Hilltop Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Hilltop Partners LLC reported 126 stock positions worth $389.7 million. Its top holding was Vanguard Russell 1000 (VONE) at 19.0% of the portfolio, followed by Xtrackers MSCI Eafe Hedged E (DBEF, 11.7%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.5%). Compared with Q4 2025, it opened 6 new positions, sold out of 7, added to 56 and reduced 39. The biggest buy was Xtrackers MSCI Eafe Hedged E (DBEF, shares +52%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- MISHAWAKA, IN
- CIK
- 0001957867
- Portfolio Value
- $389.7M (Q1 2026)
- SEC Filing
- 0001104659-26-059202 ↗ filed May 12, 2026
Holdings Value
Holdings 126 stocks · $389.7M
| VONE Vanguard Russell 1000 | 19.00% | 250,902 | $74.0M | Add +1.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 11.72% | 924,359 | $45.7M | Add +51.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.45% | 167,908 | $32.9M | Reduce -1.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.66% | 145,701 | $14.3M | Add +2.1% |
| SPHY SS SPDR P High Yield ETF | 3.44% | 575,544 | $13.4M | Add +4.7% |
| ICVT iShares Convertible Bond ETF | 2.44% | 93,308 | $9.5M | Add +1.7% |
| SRLN SS Blackstone Sr Loan ETF | 2.40% | 232,547 | $9.3M | Add +6.3% |
| GHYG iShares Us&intl High Yield C | 2.35% | 203,018 | $9.2M | Add +3.5% |
| AAPL Apple Inc. | 2.35% | 36,033 | $9.1M | Add +4.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.34% | 139,073 | $9.1M | Add +4.2% |
| BNDX Vanguard Total Intl Bond ETF | 2.31% | 187,003 | $9.0M | Add +6.5% |
| XOM Exxon Mobil Corp. | 2.18% | 50,149 | $8.5M | Reduce -10.8% |
| NVDA Nvidia Corp. | 1.54% | 34,378 | $6.0M | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 1.53% | 88,144 | $6.0M | Reduce -71.1% |
| AMZN Amazon.com Inc. | 1.42% | 26,509 | $5.5M | Add +38.3% |
| MSFT Microsoft Corp. | 1.40% | 14,785 | $5.5M | Add +17.1% |
| LLY Eli Lilly & Co. | 1.39% | 5,891 | $5.4M | Add +7.0% |
| VMBS Vanguard Mortgage-Backed Sec | 1.24% | 102,955 | $4.8M | Add +4.0% |
| SCHR Schwab Intermediate-Term US | 1.15% | 180,339 | $4.5M | Add +2.7% |
| JNJ Johnson & Johnson | 1.13% | 18,093 | $4.4M | Reduce -5.8% |
| AVGO Broadcom Inc. | 1.13% | 14,279 | $4.4M | Add +10.7% |
| GOOGL Alphabet Inc. Class A | 1.09% | 14,719 | $4.2M | Add +4.0% |
| PG The Procter & Gamble Co. | 1.05% | 28,239 | $4.1M | Add +5.9% |
| JPM JPMorgan Chase & Co. | 1.03% | 13,706 | $4.0M | Add +5.4% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.02% | 122,841 | $4.0M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.98% | 7,611 | $3.8M | Add +11.5% |
| V Visa Inc. Class A | 0.96% | 12,370 | $3.7M | Add +11.1% |
| META Meta Platforms Inc. Class A | 0.94% | 6,432 | $3.7M | Add +4.5% |
| WMT Walmart Inc. | 0.75% | 23,597 | $2.9M | Reduce -1.7% |
| NFLX Netflix Inc. | 0.75% | 30,465 | $2.9M | Add +2.4% |
| TSLA Tesla Inc. | 0.75% | 7,848 | $2.9M | Add +6.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 5,839 | $2.8M | Add +6.7% |
| COST Costco Wholesale Corp. | 0.69% | 2,693 | $2.7M | Reduce -4.5% |
| ORCL Oracle Corp. | 0.67% | 17,813 | $2.6M | Add +26.2% |
| ETN Eaton Corp. PLC | 0.67% | 7,322 | $2.6M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.51% | 21,439 | $2.0M | Reduce -1.4% |
| SPIB SS SPDR P Int C Corp. ETF | 0.43% | 49,476 | $1.7M | Add +2.9% |
| AMP Ameriprise Financial Inc. | 0.42% | 3,707 | $1.6M | Add +5.5% |
| CSCO Cisco Systems Inc. | 0.41% | 20,605 | $1.6M | Reduce -2.7% |
| WPC WP Carey Inc. | 0.38% | 21,930 | $1.5M | Reduce -7.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 8,721 | $1.4M | Add +7.8% |
| MRK Merck & Co. Inc. | 0.35% | 11,335 | $1.4M | Reduce -9.0% |
| EOG EOG Resources Inc. | 0.35% | 9,390 | $1.4M | Reduce -14.5% |
| APH Amphenol Corp. Class A | 0.35% | 10,645 | $1.3M | Add +2.6% |
| KO The Coca-Cola Co. | 0.34% | 17,529 | $1.3M | Reduce -5.1% |
| HON Honeywell International Inc. | 0.34% | 5,789 | $1.3M | Reduce -10.4% |
| EMR Emerson Electric Co. | 0.31% | 9,205 | $1.2M | Reduce -2.5% |
| FITB Fifth Third Bancorp | 0.27% | 22,733 | $1.1M | New |
| IXUS iShares Core Intl Stock ETF | 0.26% | 11,717 | $1.0M | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 19,490 | $972K | Reduce -12.9% |
| SCHM Schwab US Mid Cap ETF | 0.25% | 31,311 | $969K | Reduce -3.7% |
| DLN Wisdomtree US Largecap Divid | 0.24% | 10,686 | $955K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.22% | 18,897 | $855K | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,301 | $846K | Add +1.4% |
| JBL Jabil Inc. | 0.22% | 3,165 | $841K | Add +1.6% |
| PM Philip Morris International | 0.21% | 4,902 | $810K | No change |
| SCHA Schwab US Small-Cap ETF | 0.21% | 27,849 | $810K | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.21% | 3,688 | $802K | Add +1.8% |
| SPTI SS SPDR P Int Term TSY ETF | 0.17% | 23,689 | $679K | Reduce -1.6% |
| MCD McDonald's Corp. | 0.17% | 2,176 | $676K | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 2,773 | $672K | Add +2.6% |
| IYW iShares Ustechnology ETF | 0.17% | 3,694 | $670K | Reduce -0.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.17% | 7,314 | $668K | No change |
| ITOT iShares Core S&P Total U.S. | 0.17% | 4,627 | $659K | No change |
| SUB iShares Short-Term National | 0.16% | 5,998 | $639K | Reduce -3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,949 | $625K | Add +0.1% |
| EAGG iShares ESG Aware US Aggrega | 0.15% | 12,319 | $586K | Add +2.1% |
| DTH Wisdomtree International Hig | 0.15% | 10,686 | $578K | No change |
| SPEM State Street SP PTF Em ETF | 0.14% | 11,915 | $559K | Reduce -2.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 4,319 | $523K | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 0.13% | 4,966 | $493K | Reduce -10.6% |
| COHR Coherent Corp. | 0.13% | 2,064 | $492K | No change |
| SAIA Saia Inc. | 0.12% | 1,370 | $481K | No change |
| T AT&T Inc. | 0.12% | 16,555 | $480K | Add +4.3% |
| EFT Eaton Vance Fltng RT Inc. TR | 0.12% | 26,282 | $476K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.12% | 8,655 | $461K | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 0.12% | 696 | $455K | Add +2.6% |
| ANET Arista Networks Inc. | 0.11% | 3,559 | $437K | Add +11.5% |
| MO Altria Group Inc. | 0.11% | 6,593 | $435K | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 5,407 | $429K | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 0.11% | 600 | $419K | Add +4.3% |
| CAT Caterpillar Inc. | 0.11% | 591 | $418K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.10% | 4,259 | $407K | Add +14.0% |
| CVX Chevron Corp. | 0.10% | 1,852 | $383K | Add +12.6% |
| EWI iShares MSCI Italy ETF | 0.10% | 7,029 | $375K | No change |
| PYLD PIMCO Multisector Bond Actv | 0.09% | 13,733 | $360K | Add +34.0% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 1,242 | $353K | Add +3.9% |
| ABT Abbott Laboratories | 0.09% | 3,367 | $346K | Add +0.1% |
| DTE DTE Energy Company | 0.09% | 2,304 | $337K | No change |
| ACWV iShares MSCI Global Min Vol | 0.09% | 2,816 | $337K | Reduce -1.7% |
| LOW Lowe's Cos Inc. | 0.08% | 1,363 | $322K | No change |
| NI Nisource Inc. | 0.08% | 6,892 | $322K | Reduce -3.7% |
| BDX Becton Dickinson and Co. | 0.08% | 2,045 | $322K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.08% | 6,311 | $321K | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.08% | 2,693 | $309K | Reduce -0.4% |
| COF Capital One Financial Corp. | 0.08% | 1,673 | $305K | No change |
| IAU iShares Gold Trust | 0.08% | 3,354 | $296K | Add +3.6% |
| VZ Verizon Communications Inc. | 0.07% | 5,771 | $290K | Reduce -11.8% |
| FVD First Trust Value Line DVD | 0.07% | 6,127 | $288K | No change |
| QLD Proshares Ultra QQQ | 0.07% | 4,672 | $285K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IJH iShares Core S&P Midcap ETF | Reduce -71.1% | 1.53% | −3.65 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.26 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.25 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.07 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.07 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.06 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.05 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -12.9% | 0.25% | −0.04 |
| IYW iShares Ustechnology ETF | Reduce -0.6% | 0.17% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.4% | 0.51% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -10.6% | 0.13% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -18.6% | 0.07% | −0.02 |
| EMR Emerson Electric Co. | Reduce -2.5% | 0.31% | −0.01 |
| WPC WP Carey Inc. | Reduce -7.5% | 0.38% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -2.7% | 0.41% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.5% | 0.13% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -3.3% | 1.02% | −0.01 |
| EWG iShares MSCI Germany ETF | Reduce -3.5% | 0.07% | −0.01 |
| SUB iShares Short-Term National | Reduce -3.5% | 0.16% | −0.01 |
| SYK Stryker Corp. | Reduce -2.8% | 0.06% | −0.01 |
| HD Home Depot Inc. | Reduce -5.6% | 0.06% | −0.01 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -1.5% | 0.22% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -2.6% | 0.12% | −0.01 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -1.6% | 0.17% | −0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -2.8% | 0.14% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -3.7% | 0.25% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.7% | 0.11% | −0.00 |
| ACWV iShares MSCI Global Min Vol | Reduce -1.7% | 0.09% | −0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -2.6% | 0.06% | −0.00 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -0.4% | 0.08% | −0.00 |
| PLD Prologis Inc. | Reduce -2.3% | 0.06% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.6% | 0.26% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.0% | 0.21% | +0.00 |
| NLST Netlist Inc. | Reduce -0.1% | 0.00% | +0.00 |
| NI Nisource Inc. | Reduce -3.7% | 0.08% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -11.8% | 0.07% | +0.01 |
| KO The Coca-Cola Co. | Reduce -5.1% | 0.34% | +0.01 |
| HON Honeywell International Inc. | Reduce -10.4% | 0.34% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -9.0% | 0.35% | +0.01 |
| EOG EOG Resources Inc. | Reduce -14.5% | 0.35% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.5% | 8.45% | +0.06 |
| COST Costco Wholesale Corp. | Reduce -4.5% | 0.69% | +0.06 |
| WMT Walmart Inc. | Reduce -1.7% | 0.75% | +0.06 |
| JNJ Johnson & Johnson | Reduce -5.8% | 1.13% | +0.11 |
| XOM Exxon Mobil Corp. | Reduce -10.8% | 2.18% | +0.44 |
Portfolio Buys Q4 2025 → Q1 2026
| DBEF Xtrackers MSCI Eafe Hedged E | Add +51.7% | 11.72% | +4.16 |
| AMZN Amazon.com Inc. | Add +38.3% | 1.42% | +0.28 |
| FITB Fifth Third Bancorp | New | 0.27% | +0.27 |
| EFT Eaton Vance Fltng RT Inc. TR | New | 0.12% | +0.12 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.5% | 2.31% | +0.12 |
| ICVT iShares Convertible Bond ETF | Add +1.7% | 2.44% | +0.11 |
| SPHY SS SPDR P High Yield ETF | Add +4.7% | 3.44% | +0.09 |
| SRLN SS Blackstone Sr Loan ETF | Add +6.3% | 2.40% | +0.07 |
| PG The Procter & Gamble Co. | Add +5.9% | 1.05% | +0.06 |
| BP BP PLC-Spons ADR | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| FCX Freeport-McMoran Inc. | New | 0.05% | +0.05 |
| CAH Cardinal Health Inc. | New | 0.05% | +0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Add +4.0% | 1.24% | +0.04 |
| TJX TJX Companies Inc. | Add +7.8% | 0.36% | +0.04 |
| CVX Chevron Corp. | Add +12.6% | 0.10% | +0.03 |
| NFLX Netflix Inc. | Add +2.4% | 0.75% | +0.03 |
| JBL Jabil Inc. | Add +1.6% | 0.22% | +0.03 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +4.2% | 2.34% | +0.02 |
| PYLD PIMCO Multisector Bond Actv | Add +34.0% | 0.09% | +0.02 |
| T AT&T Inc. | Add +4.3% | 0.12% | +0.02 |
| GHYG iShares Us&intl High Yield C | Add +3.5% | 2.35% | +0.02 |
| SCHR Schwab Intermediate-Term US | Add +2.7% | 1.15% | +0.02 |
| MO Altria Group Inc. | Add +0.8% | 0.11% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +14.0% | 0.10% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.7% | 0.72% | +0.01 |
| IAU iShares Gold Trust | Add +3.6% | 0.08% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +11.4% | 0.06% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +2.9% | 0.43% | +0.01 |
| ANET Arista Networks Inc. | Add +11.5% | 0.11% | +0.00 |
| MCD McDonald's Corp. | Add +1.1% | 0.17% | +0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +2.1% | 0.15% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.0% | 0.06% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.8% | 0.06% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +1.1% | 0.06% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +2.6% | 0.12% | −0.00 |
| VGT Vanguard Info Tech ETF | Add +4.3% | 0.11% | −0.00 |
| GE General Electric | Add +3.9% | 0.09% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +11.6% | 0.06% | −0.01 |
| ABBV Abbvie Inc. | Add +1.8% | 0.21% | −0.01 |
| F Ford Motor Co. | Add +1.5% | 0.06% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.16% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 0.22% | −0.01 |
| ELV Elevance Health Inc. | Add +5.2% | 0.07% | −0.01 |
| APH Amphenol Corp. Class A | Add +2.6% | 0.35% | −0.02 |
| AVGO Broadcom Inc. | Add +10.7% | 1.13% | −0.02 |
| ABT Abbott Laboratories | Add +0.1% | 0.09% | −0.02 |
| AMP Ameriprise Financial Inc. | Add +5.5% | 0.42% | −0.02 |
| MA Mastercard Inc. Class A | Add +11.5% | 0.98% | −0.03 |
| IBM Intl Business Machines Corp. | Add +2.6% | 0.17% | −0.03 |
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 |