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Disclosed positions
HILLTOP WEALTH ADVISORS, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IUSG
- Class
- CORE S&P US GWT
- Reported value
- $42,959,386
- Reported amount
- 228,398
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000997Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IUSG | CORE S&P US GWT | $42,959,386 | 228,398 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $26,385,722 | 35,233 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $18,205,418 | 255,515 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $16,689,472 | 105,190 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $6,804,147 | 113,991 | SH | None |
| ISHARES TR | SUSA | ESG OPTIMIZED | $6,170,881 | 39,993 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $5,634,148 | 152,811 | SH | None |
| ISHARES TR | IUSV | CORE S&P US VLU | $5,080,707 | 46,125 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $4,512,587 | 19,874 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $4,365,932 | 21,820 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $4,292,739 | 53,280 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $4,029,521 | 29,299 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $3,654,867 | 35,550 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $3,579,246 | 40,715 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $3,313,252 | 30,033 | SH | None |
| VANGUARD WORLD FD | MGC | MEGA CAP INDEX | $3,233,635 | 11,818 | SH | None |
| NETAPP INC | NTAP | COM | $2,883,798 | 18,634 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $2,861,212 | 10,175 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $2,819,579 | 31,677 | SH | None |
| APPLE INC | AAPL | COM | $2,583,518 | 8,928 | SH | None |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $2,434,030 | 14,892 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,361,062 | 11,800 | SH | Put |
| ISHARES TR | XJH | ESG SELECT SCRE | $2,176,741 | 41,740 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,027,250 | 5,435 | SH | None |
| ISHARES INC | ESGE | ESG AWR MSCI EM | $1,596,241 | 29,187 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $1,134,500 | 21,910 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,096,779 | 3,069 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,096,100 | 12,725 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $989,722 | 12,835 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $760,859 | 22,484 | SH | None |
| AMAZON COM INC | AMZN | COM | $744,929 | 3,125 | SH | None |
| ENERGY TRANSFER L P | ET | COM UT LTD PTN | $710,882 | 37,180 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $659,564 | 6,829 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $605,472 | 1,210 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $597,533 | 1,691 | SH | None |
| MCKESSON CORP | MCK | COM | $540,254 | 715 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $512,505 | 444 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $511,023 | 17,364 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $501,797 | 1,533 | SH | None |
| PGIM ETF TR | PULS | PGIM ULTRA SH BD | $499,365 | 10,078 | SH | None |
| PIMCO ETF TR | BOND | ACTIVE BD ETF | $498,487 | 5,406 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $471,241 | 1,288 | SH | None |
| ISHARES TR | DSI | ESG MSCI KLD ETF | $465,331 | 3,268 | SH | None |
| BROADCOM INC | AVGO | COM | $462,366 | 1,224 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $460,702 | 1,814 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $405,496 | 543 | SH | None |
| VISA INC | V | COM CL A | $395,240 | 1,152 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $379,059 | 3,522 | SH | None |
| META PLATFORMS INC | META | CL A | $368,398 | 654 | SH | None |
| ISHARES TR | ACWX | MSCI ACWI EX US | $347,747 | 4,569 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 1 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.