Hilltop Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 25, 2025), Hilltop Partners LLC reported 119 stock positions worth $330.7 million. Its top holding was Vanguard Russell 1000 (VONE) at 20.9% of the portfolio, followed by Xtrackers MSCI Eafe Hedged E (DBEF, 12.0%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.7%). Compared with Q1 2025, it opened 20 new positions, sold out of 3, added to 51 and reduced 38. The biggest buy was Vanguard Russell 1000 (VONE, shares +35%) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- MISHAWAKA, IN
- CIK
- 0001957867
- Portfolio Value
- $330.7M (Q2 2025)
- SEC Filing
- 0001104659-25-082246 ↗ filed Aug 25, 2025
Holdings Value
Holdings 119 stocks · $330.7M
| VONE Vanguard Russell 1000 | 20.94% | 246,576 | $69.3M | Add +34.9% |
| DBEF Xtrackers MSCI Eafe Hedged E | 11.97% | 904,743 | $39.6M | Reduce -3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.69% | 162,619 | $28.7M | Add +52.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.83% | 132,770 | $12.7M | Reduce -55.0% |
| SPHY SS SPDR P High Yield ETF | 3.68% | 510,629 | $12.2M | Reduce -41.9% |
| ICVT iShares Convertible Bond ETF | 2.50% | 91,793 | $8.3M | Reduce -20.0% |
| GHYG iShares Us&intl High Yield C | 2.50% | 178,408 | $8.3M | Reduce -18.0% |
| SRLN SS Blackstone Sr Loan ETF | 2.48% | 197,482 | $8.2M | Reduce -17.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.48% | 125,526 | $8.2M | Reduce -17.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.39% | 159,427 | $7.9M | New |
| AAPL Apple Inc. | 2.20% | 35,399 | $7.3M | Add +5.8% |
| IJH iShares Core S&P Midcap ETF | 1.61% | 85,675 | $5.3M | Add +7.0% |
| NVDA Nvidia Corp. | 1.45% | 30,450 | $4.8M | Add +27.1% |
| MSFT Microsoft Corp. | 1.43% | 9,475 | $4.7M | Add +3.4% |
| SCHR Schwab Intermediate-Term US | 1.33% | 175,852 | $4.4M | Add +2.7% |
| VMBS Vanguard Mortgage-Backed Sec | 1.32% | 94,408 | $4.4M | Add +4.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.12% | 129,366 | $3.7M | Add +11.4% |
| XOM Exxon Mobil Corp. | 1.08% | 33,176 | $3.6M | Add +14.2% |
| AMZN Amazon.com Inc. | 1.03% | 15,507 | $3.4M | Add +14.0% |
| AVGO Broadcom Inc. | 0.96% | 11,458 | $3.2M | Reduce -7.1% |
| META Meta Platforms Inc. Class A | 0.95% | 4,266 | $3.1M | Add +12.9% |
| GOOGL Alphabet Inc. Class A | 0.85% | 15,935 | $2.8M | Add +19.1% |
| JNJ Johnson & Johnson | 0.80% | 17,419 | $2.7M | Add +24.7% |
| MA Mastercard Inc. Class A | 0.80% | 4,724 | $2.7M | Add +14.0% |
| JPM JPMorgan Chase & Co. | 0.80% | 9,141 | $2.7M | Add +10.8% |
| ETN Eaton Corp. PLC | 0.80% | 7,393 | $2.6M | Add +0.1% |
| V Visa Inc. Class A | 0.80% | 7,410 | $2.6M | Add +15.8% |
| PG The Procter & Gamble Co. | 0.75% | 15,532 | $2.5M | Add +18.8% |
| TSLA Tesla Inc. | 0.67% | 6,927 | $2.2M | Reduce -10.6% |
| NFLX Netflix Inc. | 0.67% | 1,643 | $2.2M | Add +211.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.66% | 23,131 | $2.2M | Reduce -0.7% |
| ORCL Oracle Corp. | 0.64% | 9,624 | $2.1M | Add +457.3% |
| LLY Eli Lilly & Co. | 0.55% | 2,330 | $1.8M | Add +34.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.53% | 35,592 | $1.7M | Reduce -3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 3,535 | $1.7M | Add +27.9% |
| WMT Walmart Inc. | 0.51% | 17,403 | $1.7M | Add +18.9% |
| AMP Ameriprise Financial Inc. | 0.50% | 3,077 | $1.6M | Add +2.1% |
| WPC WP Carey Inc. | 0.50% | 26,247 | $1.6M | Reduce -1.4% |
| SPIB SS SPDR P Int C Corp. ETF | 0.47% | 46,578 | $1.6M | Reduce -5.2% |
| COST Costco Wholesale Corp. | 0.45% | 1,488 | $1.5M | Add +24.0% |
| CSCO Cisco Systems Inc. | 0.42% | 19,994 | $1.4M | Add +5.8% |
| HON Honeywell International Inc. | 0.35% | 4,962 | $1.2M | Add +1.6% |
| EMR Emerson Electric Co. | 0.35% | 8,659 | $1.2M | Add +1.5% |
| APH Amphenol Corp. Class A | 0.34% | 11,378 | $1.1M | Reduce -20.7% |
| KO The Coca-Cola Co. | 0.32% | 14,853 | $1.1M | Add +1.4% |
| MRK Merck & Co. Inc. | 0.31% | 13,128 | $1.0M | Add +22.2% |
| EOG EOG Resources Inc. | 0.31% | 8,559 | $1.0M | Add +11.8% |
| UNH Unitedhealth Group Inc. | 0.31% | 3,281 | $1.0M | Reduce -23.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 7,960 | $983K | Reduce -3.2% |
| IXUS iShares Core Intl Stock ETF | 0.29% | 12,543 | $970K | Reduce -3.9% |
| LEN Lennar Corp. Class A | 0.28% | 8,417 | $931K | Add +12.3% |
| SCHM Schwab US Mid Cap ETF | 0.28% | 32,918 | $923K | Reduce -2.2% |
| PM Philip Morris International | 0.27% | 4,906 | $894K | Add +0.5% |
| DLN Wisdomtree US Largecap Divid | 0.27% | 10,686 | $878K | No change |
| SCHA Schwab US Small-Cap ETF | 0.26% | 33,342 | $844K | Reduce -5.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 1,333 | $824K | Add +10.9% |
| RSPT Invesco S&P 500 Equal Weight | 0.25% | 20,033 | $817K | Add +0.0% |
| SPEM State Street SP PTF Em ETF | 0.22% | 17,125 | $732K | Reduce -5.3% |
| JBL Jabil Inc. | 0.22% | 3,300 | $720K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.21% | 8,414 | $707K | Reduce -3.0% |
| DTH Wisdomtree International Hig | 0.21% | 15,068 | $698K | No change |
| ABBV Abbvie Inc. | 0.20% | 3,581 | $665K | Reduce -5.7% |
| SUB iShares Short-Term National | 0.20% | 6,217 | $661K | Reduce -1.5% |
| IYW iShares Ustechnology ETF | 0.19% | 3,715 | $644K | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 4,620 | $624K | Reduce -2.4% |
| AGG iShares Core U.S. Aggregate | 0.19% | 6,256 | $621K | Reduce -5.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.19% | 21,510 | $619K | Reduce -16.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 2,006 | $610K | New |
| MCD McDonald's Corp. | 0.18% | 1,989 | $581K | Add +4.3% |
| EAGG iShares ESG Aware US Aggrega | 0.17% | 11,512 | $547K | Reduce -4.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.16% | 4,485 | $521K | Add +23.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.15% | 9,266 | $494K | Reduce -2.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 5,737 | $456K | Reduce -38.8% |
| ABT Abbott Laboratories | 0.14% | 3,330 | $453K | Add +5.6% |
| IVV iShares Core S&P 500 ETF | 0.14% | 721 | $448K | Add +28.8% |
| ESGD iShares Trust iShares ESG Aw | 0.12% | 4,310 | $384K | Reduce -5.1% |
| VGT Vanguard Info Tech ETF | 0.12% | 576 | $382K | New |
| SAIA Saia Inc. | 0.11% | 1,370 | $375K | Add +27.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.11% | 15,146 | $375K | Reduce -4.6% |
| MO Altria Group Inc. | 0.11% | 6,231 | $365K | No change |
| COF Capital One Financial Corp. | 0.11% | 1,673 | $356K | Add +2.3% |
| DES Wisdomtree US Smallcap Divid | 0.10% | 10,855 | $345K | No change |
| ACWV iShares MSCI Global Min Vol | 0.10% | 2,876 | $341K | Reduce -13.0% |
| ELV Elevance Health Inc. | 0.10% | 869 | $338K | Add +4.8% |
| EWI iShares MSCI Italy ETF | 0.10% | 6,916 | $333K | Add +1.2% |
| ANET Arista Networks Inc. | 0.10% | 3,195 | $327K | Add +0.5% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 1,195 | $308K | No change |
| DTE DTE Energy Company | 0.09% | 2,304 | $305K | New |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 2,230 | $304K | New |
| LOW Lowe's Cos Inc. | 0.09% | 1,363 | $302K | Add +12.1% |
| SYK Stryker Corp. | 0.09% | 743 | $294K | Add +12.8% |
| EWG iShares MSCI Germany ETF | 0.09% | 6,848 | $290K | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.09% | 2,724 | $284K | No change |
| NI Nisource Inc. | 0.08% | 6,892 | $278K | No change |
| QLD Proshares Ultra QQQ | 0.08% | 2,336 | $275K | No change |
| FVD First Trust Value Line DVD | 0.08% | 6,127 | $274K | New |
| UBER Uber Technologies Inc. | 0.08% | 2,893 | $270K | New |
| CVX Chevron Corp. | 0.08% | 1,851 | $265K | Reduce -76.9% |
| WEC WEC Energy Group Inc. | 0.08% | 2,539 | $265K | Add +7.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.08% | 6,101 | $255K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -55.0% | 3.83% | −4.17 |
| SPHY SS SPDR P High Yield ETF | Reduce -41.9% | 3.68% | −3.27 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -3.6% | 11.97% | −1.75 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -17.3% | 2.48% | −0.83 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -17.1% | 2.48% | −0.80 |
| GHYG iShares Us&intl High Yield C | Reduce -18.0% | 2.50% | −0.77 |
| ICVT iShares Convertible Bond ETF | Reduce -20.0% | 2.50% | −0.74 |
| UNH Unitedhealth Group Inc. | Reduce -23.3% | 0.31% | −0.45 |
| CVX Chevron Corp. | Reduce -76.9% | 0.08% | −0.37 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -38.8% | 0.14% | −0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -3.7% | 0.53% | −0.09 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.7% | 0.66% | −0.08 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -5.2% | 0.47% | −0.08 |
| EIX Edison International | Sold out | 0.00% | −0.08 |
| WPC WP Carey Inc. | Reduce -1.4% | 0.50% | −0.07 |
| SUSC iShares ESG Aware Usd Corpor | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Reduce -5.7% | 0.20% | −0.07 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -16.4% | 0.19% | −0.06 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.04 |
| TJX TJX Companies Inc. | Reduce -3.2% | 0.30% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -5.6% | 0.19% | −0.03 |
| EAGG iShares ESG Aware US Aggrega | Reduce -4.5% | 0.17% | −0.03 |
| ACWV iShares MSCI Global Min Vol | Reduce -13.0% | 0.10% | −0.03 |
| SUB iShares Short-Term National | Reduce -1.5% | 0.20% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.1% | 0.26% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -4.6% | 0.11% | −0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -2.4% | 0.15% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -5.3% | 0.22% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.2% | 0.28% | −0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -28.0% | 0.06% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -10.6% | 0.07% | −0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -3.0% | 0.21% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.9% | 0.29% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -5.6% | 0.06% | −0.01 |
| TSLA Tesla Inc. | Reduce -10.6% | 0.67% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -5.1% | 0.12% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.4% | 0.19% | −0.01 |
| F Ford Motor Co. | Reduce -2.4% | 0.07% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -0.3% | 0.19% | +0.02 |
| APH Amphenol Corp. Class A | Reduce -20.7% | 0.34% | +0.02 |
| AVGO Broadcom Inc. | Reduce -7.1% | 0.96% | +0.26 |
Portfolio Buys Q1 2025 → Q2 2025
| VONE Vanguard Russell 1000 | Add +34.9% | 20.94% | +5.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +52.8% | 8.69% | +2.49 |
| BNDX Vanguard Total Intl Bond ETF | New | 2.39% | +2.39 |
| NVDA Nvidia Corp. | Add +27.1% | 1.45% | +0.58 |
| ORCL Oracle Corp. | Add +457.3% | 0.64% | +0.55 |
| NFLX Netflix Inc. | Add +211.8% | 0.67% | +0.50 |
| MSFT Microsoft Corp. | Add +3.4% | 1.43% | +0.26 |
| META Meta Platforms Inc. Class A | Add +12.9% | 0.95% | +0.22 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.18% | +0.18 |
| AMZN Amazon.com Inc. | Add +14.0% | 1.03% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +19.1% | 0.85% | +0.15 |
| ETN Eaton Corp. PLC | Add +0.1% | 0.80% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +10.8% | 0.80% | +0.12 |
| VGT Vanguard Info Tech ETF | New | 0.12% | +0.12 |
| DTE DTE Energy Company | New | 0.09% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | New | 0.09% | +0.09 |
| FVD First Trust Value Line DVD | New | 0.08% | +0.08 |
| UBER Uber Technologies Inc. | New | 0.08% | +0.08 |
| WMT Walmart Inc. | Add +18.9% | 0.51% | +0.08 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.08% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.07% | +0.07 |
| NULV Nuveen ESG Large-Cap Val ETF | New | 0.07% | +0.07 |
| IBM Intl Business Machines Corp. | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | New | 0.07% | +0.07 |
| HD Home Depot Inc. | New | 0.07% | +0.07 |
| IWR iShares Russell Mid-Cap ETF | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +34.5% | 0.55% | +0.07 |
| COST Costco Wholesale Corp. | Add +24.0% | 0.45% | +0.06 |
| IJR iShares Core S&P Small-Cap E | New | 0.06% | +0.06 |
| CHI Calamos Convert Opport & Inc. | New | 0.06% | +0.06 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +11.4% | 1.12% | +0.05 |
| V Visa Inc. Class A | Add +15.8% | 0.80% | +0.04 |
| MA Mastercard Inc. Class A | Add +14.0% | 0.80% | +0.04 |
| EMR Emerson Electric Co. | Add +1.5% | 0.35% | +0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +23.1% | 0.16% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +7.0% | 1.61% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +28.8% | 0.14% | +0.03 |
| CSCO Cisco Systems Inc. | Add +5.8% | 0.42% | +0.03 |
| JNJ Johnson & Johnson | Add +24.7% | 0.80% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +27.9% | 0.52% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.9% | 0.25% | +0.02 |
| RSPT Invesco S&P 500 Equal Weight | Add +0.0% | 0.25% | +0.02 |
| ANET Arista Networks Inc. | Add +0.5% | 0.10% | +0.02 |
| IRBTQ Irobot Corp. | New | 0.01% | +0.01 |
| PM Philip Morris International | Add +0.5% | 0.27% | +0.01 |
| COF Capital One Financial Corp. | Add +2.3% | 0.11% | +0.01 |
| SYK Stryker Corp. | Add +12.8% | 0.09% | +0.01 |
| AMP Ameriprise Financial Inc. | Add +2.1% | 0.50% | +0.00 |
| EWI iShares MSCI Italy ETF | Add +1.2% | 0.10% | +0.00 |
| NLST Netlist Inc. | New | 0.00% | +0.00 |
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 |