HILLTOP WEALTH ADVISORS, LLC

RIA/Wealth

HILLTOP WEALTH ADVISORS, LLC is a RIA/Wealth based in Chapel Hill, NC led by Benjamin Richard Yeager, reporting $502.8M in AUM as of Q3 2025 with 85% ETF concentration, 68% concentrated in top 10 holdings, and 21% allocation to IUSG.

Managing PartnerBenjamin Richard Yeager

Portfolio Value: $191.9M
Positions: 51
Top Holding: IUSG at 20.7%
Last Reported: Q3 2025

Address6340 Quadrangle Drive, Suite 100, Chapel Hill, NC, 27517, United States

Top Holdings

Largest long holdings in HILLTOP WEALTH ADVISORS, LLC's portfolio (67.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P U.S. Growth IUSG	ETF ETF	$39.7M	20.70%	+$53.8K Bought	— 241.4K shares	Q2 2022 Held for 3y 5m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$24.3M	12.66%	+$914.9K Bought	— 36.3K shares	Q4 2019 Held for 5y 11m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$15.5M	8.06%	+$568.5K Bought	— 258.2K shares	Q4 2019 Held for 5y 11m
4 XLV Health Care Select Sector SPDR Fund XLV	ETF ETF	$12.9M	6.75%	+$1.1M Bought	— 93.0K shares	Q4 2022 Held for 2y 11m
5 Fidelity MSCI Energy Index ETF FENY	ETF ETF	$12.9M	6.73%	+$12.9M Bought	— 522.2K shares	Q3 2025 Held for 2 months
6 iShares MSCI USA ESG Select SUSA	ETF ETF	$5.8M	3.03%	-$46.9K Sold	— 42.9K shares	Q4 2020 Held for 4y 11m
7 Microsoft MSFT	Software - Infrastructure Technology	$5.0M	2.62%	+$2.1M Bought	0.00% 9.7K shares	Q4 2019 Held for 5y 11m
8 Apple AAPL	Consumer Electronics Technology	$5.0M	2.61%	+$3.3M Bought	0.00% 19.6K shares	Q1 2024 Held for 1y 8m
9 Schwab U.S. Mid-Cap ETF SCHM	ETF ETF	$4.7M	2.46%	+$58.9K Bought	— 159.2K shares	Q2 2020 Held for 5y 5m
10 iShares S&P 500 Value IVE	ETF ETF	$4.4M	2.29%	-$122.7K Sold	— 21.3K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HILLTOP WEALTH ADVISORS, LLC's latest filing

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Market Value

$191.9M

Prior: $178.0M

Q/Q Change

+7.78%

+$13.9M

Net Flows % of MV

-5.96%

Turnover Ratio

9.23%

New Purchases

0 stocks

Added To

24 stocks

+$17.7M

Sold Out Of

2 stocks

$2.9M

Reduced Holdings

17 stocks

-$26.2M

Increased Positions

Position	Shares Δ	Change
1 Alphabet Inc. GOOGL	+611.43%	2.1K → 15.1K +$3.1M
2 Amazon AMZN	+548.77%	2.2K → 14.2K +$2.6M
3 Apple AAPL	+187.16%	6.8K → 19.6K +$3.3M
4 Nvidia NVDA	+168.78%	8.3K → 22.4K +$2.6M
5 Berkshire Hathaway BRK.B	+93.24%	769.0 → 1.5K +$360.5K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Tax-Exempt Bond Index Fund VTEB	Sold	55.4K → 0 −$2.7M
2 General Electric GE	Sold	823.0 → 0 −$211.8K
3 J.P. Morgan Nasdaq Equity Premium Income JEPQ	-95.73%	465.8K → 19.9K −$25.6M
4 International Business Machines IBM	-3.81%	10.7K → 10.3K −$114.6K
5 iShares S&P 500 Value IVE	-2.71%	21.9K → 21.3K −$122.7K