +$40,315,951 | -$25,835,644 | +$14,480,307 | XLV, IUSG, IVV, IJR, VEA | 13F-HR | 02 Feb 2023, 12:52 |
| Q3 2022 | 36 | $97,291,000 | +$12,455,472 | -$10,033,090 | +$2,422,382 | IUSG, XLRE, IJR, VEA, VWO | 13F-HR | 10 Nov 2022, 15:18 |
| Q2 2022 | 30 | $102,647,000 | +$21,330,893 | -$17,084,977 | +$4,245,916 | XLRE, IUSG, IJR, VEA, VWO | 13F-HR | 15 Jul 2022, 11:35 |
| Q1 2022 | 30 | $117,439,000 | +$25,571,144 | -$50,101,609 | -$24,530,465 | IVW, XLRE, IJR, VEA, IVE | 13F-HR | 19 Apr 2022, 16:46 |
| Q4 2021 | 36 | $144,002,000 | +$1,070,728 | -$8,116,560 | -$7,045,832 | IVW, IJR, MUB, VEA, USMV | 13F-HR | 19 Jan 2022, 16:00 |
| Q3 2021 | 36 | $142,379,000 | +$4,297,568 | -$1,561,128 | +$2,736,440 | IVW, MUB, IJR, VEA, FENY | 13F-HR | 21 Oct 2021, 12:29 |
| Q2 2021 | 36 | $141,353,000 | +$2,738,583 | -$537,750 | +$2,200,833 | IVW, MUB, IJR, VEA, FENY | 13F-HR | 12 Jul 2021, 14:22 |
| Q1 2021 | 36 | $130,773,000 | +$20,796,111 | -$8,322,896 | +$12,473,215 | IVW, MUB, IJR, VEA, FENY | 13F-HR | 13 Apr 2021, 14:44 |
| Q4 2020 | 33 | $112,293,000 | +$29,043,738 | -$6,419,932 | +$22,623,806 | IVW, MUB, VEA, USMV, FENY | 13F-HR | 15 Jan 2021, 16:25 |
| Q3 2020 | 30 | $98,752,000 | +$3,608,039 | -$428,869 | +$3,179,170 | IVW, MUB, VEA, USMV, XLE | 13F-HR | 21 Oct 2020, 15:12 |
| Q2 2020 | 29 | $91,338,000 | +$39,343,899 | -$42,643,230 | -$3,299,331 | IVW, MUB, VEA, USMV, XLE | 13F-HR | 09 Jul 2020, 08:05 |
| Q1 2020 | 25 | $81,912,000 | +$6,660,384 | -$3,454,009 | +$3,206,375 | EFAV, IVW, USMV, VO, EEMV | 13F-HR | 03 Apr 2020, 11:20 |
| Q4 2019 | 29 | $96,412,000 | $0 | $0 | $0 | EFAV, IVW, USMV, VO, IJH | 13F-HR | 03 Feb 2020, 17:27 |