HW
Hilltop Wealth Advisors, LLC
13F filer · CIK 0001786241Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$202MU.S. long equity reported on 13F
Positions3914 new · 1 closed
Net flow last quarter+$7.89MBuys minus sells
Top 10 positions weight13.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 202639 positions | |||||
| $6.17M | 3.05% | Not reported | -4.1% | Q4 2020 | |
| $4.37M | 2.16% | 0.00% | +2.6% | Q1 2024 | |
| $2.88M | 1.43% | 0.01% | New | Q2 2026 | |
| $2.86M | 1.41% | 0.00% | -0.8% | Q1 2024 | |
| $2.82M | 1.39% | Not reported | -2.0% | Q3 2022 | |
| $2.58M | 1.28% | 0.00% | +7.2% | Q1 2024 | |
| $2.03M | 1.00% | 0.00% | -0.1% | Q4 2019 | |
| $1.1M | 0.54% | 0.00% | +14.6% | Q2 2024 | |
| $745K | 0.37% | 0.00% | +23.3% | Q2 2024 | |
| $711K | 0.35% | 0.00% | Not reported | Q1 2024 | |
| $605K | 0.30% | Not reported | +47.4% | Q1 2025 | |
| $598K | 0.30% | Not reported | New | Q2 2026 | |
| $540K | 0.27% | 0.00% | New | Q2 2026 | |
| $513K | 0.25% | 0.00% | New | Q2 2026 | |
| $502K | 0.25% | 0.00% | +17.3% | Q4 2019 | |
| $499K | 0.25% | 0.06% | Not reported | Q1 2026 | |
| $462K | 0.23% | 0.00% | +12.7% | Q2 2025 | |
| $461K | 0.23% | 0.00% | +7.0% | Q4 2019 | |
| $405K | 0.20% | Not reported | +0.6% | Q1 2025 | |
| $395K | 0.20% | 0.00% | +17.6% | Q1 2025 | |
| $368K | 0.18% | Not reported | +13.0% | Q3 2024 | |
| $341K | 0.17% | 0.00% | Not reported | Q2 2025 | |
| $333K | 0.16% | 0.00% | New | Q2 2026 | |
| $313K | 0.15% | Not reported | Not reported | Q2 2025 | |
| $307K | 0.15% | 0.00% | +6.5% | Q4 2022 | |
| $304K | 0.15% | 0.00% | Not reported | Q4 2024 | |
| $300K | 0.15% | 0.00% | +0.9% | Q4 2019 | |
| $290K | 0.14% | 0.00% | New | Q2 2026 | |
| $277K | 0.14% | 0.00% | New | Q2 2026 | |
| $275K | 0.14% | 0.00% | New | Q2 2026 | |
| $265K | 0.13% | 0.00% | +1.9% | Q4 2025 | |
| $257K | 0.13% | 0.00% | Not reported | Q1 2021 | |
| $251K | 0.12% | 0.00% | -2.8% | Q1 2024 | |
| $235K | 0.12% | 0.00% | New | Q2 2026 | |
| $232K | 0.11% | 0.00% | New | Q2 2026 | |
| $228K | 0.11% | 0.00% | Not reported | Q4 2019 | |
| DEDUKDuke Energy CORP | $219K | 0.11% | 0.00% | -0.7% | Q4 2019 |
| $217K | 0.11% | 0.00% | +8.5% | Q2 2022 | |
| $204K | 0.10% | 0.00% | New | Q2 2026 | |
| Q1 2026Reported Apr 15, 202626 positions | |||||
| $5.51M | 3.30% | Not reported | -0.7% | Q4 2020 | |
| $3.71M | 2.22% | 0.00% | -8.6% | Q1 2024 | |
| $2.7M | 1.62% | Not reported | -3.2% | Q3 2022 | |
| $2.49M | 1.49% | 0.00% | -0.3% | Q1 2024 | |
| $2.11M | 1.27% | 0.00% | -58.6% | Q1 2024 | |
| $2.01M | 1.21% | 0.00% | -45.4% | Q4 2019 | |
| $770K | 0.46% | 0.00% | -83.0% | Q2 2024 | |
| $718K | 0.43% | 0.00% | Not reported | Q1 2024 | |
| $528K | 0.32% | 0.00% | -82.7% | Q2 2024 | |
| $499K | 0.30% | 0.06% | New | Q1 2026 | |
| $415K | 0.25% | 0.00% | +9.7% | Q4 2019 | |
| $393K | 0.24% | Not reported | +2.0% | Q1 2025 | |
| $385K | 0.23% | 0.00% | +2.9% | Q4 2019 | |
| $351K | 0.21% | Not reported | Not reported | Q1 2025 | |
| $336K | 0.20% | 0.00% | +17.9% | Q2 2025 | |
| $331K | 0.20% | Not reported | +4.7% | Q3 2024 | |
| $296K | 0.18% | 0.00% | +1.7% | Q1 2025 | |
| $274K | 0.16% | 0.00% | +1.0% | Q4 2019 | |
| $269K | 0.16% | 0.00% | -30.4% | Q4 2024 | |
| $249K | 0.15% | 0.00% | +1.4% | Q4 2022 | |
| $245K | 0.15% | Not reported | -5.4% | Q2 2025 | |
| $241K | 0.14% | 0.00% | +5.4% | Q1 2024 | |
| DEDUKDuke Energy CORP | $228K | 0.14% | 0.00% | Not reported | Q4 2019 |
| $227K | 0.14% | 0.00% | +2.9% | Q4 2025 | |
| $220K | 0.13% | 0.00% | Not reported | Q2 2022 | |
| $24.3K | 0.01% | 0.00% | New | Q1 2026 | |
| Q4 2025Reported Jan 14, 202625 positions | |||||
| $5.85M | 2.94% | Not reported | -2.2% | Q4 2020 | |
| $5.47M | 2.75% | 0.00% | +2.5% | Q1 2024 | |
| $4.94M | 2.48% | 0.00% | +4.7% | Q2 2024 | |
| $4.82M | 2.42% | 0.00% | +2.6% | Q4 2019 | |
| $4.34M | 2.18% | 0.00% | +3.8% | Q1 2024 | |
| $3.37M | 1.69% | 0.00% | +2.8% | Q2 2024 | |
| $3.04M | 1.53% | 0.00% | +0.3% | Q1 2024 | |
| $2.75M | 1.38% | Not reported | -0.6% | Q3 2022 | |
| $613K | 0.31% | 0.00% | Not reported | Q1 2024 | |
| $466K | 0.23% | 0.00% | +70.6% | Q4 2024 | |
| $409K | 0.21% | 0.00% | +13.3% | Q4 2019 | |
| $405K | 0.20% | Not reported | -45.8% | Q1 2025 | |
| $368K | 0.18% | Not reported | Not reported | Q1 2025 | |
| $365K | 0.18% | Not reported | -1.4% | Q3 2024 | |
| $338K | 0.17% | 0.00% | -1.7% | Q1 2025 | |
| $320K | 0.16% | 0.00% | -10.8% | Q4 2019 | |
| $319K | 0.16% | 0.00% | +12.6% | Q2 2025 | |
| $276K | 0.14% | Not reported | Not reported | Q2 2025 | |
| $258K | 0.13% | 0.00% | -13.3% | Q4 2022 | |
| $257K | 0.13% | 0.00% | +0.9% | Q4 2019 | |
| $227K | 0.11% | 0.00% | +12.7% | Q4 2019 | |
| $215K | 0.11% | 0.00% | -13.1% | Q4 2022 | |
| $207K | 0.10% | 0.00% | New | Q4 2025 | |
| $203K | 0.10% | 0.00% | Not reported | Q1 2021 | |
| $201K | 0.10% | 0.00% | Not reported | Q1 2024 | |
| Q3 2025Reported Oct 16, 202522 positions | |||||
| $5.82M | 3.03% | Not reported | -0.8% | Q4 2020 | |
| $5.03M | 2.62% | 0.00% | +73.3% | Q4 2019 | |
| $5M | 2.61% | 0.00% | +187.2% | Q1 2024 | |
| $4.18M | 2.18% | 0.00% | +168.8% | Q1 2024 | |
| $3.66M | 1.91% | 0.00% | +611.4% | Q2 2024 | |
| $3.12M | 1.63% | 0.00% | +548.8% | Q2 2024 | |
| $2.89M | 1.51% | 0.00% | -3.8% | Q1 2024 | |
| $2.69M | 1.40% | Not reported | -0.4% | Q3 2022 | |
| $747K | 0.39% | Not reported | +93.2% | Q1 2025 | |
| $638K | 0.33% | 0.00% | Not reported | Q1 2024 | |
| $412K | 0.21% | Not reported | +6.1% | Q3 2024 | |
| $360K | 0.19% | Not reported | -1.3% | Q1 2025 | |
| $354K | 0.18% | 0.00% | +0.8% | Q4 2019 | |
| $335K | 0.17% | 0.00% | -1.4% | Q1 2025 | |
| $322K | 0.17% | 0.00% | +16.2% | Q4 2019 | |
| $302K | 0.16% | 0.00% | +2.0% | Q4 2022 | |
| $271K | 0.14% | 0.00% | Not reported | Q4 2024 | |
| $270K | 0.14% | 0.00% | +9.4% | Q2 2025 | |
| $270K | 0.14% | Not reported | Not reported | Q2 2025 | |
| $264K | 0.14% | 0.00% | -0.3% | Q4 2022 | |
| $230K | 0.12% | 0.00% | +1.1% | Q4 2019 | |
| $203K | 0.11% | 0.00% | -0.1% | Q4 2019 | |
Premium opens every quarter this fund has filed