Current Market Value 178,010,938
Current Holdings 51
Most Recent File Date 2025-07-11
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Hilltop Wealth Advisors, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-11 2025-06-30 13F-HR 51 178,011
2025-04-16 2025-03-31 13F-HR 51 177,099
2025-01-08 2024-12-31 13F-HR 51 197,789
2024-10-09 2024-09-30 13F-HR 51 214,344
2024-07-03 2024-06-30 13F-HR 52 199,265
2024-04-05 2024-03-31 13F-HR 50 195,607
2024-01-17 2023-12-31 13F-HR 42 175,402
2023-10-16 2023-09-30 13F-HR 36 129,212
2023-07-19 2023-06-30 13F-HR 35 135,613
2023-04-19 2023-03-31 13F-HR 37 124,296
2023-02-02 2022-12-31 13F-HR 39 117,894
2022-11-10 2022-09-30 13F-HR 36 97,291
2022-07-15 2022-06-30 13F-HR 30 102,647
2022-04-19 2022-03-31 13F-HR 30 117,439
2022-01-19 2021-12-31 13F-HR 36 144,002
2021-10-21 2021-09-30 13F-HR 36 142,379
2021-07-12 2021-06-30 13F-HR 36 141,353
2021-04-13 2021-03-31 13F-HR 36 130,773
2021-01-15 2020-12-31 13F-HR 33 112,293
2020-10-21 2020-09-30 13F-HR 30 98,752
2020-07-09 2020-06-30 13F-HR 29 91,338
2020-04-03 2020-03-31 13F-HR 25 81,912
2020-02-03 2019-12-31 13F-HR 29 96,412