Hilltop Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Hilltop Partners LLC reported 102 stock positions worth $296.3 million. Its top holding was Vanguard Russell 1000 (VONE) at 15.7% of the portfolio, followed by Xtrackers MSCI Eafe Hedged E (DBEF, 13.7%) and SS SPDR P S&P 500 Growth ETF (SPYG, 8.0%). Compared with Q4 2024, it opened 4 new positions, sold out of 6, added to 46 and reduced 39. The biggest buy was Xtrackers MSCI Eafe Hedged E (DBEF, shares +98%) and the biggest sale Vanguard Russell 1000 (VONE, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- MISHAWAKA, IN
- CIK
- 0001957867
- Portfolio Value
- $296.3M (Q1 2025)
- SEC Filing
- 0001104659-25-049203 ↗ filed May 15, 2025
Holdings Value
Holdings 102 stocks · $296.3M
| VONE Vanguard Russell 1000 | 15.66% | 182,775 | $46.4M | Reduce -32.7% |
| DBEF Xtrackers MSCI Eafe Hedged E | 13.72% | 939,046 | $40.7M | Add +98.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 8.00% | 294,812 | $23.7M | Add +120.0% |
| SPHY SS SPDR P High Yield ETF | 6.95% | 879,151 | $20.6M | Add +17.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.20% | 106,426 | $18.4M | Reduce -33.6% |
| SRLN SS Blackstone Sr Loan ETF | 3.32% | 238,830 | $9.8M | Add +26.9% |
| VWOB Vanguard Emerg MKTS Gov BND | 3.28% | 151,389 | $9.7M | Add +26.6% |
| GHYG iShares Us&intl High Yield C | 3.27% | 217,581 | $9.7M | Add +24.1% |
| ICVT iShares Convertible Bond ETF | 3.24% | 114,737 | $9.6M | Add +25.9% |
| AAPL Apple Inc. | 2.51% | 33,462 | $7.4M | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 1.58% | 80,047 | $4.7M | Reduce -44.7% |
| SCHR Schwab Intermediate-Term US | 1.44% | 171,300 | $4.3M | Add +3.6% |
| VMBS Vanguard Mortgage-Backed Sec | 1.41% | 90,159 | $4.2M | Add +7.4% |
| XOM Exxon Mobil Corp. | 1.17% | 29,040 | $3.5M | Reduce -15.4% |
| MSFT Microsoft Corp. | 1.16% | 9,163 | $3.4M | Add +7.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.07% | 116,163 | $3.2M | Add +13.4% |
| NVDA Nvidia Corp. | 0.88% | 23,967 | $2.6M | Add +16.7% |
| AMZN Amazon.com Inc. | 0.87% | 13,608 | $2.6M | Add +9.5% |
| JNJ Johnson & Johnson | 0.78% | 13,966 | $2.3M | Reduce -6.3% |
| MA Mastercard Inc. Class A | 0.77% | 4,143 | $2.3M | Reduce -3.2% |
| V Visa Inc. Class A | 0.76% | 6,398 | $2.2M | Reduce -8.9% |
| UNH Unitedhealth Group Inc. | 0.76% | 4,280 | $2.2M | Add +10.0% |
| PG The Procter & Gamble Co. | 0.75% | 13,075 | $2.2M | Add +3.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.74% | 23,303 | $2.2M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.73% | 3,778 | $2.2M | Add +7.5% |
| GOOGL Alphabet Inc. Class A | 0.70% | 13,378 | $2.1M | Add +4.6% |
| AVGO Broadcom Inc. | 0.70% | 12,332 | $2.1M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 0.68% | 8,251 | $2.0M | Add +8.8% |
| ETN Eaton Corp. PLC | 0.68% | 7,389 | $2.0M | No change |
| TSLA Tesla Inc. | 0.68% | 7,744 | $2.0M | Add +12.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.62% | 36,951 | $1.8M | Add +0.2% |
| WPC WP Carey Inc. | 0.57% | 26,631 | $1.7M | Add +0.1% |
| SPIB SS SPDR P Int C Corp. ETF | 0.55% | 49,129 | $1.6M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 2,765 | $1.5M | Reduce -5.2% |
| AMP Ameriprise Financial Inc. | 0.49% | 3,014 | $1.5M | Add +3.0% |
| LLY Eli Lilly & Co. | 0.48% | 1,733 | $1.4M | Reduce -0.6% |
| CVX Chevron Corp. | 0.45% | 8,000 | $1.3M | Reduce -4.8% |
| WMT Walmart Inc. | 0.43% | 14,631 | $1.3M | Add +11.8% |
| CSCO Cisco Systems Inc. | 0.39% | 18,897 | $1.2M | Reduce -6.2% |
| COST Costco Wholesale Corp. | 0.38% | 1,200 | $1.1M | Add +7.9% |
| KO The Coca-Cola Co. | 0.35% | 14,646 | $1.0M | Reduce -11.2% |
| HON Honeywell International Inc. | 0.35% | 4,885 | $1.0M | Add +1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 8,223 | $1.0M | Add +2.7% |
| EOG EOG Resources Inc. | 0.33% | 7,655 | $982K | Add +3.4% |
| MRK Merck & Co. Inc. | 0.33% | 10,740 | $964K | Add +6.1% |
| APH Amphenol Corp. Class A | 0.32% | 14,349 | $941K | Add +3.6% |
| EMR Emerson Electric Co. | 0.32% | 8,532 | $935K | Add +13.4% |
| IXUS iShares Core Intl Stock ETF | 0.31% | 13,045 | $911K | Reduce -16.0% |
| SCHM Schwab US Mid Cap ETF | 0.30% | 33,652 | $882K | Reduce -2.7% |
| LEN Lennar Corp. Class A | 0.29% | 7,496 | $860K | Add +32.9% |
| DLN Wisdomtree US Largecap Divid | 0.29% | 10,686 | $848K | No change |
| SCHA Schwab US Small-Cap ETF | 0.28% | 35,134 | $823K | Reduce -6.7% |
| ABBV Abbvie Inc. | 0.27% | 3,796 | $795K | Reduce -0.6% |
| PM Philip Morris International | 0.26% | 4,880 | $775K | Add +0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 9,379 | $740K | Reduce -1.3% |
| SPTI SS SPDR P Int Term TSY ETF | 0.25% | 25,741 | $736K | Reduce -1.2% |
| SPEM State Street SP PTF Em ETF | 0.24% | 18,078 | $712K | Reduce -9.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.23% | 20,030 | $685K | Add +0.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.23% | 8,670 | $676K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,202 | $673K | Reduce -0.8% |
| SUB iShares Short-Term National | 0.23% | 6,314 | $667K | Reduce -26.6% |
| AGG iShares Core U.S. Aggregate | 0.22% | 6,629 | $656K | Reduce -18.4% |
| DTH Wisdomtree International Hig | 0.22% | 15,068 | $640K | No change |
| MCD McDonald's Corp. | 0.20% | 1,906 | $595K | Add +1.8% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 4,735 | $578K | Reduce -0.7% |
| EAGG iShares ESG Aware US Aggrega | 0.19% | 12,060 | $573K | Add +25.8% |
| IYW iShares Ustechnology ETF | 0.18% | 3,725 | $523K | Reduce -0.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.17% | 9,492 | $499K | Reduce -8.9% |
| NFLX Netflix Inc. | 0.17% | 527 | $491K | Reduce -1.1% |
| JBL Jabil Inc. | 0.15% | 3,300 | $449K | Add +0.6% |
| ABT Abbott Laboratories | 0.14% | 3,153 | $418K | Reduce -0.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.14% | 15,873 | $400K | Add +9.9% |
| ACWV iShares MSCI Global Min Vol | 0.13% | 3,306 | $385K | Reduce -0.2% |
| SAIA Saia Inc. | 0.13% | 1,071 | $374K | No change |
| MO Altria Group Inc. | 0.13% | 6,231 | $374K | Add +1.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 3,644 | $373K | Reduce -12.5% |
| ESGD iShares Trust iShares ESG Aw | 0.13% | 4,543 | $371K | Add +26.5% |
| ELV Elevance Health Inc. | 0.12% | 829 | $361K | Add +0.4% |
| DES Wisdomtree US Smallcap Divid | 0.12% | 10,855 | $347K | No change |
| IVV iShares Core S&P 500 ETF | 0.11% | 560 | $315K | Reduce -13.7% |
| COF Capital One Financial Corp. | 0.10% | 1,635 | $293K | No change |
| EWI iShares MSCI Italy ETF | 0.10% | 6,832 | $289K | Reduce -8.3% |
| LOW Lowe's Cos Inc. | 0.10% | 1,216 | $284K | Reduce -0.3% |
| NI Nisource Inc. | 0.09% | 6,892 | $276K | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.09% | 2,724 | $271K | Add +0.2% |
| BSV Vanguard Short-Term Bond ETF | 0.09% | 3,302 | $258K | Add +0.0% |
| WEC WEC Energy Group Inc. | 0.09% | 2,370 | $258K | Reduce -0.3% |
| EWG iShares MSCI Germany ETF | 0.09% | 6,848 | $254K | Reduce -9.1% |
| ANET Arista Networks Inc. | 0.08% | 3,180 | $246K | No change |
| SYK Stryker Corp. | 0.08% | 659 | $245K | No change |
| ORCL Oracle Corp. | 0.08% | 1,727 | $241K | Add +20.1% |
| T AT&T Inc. | 0.08% | 8,525 | $241K | New |
| GE General Electric filed as GE AEROSPACE | 0.08% | 1,195 | $239K | New |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.08% | 3,046 | $238K | New |
| ACN Accenture PLC Class A | 0.08% | 752 | $235K | No change |
| EIX Edison International | 0.08% | 3,791 | $223K | No change |
| VZ Verizon Communications Inc. | 0.07% | 4,785 | $217K | Reduce -8.0% |
| IBB iShares Biotechnology ETF | 0.07% | 1,688 | $216K | Reduce -0.8% |
| QLD Proshares Ultra QQQ | 0.07% | 2,336 | $208K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.07% | 20,471 | $205K | Add +0.9% |
Portfolio Sells Q4 2024 → Q1 2025
| VONE Vanguard Russell 1000 | Reduce -32.7% | 15.66% | −9.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -33.6% | 6.20% | −3.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -44.7% | 1.58% | −1.49 |
| AVGO Broadcom Inc. | Reduce -1.6% | 0.70% | −0.29 |
| XOM Exxon Mobil Corp. | Reduce -15.4% | 1.17% | −0.09 |
| SUB iShares Short-Term National | Reduce -26.6% | 0.23% | −0.08 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.08 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.07 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.07 |
| NULV Nuveen ESG Large-Cap Val ETF | Sold out | 0.00% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.7% | 0.28% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -18.4% | 0.22% | −0.05 |
| IXUS iShares Core Intl Stock ETF | Reduce -16.0% | 0.31% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -12.5% | 0.13% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.7% | 0.30% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -0.6% | 0.18% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -13.7% | 0.11% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -9.0% | 0.24% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.23% | −0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -8.9% | 0.17% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.7% | 0.20% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -6.2% | 0.39% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.10% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -5.0% | 0.04% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -0.8% | 0.07% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.3% | 0.25% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -3.2% | 0.77% | −0.00 |
| ENZC Enzolytics Inc. | Sold out | 0.00% | −0.00 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -1.2% | 0.25% | +0.00 |
| V Visa Inc. Class A | Reduce -8.9% | 0.76% | +0.00 |
| VZ Verizon Communications Inc. | Reduce -8.0% | 0.07% | +0.00 |
| EWG iShares MSCI Germany ETF | Reduce -9.1% | 0.09% | +0.00 |
| NFLX Netflix Inc. | Reduce -1.1% | 0.17% | +0.00 |
| KO The Coca-Cola Co. | Reduce -11.2% | 0.35% | +0.00 |
| EWI iShares MSCI Italy ETF | Reduce -8.3% | 0.10% | +0.01 |
| ACWV iShares MSCI Global Min Vol | Reduce -0.2% | 0.13% | +0.01 |
| WEC WEC Energy Group Inc. | Reduce -0.3% | 0.09% | +0.01 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.14% | +0.02 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.48% | +0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.6% | 0.74% | +0.03 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.27% | +0.04 |
| CVX Chevron Corp. | Reduce -4.8% | 0.45% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.2% | 0.50% | +0.05 |
| JNJ Johnson & Johnson | Reduce -6.3% | 0.78% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| DBEF Xtrackers MSCI Eafe Hedged E | Add +98.0% | 13.72% | +7.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +120.0% | 8.00% | +3.98 |
| SPHY SS SPDR P High Yield ETF | Add +17.2% | 6.95% | +0.95 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +26.6% | 3.28% | +0.71 |
| GHYG iShares Us&intl High Yield C | Add +24.1% | 3.27% | +0.64 |
| SRLN SS Blackstone Sr Loan ETF | Add +26.9% | 3.32% | +0.64 |
| ICVT iShares Convertible Bond ETF | Add +25.9% | 3.24% | +0.60 |
| VMBS Vanguard Mortgage-Backed Sec | Add +7.4% | 1.41% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +10.0% | 0.76% | +0.09 |
| T AT&T Inc. | New | 0.08% | +0.08 |
| GE General Electric | New | 0.08% | +0.08 |
| NULG Nuveen ESG LRG-Cap GRW ETF | New | 0.08% | +0.08 |
| WPC WP Carey Inc. | Add +0.1% | 0.57% | +0.07 |
| SCHR Schwab Intermediate-Term US | Add +3.6% | 1.44% | +0.07 |
| SUSC iShares ESG Aware Usd Corpor | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +8.8% | 0.68% | +0.06 |
| PM Philip Morris International | Add +0.7% | 0.26% | +0.06 |
| EAGG iShares ESG Aware US Aggrega | Add +25.8% | 0.19% | +0.04 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +13.4% | 1.07% | +0.04 |
| COST Costco Wholesale Corp. | Add +7.9% | 0.38% | +0.04 |
| META Meta Platforms Inc. Class A | Add +7.5% | 0.73% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | Add +26.5% | 0.13% | +0.03 |
| WMT Walmart Inc. | Add +11.8% | 0.43% | +0.03 |
| LEN Lennar Corp. Class A | Add +32.9% | 0.29% | +0.03 |
| PG The Procter & Gamble Co. | Add +3.2% | 0.75% | +0.03 |
| EOG EOG Resources Inc. | Add +3.4% | 0.33% | +0.02 |
| ELV Elevance Health Inc. | Add +0.4% | 0.12% | +0.02 |
| MO Altria Group Inc. | Add +1.9% | 0.13% | +0.02 |
| MCD McDonald's Corp. | Add +1.8% | 0.20% | +0.02 |
| SPIB SS SPDR P Int C Corp. ETF | Add +2.2% | 0.55% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +9.9% | 0.14% | +0.01 |
| TJX TJX Companies Inc. | Add +2.7% | 0.34% | +0.01 |
| F Ford Motor Co. | Add +0.9% | 0.07% | +0.00 |
| RWL Invesco S&P 500 Revenue ETF | Add +0.2% | 0.09% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +0.0% | 0.09% | +0.00 |
| ORCL Oracle Corp. | Add +20.1% | 0.08% | −0.00 |
| EMR Emerson Electric Co. | Add +13.4% | 0.32% | −0.00 |
| JBL Jabil Inc. | Add +0.6% | 0.15% | −0.01 |
| APH Amphenol Corp. Class A | Add +3.6% | 0.32% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.2% | 0.62% | −0.01 |
| MRK Merck & Co. Inc. | Add +6.1% | 0.33% | −0.02 |
| HON Honeywell International Inc. | Add +1.2% | 0.35% | −0.02 |
| RSPT Invesco S&P 500 Equal Weight | Add +0.0% | 0.23% | −0.02 |
| AMP Ameriprise Financial Inc. | Add +3.0% | 0.49% | −0.04 |
| AMZN Amazon.com Inc. | Add +9.5% | 0.87% | −0.06 |
| NVDA Nvidia Corp. | Add +16.7% | 0.88% | −0.06 |
| MSFT Microsoft Corp. | Add +7.1% | 1.16% | −0.07 |
| GOOGL Alphabet Inc. Class A | Add +4.6% | 0.70% | −0.13 |
| TSLA Tesla Inc. | Add +12.0% | 0.68% | −0.27 |
| AAPL Apple Inc. | Add +1.4% | 2.51% | −0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 150 | $412.4M | VONE, VTV, QQQ, IJK, IWN |
| Q1 2026 | 126 | $389.7M | VONE, DBEF, VTV, SPYG, SPHY |
| Q4 2025 | 127 | $388.0M | VONE, VTV, DBEF, IJH, SPYG |
| Q3 2025 | 120 | $334.7M | VONE, VTV, DBEF, SPYG, SPHY |
| Q2 2025 | 119 | $330.7M | VONE, DBEF, VTV, SPYG, SPHY |
| Q1 2025 | 102 | $296.3M | VONE, DBEF, SPYG, SPHY, VTV |
| Q4 2024 | 104 | $293.5M | VONE, VTV, DBEF, SPHY, SPYG |
| Q3 2024 | 109 | $297.2M | VONE, SPYG, VTV, DBEF, SPHY |
| Q2 2024 | 98 | $271.1M | VONE, DBEF, SPYG, SPHY, VTV |
| Q1 2024 | 99 | $279.8M | VONE, SPYG, AGG, VTV, DBEF |