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Home > Institutional Investor > Hilltop Wealth Advisors, Llc > Profile

Instuitional Investor - Hilltop Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Hilltop Wealth Advisors, Llc
Portfolio Value $178,010,938
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 241,047 $36,253,423 20.37%
2.
J P Morgan Exchange Traded F
 465,775 $25,338,156 14.23%
3.
Ishares Trust
 IEF 34,930 $21,688,041 12.18%
4.
Vanguard Tax-Managed Fds
 248,670 $14,176,690 7.96%
5.
Sector Spdr Trust
 XLB 85,053 $11,464,345 6.44%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)