Hilltop Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Hilltop Partners LLC reported 120 stock positions worth $334.7 million. Its top holding was Vanguard Russell 1000 (VONE) at 19.8% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 9.3%) and Xtrackers MSCI Eafe Hedged E (DBEF, 8.4%). Compared with Q2 2025, it opened 5 new positions, sold out of 4, added to 54 and reduced 45. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +2%) and the biggest sale Xtrackers MSCI Eafe Hedged E (DBEF, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- MISHAWAKA, IN
- CIK
- 0001957867
- Portfolio Value
- $334.7M (Q3 2025)
- SEC Filing
- 0001104659-25-113165 ↗ filed Nov 17, 2025
Holdings Value
Holdings 120 stocks · $334.7M
| VONE Vanguard Russell 1000 | 19.78% | 218,954 | $66.2M | Reduce -11.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.26% | 166,182 | $31.0M | Add +2.2% |
| DBEF Xtrackers MSCI Eafe Hedged E | 8.36% | 603,070 | $28.0M | Reduce -33.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.05% | 129,774 | $13.6M | Reduce -2.3% |
| SPHY SS SPDR P High Yield ETF | 3.78% | 528,507 | $12.7M | Add +3.5% |
| ICVT iShares Convertible Bond ETF | 2.79% | 93,416 | $9.3M | Add +1.8% |
| AAPL Apple Inc. | 2.60% | 34,153 | $8.7M | Reduce -3.5% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.56% | 128,175 | $8.6M | Add +2.1% |
| GHYG iShares Us&intl High Yield C | 2.55% | 183,354 | $8.5M | Add +2.8% |
| SRLN SS Blackstone Sr Loan ETF | 2.55% | 204,945 | $8.5M | Add +3.8% |
| BNDX Vanguard Total Intl Bond ETF | 2.45% | 165,461 | $8.2M | Add +3.8% |
| IJH iShares Core S&P Midcap ETF | 1.66% | 85,195 | $5.6M | Reduce -0.6% |
| NVDA Nvidia Corp. | 1.62% | 29,059 | $5.4M | Reduce -4.6% |
| MSFT Microsoft Corp. | 1.48% | 9,587 | $5.0M | Add +1.2% |
| VMBS Vanguard Mortgage-Backed Sec | 1.33% | 94,759 | $4.4M | Add +0.4% |
| SCHR Schwab Intermediate-Term US | 1.32% | 175,981 | $4.4M | Add +0.1% |
| XOM Exxon Mobil Corp. | 1.22% | 36,273 | $4.1M | Add +9.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.20% | 129,149 | $4.0M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.16% | 15,920 | $3.9M | Reduce -0.1% |
| AVGO Broadcom Inc. | 1.14% | 11,517 | $3.8M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.11% | 16,858 | $3.7M | Add +8.7% |
| TSLA Tesla Inc. | 1.09% | 8,234 | $3.7M | Add +18.9% |
| JNJ Johnson & Johnson | 1.03% | 18,578 | $3.4M | Add +6.7% |
| META Meta Platforms Inc. Class A | 0.96% | 4,385 | $3.2M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 0.95% | 10,036 | $3.2M | Add +9.8% |
| MA Mastercard Inc. Class A | 0.92% | 5,414 | $3.1M | Add +14.6% |
| V Visa Inc. Class A | 0.91% | 8,925 | $3.0M | Add +20.4% |
| LLY Eli Lilly & Co. | 0.90% | 3,948 | $3.0M | Add +69.4% |
| PG The Procter & Gamble Co. | 0.84% | 18,194 | $2.8M | Add +17.1% |
| ETN Eaton Corp. PLC | 0.83% | 7,393 | $2.8M | No change |
| ORCL Oracle Corp. | 0.72% | 8,606 | $2.4M | Reduce -10.6% |
| NFLX Netflix Inc. | 0.71% | 1,980 | $2.4M | Add +20.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 4,377 | $2.2M | Add +23.8% |
| WMT Walmart Inc. | 0.65% | 21,144 | $2.2M | Add +21.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.62% | 21,928 | $2.1M | Reduce -5.2% |
| COST Costco Wholesale Corp. | 0.55% | 1,991 | $1.8M | Add +33.8% |
| WPC WP Carey Inc. | 0.49% | 24,026 | $1.6M | Reduce -8.5% |
| SPIB SS SPDR P Int C Corp. ETF | 0.47% | 46,664 | $1.6M | Add +0.2% |
| AMP Ameriprise Financial Inc. | 0.46% | 3,138 | $1.5M | Add +2.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.42% | 28,169 | $1.4M | Reduce -20.9% |
| CSCO Cisco Systems Inc. | 0.41% | 19,836 | $1.4M | Reduce -0.8% |
| APH Amphenol Corp. Class A | 0.38% | 10,245 | $1.3M | Reduce -10.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 8,178 | $1.2M | Add +2.7% |
| HON Honeywell International Inc. | 0.33% | 5,220 | $1.1M | Add +5.2% |
| MRK Merck & Co. Inc. | 0.33% | 13,046 | $1.1M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.32% | 16,106 | $1.1M | Add +8.4% |
| EMR Emerson Electric Co. | 0.32% | 8,093 | $1.1M | Reduce -6.5% |
| LEN Lennar Corp. Class A | 0.31% | 8,138 | $1.0M | Reduce -3.3% |
| IXUS iShares Core Intl Stock ETF | 0.30% | 12,290 | $1.0M | Reduce -2.0% |
| EOG EOG Resources Inc. | 0.29% | 8,519 | $955K | Reduce -0.5% |
| SCHM Schwab US Mid Cap ETF | 0.28% | 31,706 | $940K | Reduce -3.7% |
| DLN Wisdomtree US Largecap Divid | 0.28% | 10,686 | $930K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.26% | 19,446 | $867K | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 1,270 | $846K | Reduce -4.7% |
| ABBV Abbvie Inc. | 0.25% | 3,587 | $831K | Add +0.2% |
| PM Philip Morris International | 0.24% | 4,906 | $796K | No change |
| SCHA Schwab US Small-Cap ETF | 0.24% | 28,233 | $788K | Reduce -15.3% |
| IYW iShares Ustechnology ETF | 0.22% | 3,715 | $728K | No change |
| JBL Jabil Inc. | 0.21% | 3,300 | $717K | No change |
| ITOT iShares Core S&P Total U.S. | 0.20% | 4,627 | $674K | Add +0.1% |
| SUB iShares Short-Term National | 0.20% | 6,218 | $664K | Add +0.0% |
| EAGG iShares ESG Aware US Aggrega | 0.19% | 13,552 | $651K | Add +17.7% |
| AGG iShares Core U.S. Aggregate | 0.19% | 6,491 | $651K | Add +3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,939 | $636K | Reduce -3.3% |
| MCD McDonald's Corp. | 0.19% | 2,092 | $636K | Add +5.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.19% | 7,314 | $620K | Reduce -13.1% |
| SPEM State Street SP PTF Em ETF | 0.18% | 13,060 | $611K | Reduce -23.7% |
| SPTI SS SPDR P Int Term TSY ETF | 0.18% | 20,684 | $598K | Reduce -3.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.16% | 4,179 | $526K | Reduce -6.8% |
| DTH Wisdomtree International Hig | 0.16% | 10,686 | $525K | Reduce -29.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.15% | 9,119 | $493K | Reduce -1.6% |
| ANET Arista Networks Inc. | 0.14% | 3,195 | $466K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 5,711 | $456K | Reduce -0.5% |
| ABT Abbott Laboratories | 0.13% | 3,331 | $446K | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.13% | 655 | $438K | Reduce -9.2% |
| MO Altria Group Inc. | 0.13% | 6,587 | $435K | Add +5.7% |
| VGT Vanguard Info Tech ETF | 0.13% | 575 | $429K | Reduce -0.2% |
| SAIA Saia Inc. | 0.12% | 1,370 | $410K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 2,126 | $388K | Reduce -4.7% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 1,195 | $360K | No change |
| COF Capital One Financial Corp. | 0.11% | 1,673 | $356K | No change |
| EWI iShares MSCI Italy ETF | 0.11% | 6,832 | $355K | Reduce -1.2% |
| ESGD iShares Trust iShares ESG Aw | 0.10% | 3,716 | $345K | Reduce -13.8% |
| LOW Lowe's Cos Inc. | 0.10% | 1,369 | $344K | Add +0.4% |
| ACWV iShares MSCI Global Min Vol | 0.10% | 2,866 | $344K | Reduce -0.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.10% | 13,728 | $342K | Reduce -9.4% |
| DTE DTE Energy Company | 0.10% | 2,304 | $326K | No change |
| QLD Proshares Ultra QQQ | 0.10% | 2,336 | $320K | No change |
| NI Nisource Inc. | 0.09% | 7,157 | $310K | Add +3.9% |
| RWL Invesco S&P 500 Revenue ETF | 0.09% | 2,730 | $302K | Add +0.2% |
| UBER Uber Technologies Inc. | 0.09% | 3,065 | $300K | Add +6.0% |
| CVX Chevron Corp. | 0.09% | 1,932 | $300K | Add +4.4% |
| EWG iShares MSCI Germany ETF | 0.09% | 6,946 | $289K | Add +1.4% |
| FVD First Trust Value Line DVD | 0.08% | 6,127 | $283K | No change |
| ELV Elevance Health Inc. | 0.08% | 869 | $281K | No change |
| SYK Stryker Corp. | 0.08% | 743 | $275K | No change |
| CAT Caterpillar Inc. | 0.08% | 574 | $274K | Reduce -1.0% |
| FDL First Trust Morn DVD Lead Inc. | 0.08% | 6,311 | $274K | Add +3.4% |
| WEC WEC Energy Group Inc. | 0.08% | 2,389 | $274K | Reduce -5.9% |
| HD Home Depot Inc. | 0.08% | 660 | $267K | Add +8.6% |
Portfolio Sells Q2 2025 → Q3 2025
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -33.3% | 8.36% | −3.61 |
| VONE Vanguard Russell 1000 | Reduce -11.2% | 19.78% | −1.16 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.31 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -20.9% | 0.42% | −0.11 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.07 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.06 |
| DTH Wisdomtree International Hig | Reduce -29.1% | 0.16% | −0.05 |
| DES Wisdomtree US Smallcap Divid | Reduce -44.5% | 0.06% | −0.04 |
| SPEM State Street SP PTF Em ETF | Reduce -23.7% | 0.18% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -5.2% | 0.62% | −0.03 |
| EMR Emerson Electric Co. | Reduce -6.5% | 0.32% | −0.03 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -13.1% | 0.19% | −0.03 |
| EOG EOG Resources Inc. | Reduce -0.5% | 0.29% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -15.3% | 0.24% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.8% | 0.41% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -13.8% | 0.10% | −0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -9.4% | 0.10% | −0.01 |
| WPC WP Carey Inc. | Reduce -8.5% | 0.49% | −0.01 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -3.8% | 0.18% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -9.2% | 0.13% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -1.6% | 0.15% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.5% | 0.14% | −0.00 |
| ACWV iShares MSCI Global Min Vol | Reduce -0.3% | 0.10% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -6.8% | 0.16% | −0.00 |
| ENDV Endonovo Therapeutics Inc. | Sold out | 0.00% | 0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -3.7% | 0.28% | +0.00 |
| WEC WEC Energy Group Inc. | Reduce -5.9% | 0.08% | +0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -0.6% | 0.07% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.7% | 0.06% | +0.00 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -0.5% | 0.06% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 0.25% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.5% | 0.08% | +0.01 |
| EWI iShares MSCI Italy ETF | Reduce -1.2% | 0.11% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.3% | 0.19% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -2.0% | 0.30% | +0.01 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -2.9% | 0.26% | +0.01 |
| VGT Vanguard Info Tech ETF | Reduce -0.2% | 0.13% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -0.6% | 0.33% | +0.01 |
| CAT Caterpillar Inc. | Reduce -1.0% | 0.08% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.7% | 0.12% | +0.02 |
| LEN Lennar Corp. Class A | Reduce -3.3% | 0.31% | +0.02 |
| APH Amphenol Corp. Class A | Reduce -10.0% | 0.38% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 1.66% | +0.05 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -0.2% | 1.20% | +0.08 |
| ORCL Oracle Corp. | Reduce -10.6% | 0.72% | +0.09 |
| NVDA Nvidia Corp. | Reduce -4.6% | 1.62% | +0.17 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.3% | 4.05% | +0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 1.16% | +0.31 |
| AAPL Apple Inc. | Reduce -3.5% | 2.60% | +0.40 |
Portfolio Buys Q2 2025 → Q3 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.2% | 9.26% | +0.57 |
| TSLA Tesla Inc. | Add +18.9% | 1.09% | +0.43 |
| LLY Eli Lilly & Co. | Add +69.4% | 0.90% | +0.35 |
| ICVT iShares Convertible Bond ETF | Add +1.8% | 2.79% | +0.29 |
| JNJ Johnson & Johnson | Add +6.7% | 1.03% | +0.22 |
| AVGO Broadcom Inc. | Add +0.5% | 1.14% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +9.8% | 0.95% | +0.14 |
| XOM Exxon Mobil Corp. | Add +9.3% | 1.22% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +23.8% | 0.66% | +0.14 |
| WMT Walmart Inc. | Add +21.5% | 0.65% | +0.14 |
| MA Mastercard Inc. Class A | Add +14.6% | 0.92% | +0.12 |
| V Visa Inc. Class A | Add +20.4% | 0.91% | +0.11 |
| SPHY SS SPDR P High Yield ETF | Add +3.5% | 3.78% | +0.11 |
| COST Costco Wholesale Corp. | Add +33.8% | 0.55% | +0.10 |
| PG The Procter & Gamble Co. | Add +17.1% | 0.84% | +0.09 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +2.1% | 2.56% | +0.08 |
| AMZN Amazon.com Inc. | Add +8.7% | 1.11% | +0.08 |
| IAU iShares Gold Trust | New | 0.07% | +0.07 |
| SHOP Shopify Inc. Class A | New | 0.07% | +0.07 |
| XLK SS Technology Select Sector | New | 0.06% | +0.06 |
| EIX Edison International | New | 0.06% | +0.06 |
| SRLN SS Blackstone Sr Loan ETF | Add +3.8% | 2.55% | +0.06 |
| VONG Vanguard Russell 1000 Growth | New | 0.06% | +0.06 |
| MSFT Microsoft Corp. | Add +1.2% | 1.48% | +0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.8% | 2.45% | +0.06 |
| TJX TJX Companies Inc. | Add +2.7% | 0.35% | +0.06 |
| GHYG iShares Us&intl High Yield C | Add +2.8% | 2.55% | +0.05 |
| ABBV Abbvie Inc. | Add +0.2% | 0.25% | +0.05 |
| NFLX Netflix Inc. | Add +20.5% | 0.71% | +0.04 |
| EAGG iShares ESG Aware US Aggrega | Add +17.7% | 0.19% | +0.03 |
| MO Altria Group Inc. | Add +5.7% | 0.13% | +0.02 |
| MCD McDonald's Corp. | Add +5.2% | 0.19% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.1% | 0.20% | +0.01 |
| HD Home Depot Inc. | Add +8.6% | 0.08% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.4% | 0.10% | +0.01 |
| META Meta Platforms Inc. Class A | Add +2.8% | 0.96% | +0.01 |
| CVX Chevron Corp. | Add +4.4% | 0.09% | +0.01 |
| NI Nisource Inc. | Add +3.9% | 0.09% | +0.01 |
| UBER Uber Technologies Inc. | Add +6.0% | 0.09% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +3.8% | 0.19% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +0.4% | 1.33% | +0.01 |
| F Ford Motor Co. | Add +0.7% | 0.07% | +0.01 |
| FDL First Trust Morn DVD Lead Inc. | Add +3.4% | 0.08% | +0.00 |
| RWL Invesco S&P 500 Revenue ETF | Add +0.2% | 0.09% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 0.07% | +0.00 |
| VZ Verizon Communications Inc. | Add +2.1% | 0.06% | +0.00 |
| IRBTQ Irobot Corp. | Add +2.2% | 0.01% | +0.00 |
| KO The Coca-Cola Co. | Add +8.4% | 0.32% | +0.00 |
| NLST Netlist Inc. | Add +9.1% | 0.00% | +0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Add +0.2% | 0.47% | −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 |