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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $279.8M Q1 2024 Q2 2024: $271.1M Q2 2024 Q3 2024: $297.2M Q3 2024 Q4 2024: $293.5M Q4 2024 Q1 2025: $296.3M Q1 2025 Q2 2025: $330.7M $330.7M Q2 2025 Q3 2025: $334.7M Q3 2025 Q4 2025: $388.0M Q4 2025 Q1 2026: $389.7M Q1 2026 Q2 2026: $412.4M Q2 2026

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
T AT&T Inc. 0.08% 8,777 $254K Add +3.0%
ACN Accenture PLC Class A 0.07% 819 $245K Add +8.9%
QQQ Invesco QQQ Trust Series 1 0.07% 430 $237K New
NULV Nuveen ESG Large-Cap Val ETF 0.07% 5,646 $237K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 792 $233K New
BSV Vanguard Short-Term Bond ETF 0.07% 2,952 $232K Reduce -10.6%
CAT Caterpillar Inc. 0.07% 580 $225K New
HD Home Depot Inc. 0.07% 608 $223K New
IWR iShares Russell Mid-Cap ETF 0.07% 2,387 $220K New
F Ford Motor Co. filed as FORD MTR CO 0.07% 19,978 $217K Reduce -2.4%
VZ Verizon Communications Inc. 0.06% 4,834 $209K Add +1.0%
NULG Nuveen ESG LRG-Cap GRW ETF 0.06% 2,192 $206K Reduce -28.0%
IBB iShares Biotechnology ETF 0.06% 1,593 $202K Reduce -5.6%
IJR iShares Core S&P Small-Cap E 0.06% 1,834 $200K New
CHI Calamos Convert Opport & Inc. 0.06% 18,305 $193K New
IRBTQ Irobot Corp. 0.01% 10,346 $32K New
NLST Netlist Inc. 0.00% 10,946 $8K New
ENZC Enzolytics Inc. 0.00% 1,953,775 $1K New
ENDV Endonovo Therapeutics Inc. 0.00% 20,228 $3 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 150$412.4MVONE, VTV, QQQ, IJK, IWN
Q1 2026 126$389.7MVONE, DBEF, VTV, SPYG, SPHY
Q4 2025 127$388.0MVONE, VTV, DBEF, IJH, SPYG
Q3 2025 120$334.7MVONE, VTV, DBEF, SPYG, SPHY
Q2 2025 119$330.7MVONE, DBEF, VTV, SPYG, SPHY
Q1 2025 102$296.3MVONE, DBEF, SPYG, SPHY, VTV
Q4 2024 104$293.5MVONE, VTV, DBEF, SPHY, SPYG
Q3 2024 109$297.2MVONE, SPYG, VTV, DBEF, SPHY
Q2 2024 98$271.1MVONE, DBEF, SPYG, SPHY, VTV
Q1 2024 99$279.8MVONE, SPYG, AGG, VTV, DBEF