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

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 Q2 2025 Q3 2025: $334.7M $334.7M Q3 2025 Q4 2025: $388.0M Q4 2025 Q1 2026: $389.7M Q1 2026 Q2 2026: $412.4M Q2 2026

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%
QQQ Invesco QQQ Trust Series 1 0.08% 428 $257K Reduce -0.5%
T AT&T Inc. 0.07% 8,877 $251K Add +1.1%
NULV Nuveen ESG Large-Cap Val ETF 0.07% 5,610 $246K Reduce -0.6%
F Ford Motor Co. filed as FORD MTR CO 0.07% 20,126 $241K Add +0.7%
IAU iShares Gold Trust 0.07% 3,246 $236K New
SHOP Shopify Inc. Class A 0.07% 1,561 $232K New
IWR iShares Russell Mid-Cap ETF 0.07% 2,389 $231K Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 793 $224K Add +0.1%
VZ Verizon Communications Inc. 0.06% 4,935 $217K Add +2.1%
NULG Nuveen ESG LRG-Cap GRW ETF 0.06% 2,181 $217K Reduce -0.5%
XLK SS Technology Select Sector 0.06% 754 $213K New
IJR iShares Core S&P Small-Cap E 0.06% 1,766 $210K Reduce -3.7%
EIX Edison International 0.06% 3,791 $210K New
ACN Accenture PLC Class A 0.06% 834 $206K Add +1.8%
DES Wisdomtree US Smallcap Divid 0.06% 6,024 $203K Reduce -44.5%
VONG Vanguard Russell 1000 Growth 0.06% 1,673 $202K New
CHI Calamos Convert Opport & Inc. 0.06% 18,305 $198K No change
IRBTQ Irobot Corp. 0.01% 10,573 $38K Add +2.2%
NLST Netlist Inc. 0.00% 11,946 $11K Add +9.1%
ENZC Enzolytics Inc. 0.00% 1,953,775 $586 No change

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

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