HILLTOP WEALTH ADVISORS, LLC - Portfolio overview
HILLTOP WEALTH ADVISORS, LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-04-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- IUSG - ISHARES TR, 20.63%
- IVV - ISHARES TR, 13.11%
- VEA - VANGUARD TAX-MANAGED FDS, 9.04%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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