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

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

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
EIX Edison International 0.07% 3,791 $277K No change
WEC WEC Energy Group Inc. 0.07% 2,370 $274K No change
EWG iShares MSCI Germany ETF 0.07% 6,848 $272K Reduce -3.5%
ELV Elevance Health Inc. 0.07% 914 $268K Add +5.2%
HYMB SS SPDR N Ice HY Muni ETF 0.07% 10,421 $258K Reduce -18.6%
QQQ Invesco QQQ Trust Series 1 0.06% 436 $251K Add +5.8%
WWD Woodward Inc. 0.06% 700 $251K No change
SYK Stryker Corp. 0.06% 735 $242K Reduce -2.8%
IJR iShares Core S&P Small-Cap E 0.06% 1,940 $241K Add +11.4%
PLTR Palantir Technologies Inc. Class A 0.06% 1,641 $240K Add +11.6%
F Ford Motor Co. filed as FORD MTR CO 0.06% 20,769 $240K Add +1.5%
PLD Prologis Inc. 0.06% 1,810 $239K Reduce -2.3%
IWR iShares Russell Mid-Cap ETF 0.06% 2,389 $232K Add +0.0%
NULV Nuveen ESG Large-Cap Val ETF 0.06% 5,030 $229K Reduce -2.6%
DES Wisdomtree US Smallcap Divid 0.06% 6,024 $217K No change
VOO Vanguard S&P 500 ETF 0.06% 362 $216K Add +1.1%
HD Home Depot Inc. 0.06% 655 $215K Reduce -5.6%
BP BP PLC-Spons ADR 0.05% 4,470 $210K New
MU Micron Technology Inc. 0.05% 610 $206K New
FCX Freeport-McMoran Inc. 0.05% 3,471 $204K New
NULG Nuveen ESG LRG-Cap GRW ETF 0.05% 2,219 $202K No change
CAH Cardinal Health Inc. 0.05% 952 $201K New
CHI Calamos Convert Opport & Inc. 0.05% 18,305 $197K No change
NLST Netlist Inc. 0.00% 10,605 $17K Reduce -0.1%
HHDS Highlands REIT Inc. 0.00% 16,014 $5K No change
ENZC Enzolytics Inc. 0.00% 1,905,655 $572 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

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