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Hilltop Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Hilltop Wealth Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$433K Hold
1,362
– – 0.26% 33
2025
Q4 		$467K Hold
1,362
– – 0.23% 34
2025
Q3 		$453K Buy
1,362
+187
+16% +$59.5K 0.24% 35
2025
Q2 		$358K Hold
1,175
– – 0.2% 38
2025
Q1 		$318K Buy
+1,175
New +$337K 0.18% 40

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Hilltop Wealth Advisors's OEF Position: Q1 2026 in Review

Hilltop Wealth Advisors held its iShares S&P 100 ETF (OEF) position steady in Q1 2026 at 1,362 shares worth $433K. The position accounts for 0.26% of the portfolio, ranked #33.

Hilltop Wealth Advisors first reported a position in OEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $467K in Q4 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Hilltop Wealth Advisors held 1,362 shares of iShares S&P 100 ETF worth $433K as of Q1 2026.
  • Hilltop Wealth Advisors left its iShares S&P 100 ETF share count unchanged in Q1 2026.
  • iShares S&P 100 ETF made up 0.26% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • Hilltop Wealth Advisors first reported a position in iShares S&P 100 ETF in Q1 2025 and has held it in 5 quarters since.
  • Hilltop Wealth Advisors's iShares S&P 100 ETF position peaked at $467K in Q4 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.