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The Analysis of HILLTOP WEALTH ADVISORS, LLC's Holdings & P&L

Currently, HILLTOP WEALTH ADVISORS, LLC holds 53 types of securities in its portfolio with a total value $166.9M. In the most recent quarter, they have increased their positions in VWO (+40.9K shares, valued at $2.2M), PULS (+10.1K shares, valued at $498.9K), ESGE (+10.6K shares, valued at $481.9K); decreased their positions in N/A (-13.1K shares, valued at $3.8M), AAPL (-11.8K shares, valued at $3.0M), AMZN (-12.1K shares, valued at $2.5M); initiated new positions in PULS (+10.1K shares, valued at $498.9K), N/A (+1.7K shares, valued at $228.1K), WMT (+1.8K shares, valued at $219.6K).

1M P&L

+8.6M+4.82%

3M P&L

-19.4M-9.43%

HY P&L

-12.4M-6.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A150.1M

91.3%

2Semiconductors3.7M

2.3%

3Information Technology Services2.5M

1.5%

Top Industries by Stock Count

1N/A30 stocks

65.2%

2Drug Manufacturers - General2 stocks

4.3%

3Information Technology Services2 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSG ISHARES TR241.3K shares1.12%2026-03-312026-04-15

IVV ISHARES TR36.4K shares-0.15%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS255.9K shares-2.89%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR96.5K shares1.10%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F111.0K shares58.45%2026-03-312026-04-15

SUSA ISHARES TR41.7K shares-0.65%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR152.4K shares-4.34%2026-03-312026-04-15

IVE ISHARES TR20.3K shares-2.85%2026-03-312026-04-15

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IUSV ISHARES TR40.5K shares-5.42%2026-03-312026-04-15

VO VANGUARD INDEX FDS13.3K shares0.00%2026-03-312026-04-15

NVDA NVIDIA CORPORATION21.3K shares-8.56%2026-03-312026-04-15

ESGD ISHARES TR35.7K shares0.10%2026-03-312026-04-15

IVW ISHARES TR29.8K shares-4.86%2026-03-312026-04-15

MGK VANGUARD WORLD FD8.3K shares-1.30%2026-03-312026-04-15

MGC VANGUARD WORLD FD11.8K shares-1.85%2026-03-312026-04-15

IWR ISHARES TR28.2K shares-5.91%2026-03-312026-04-15

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IDEV ISHARES TR32.3K shares-3.18%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS10.3K shares-0.25%2026-03-312026-04-15

MGV VANGUARD WORLD FD14.9K shares-0.26%2026-03-312026-04-15

AAPL APPLE INC8.3K shares-58.59%2026-03-312026-04-15

MSFT MICROSOFT CORP5.4K shares-45.41%2026-03-312026-04-15

XJH ISHARES TR43.8K shares-1.15%2026-03-312026-04-15

ESGE ISHARES INC29.2K shares57.00%2026-03-312026-04-15

SPEM SPDR INDEX SHS FDS21.5K shares46.44%2026-03-312026-04-15

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VUG VANGUARD INDEX FDS2.1K shares-1.12%2026-03-312026-04-15

IJH ISHARES TR12.8K shares5.28%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.7K shares-83.02%2026-03-312026-04-15

ET ENERGY TRANSFER L P37.2K shares0.00%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR22.6K shares-17.22%2026-03-312026-04-15

IEFA ISHARES TR6.8K shares0.00%2026-03-312026-04-15

AMZN AMAZON COM INC2.5K shares-82.65%2026-03-312026-04-15

PULS PGIM ETF TR10.1K sharesnew addition2026-03-312026-04-15

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OEF ISHARES TR1.4K shares0.00%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON1.7K shares9.70%2026-03-312026-04-15

DSI ISHARES TR3.3K shares0.00%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL821 shares1.99%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO1.3K shares2.91%2026-03-312026-04-15

MUB ISHARES TR3.5K shares0.00%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T540 shares0.00%2026-03-312026-04-15

BROADCOM INC BROADCOM INC1.1K shares17.92%2026-03-312026-04-15

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META META PLATFORMS INC579 shares4.70%2026-03-312026-04-15

V VISA INC980 shares1.66%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS471 shares-1.26%2026-03-312026-04-15

VTR VENTAS INC3.3K shares1.00%2026-03-312026-04-15

TSLA TESLA INC722 shares-30.38%2026-03-312026-04-15

VV VANGUARD INDEX FDS849 shares0.00%2026-03-312026-04-15

ABBV ABBVIE INC1.1K shares1.42%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR425 shares-5.35%2026-03-312026-04-15

Sponsored

MERCK & CO INC MERCK & CO INC2.0K shares5.35%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K sharesnew addition2026-03-312026-04-15

WELL WELLTOWER INC1.1K shares2.87%2026-03-312026-04-15

WMT WALMART INC1.8K sharesnew addition2026-03-312026-04-15

WIT WIPRO LTD11.5K sharesnew addition2026-03-312026-04-15

IUSG

ISHARES TR

1.12%

Shares241.3K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-0.15%

Shares36.4K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

-2.89%

Shares255.9K

Event2026-03-31

Filed2026-04-15

XLV

SELECT SECTOR SPDR TR

1.10%

Shares96.5K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

58.45%

Shares111.0K

Event2026-03-31

Filed2026-04-15

SUSA

ISHARES TR

-0.65%

Shares41.7K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB STRATEGIC TR

-4.34%

Shares152.4K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

-2.85%

Shares20.3K

Event2026-03-31

Filed2026-04-15

IUSV

ISHARES TR

-5.42%

Shares40.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-8.56%

Shares21.3K

Event2026-03-31

Filed2026-04-15

ESGD

ISHARES TR

0.10%

Shares35.7K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

-4.86%

Shares29.8K

Event2026-03-31

Filed2026-04-15

MGK

VANGUARD WORLD FD

-1.30%

Shares8.3K

Event2026-03-31

Filed2026-04-15

MGC

VANGUARD WORLD FD

-1.85%

Shares11.8K

Event2026-03-31

Filed2026-04-15

IWR

ISHARES TR

-5.91%

Shares28.2K

Event2026-03-31

Filed2026-04-15

IDEV

ISHARES TR

-3.18%

Shares32.3K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

-0.25%

Shares10.3K

Event2026-03-31

Filed2026-04-15

MGV

VANGUARD WORLD FD

-0.26%

Shares14.9K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-58.59%

Shares8.3K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-45.41%

Shares5.4K

Event2026-03-31

Filed2026-04-15

XJH

ISHARES TR

-1.15%

Shares43.8K

Event2026-03-31

Filed2026-04-15

ESGE

ISHARES INC

57.00%

Shares29.2K

Event2026-03-31

Filed2026-04-15

SPEM

SPDR INDEX SHS FDS

46.44%

Shares21.5K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

-1.12%

Shares2.1K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

5.28%

Shares12.8K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-83.02%

Shares2.7K

Event2026-03-31

Filed2026-04-15

ENERGY TRANSFER L P

0.00%

Shares37.2K

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

-17.22%

Shares22.6K

Event2026-03-31

Filed2026-04-15

IEFA

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-82.65%

Shares2.5K

Event2026-03-31

Filed2026-04-15

PULS

PGIM ETF TR

New

Shares10.1K

Event2026-03-31

Filed2026-04-15

OEF

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

9.70%

Shares1.7K

Event2026-03-31

Filed2026-04-15

DSI

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

1.99%

Shares821

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

2.91%

Shares1.3K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares540

Event2026-03-31

Filed2026-04-15

BROADCOM INC

17.92%

Shares1.1K

Event2026-03-31

Filed2026-04-15