Hilltop Partners LLC
- SEC CIK
- 0001957867
- Latest filing
- Aug 5, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 127
- +7 vs. Q3 2025
- Portfolio value
- $388.0M
- +$53.3M (+15.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 248,504 | $76.8M | 19.8% | +29,550+13.5% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 170,508 | $32.6M | 8.4% | +4,326+2.6% | Added | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 609,370 | $29.3M | 7.6% | +6,300+1.0% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 304,672 | $20.1M | 5.2% | +219,477+257.6% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 142,661 | $15.2M | 3.9% | +12,887+9.9% | Added | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 549,959 | $13.0M | 3.4% | +21,452+4.1% | Added | – |
| AAPLApple Inc. | Stock | 34,626 | $9.41M | 2.4% | +473+1.4% | Added | History |
| iShares Inc464286178 | US INTL HGH YLD | 196,093 | $9.05M | 2.3% | +12,739+6.9% | Added | – |
| iShares Tr46435G102 | CONV BD ETF | 91,754 | $9.04M | 2.3% | −1,662−1.8% | Reduced | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 218,856 | $9.03M | 2.3% | +13,911+6.8% | Added | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 133,486 | $9.00M | 2.3% | +5,311+4.1% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 175,673 | $8.49M | 2.2% | +10,212+6.2% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 56,232 | $6.77M | 1.7% | +19,959+55.0% | Added | History |
| NVDANVIDIA Corp | Stock | 33,820 | $6.31M | 1.6% | +4,761+16.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 12,631 | $6.11M | 1.6% | +3,044+31.8% | Added | History |
| LLYEli Lilly & Co | Stock | 5,507 | $5.92M | 1.5% | +1,559+39.5% | Added | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 98,986 | $4.66M | 1.2% | +4,227+4.5% | Added | – |
| AVGOBroadcom Inc. | Stock | 12,897 | $4.46M | 1.2% | +1,380+12.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 14,148 | $4.43M | 1.1% | −1,772−11.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 19,171 | $4.42M | 1.1% | +2,313+13.7% | Added | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 175,530 | $4.40M | 1.1% | −451−0.3% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 13,002 | $4.19M | 1.1% | +2,966+29.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,152 | $4.06M | 1.0% | +1,767+40.3% | Added | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 127,038 | $4.00M | 1.0% | −2,111−1.6% | Reduced | – |
| JNJJohnson & Johnson | Stock | 19,196 | $3.97M | 1.0% | +618+3.3% | Added | History |
| VVisa Inc. | Stock | 11,137 | $3.91M | 1.0% | +2,212+24.8% | Added | History |
| MAMastercard Inc | Stock | 6,826 | $3.90M | 1.0% | +1,412+26.1% | Added | History |
| PGProcter & Gamble Co | Stock | 26,675 | $3.82M | 1.0% | +8,481+46.6% | Added | History |
| TSLATesla, Inc. | Stock | 7,376 | $3.32M | 0.9% | −858−10.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 29,753 | $2.79M | 0.7% | +9,953+50.3% | AddedConverted for a 10-for-1 split | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,475 | $2.75M | 0.7% | +1,098+25.1% | Added | History |
| ORCLOracle Corp | Stock | 14,111 | $2.75M | 0.7% | +5,505+64.0% | Added | History |
| WMTWalmart Inc. | Stock | 23,997 | $2.67M | 0.7% | +2,853+13.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,819 | $2.43M | 0.6% | +828+41.6% | Added | History |
| ETNEaton Corp plc | Stock | 7,322 | $2.33M | 0.6% | −71−1.0% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,745 | $2.05M | 0.5% | −183−0.8% | Reduced | – |
| AMPAmeriprise Financial Inc | COM | 3,512 | $1.72M | 0.4% | +374+11.9% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 21,167 | $1.63M | 0.4% | +1,331+6.7% | Added | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 48,069 | $1.63M | 0.4% | +1,405+3.0% | Added | – |
| WPCW. P. Carey Inc. | COM | 23,709 | $1.53M | 0.4% | −317−1.3% | Reduced | History |
| APHAmphenol Corp | CL A | 10,370 | $1.40M | 0.4% | +125+1.2% | Added | History |
| MRKMerck & Co., Inc. | Stock | 12,454 | $1.31M | 0.3% | −592−4.5% | Reduced | History |
| KOCoca Cola Co | Stock | 18,472 | $1.29M | 0.3% | +2,366+14.7% | Added | History |
| HONHoneywell International Inc | COM | 6,464 | $1.26M | 0.3% | +1,244+23.8% | Added | History |
| EMREmerson Electric Co | Stock | 9,444 | $1.25M | 0.3% | +1,351+16.7% | Added | History |
| TJXTJX Companies Inc | Stock | 8,090 | $1.24M | 0.3% | −88−1.1% | Reduced | History |
| EOGEOG Resources Inc | Stock | 10,982 | $1.15M | 0.3% | +2,463+28.9% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 22,368 | $1.12M | 0.3% | −5,801−20.6% | Reduced | – |
| LENLennar Corp | CL A | 9,909 | $1.02M | 0.3% | +1,771+21.8% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 11,903 | $1.01M | 0.3% | −387−3.1% | Reduced | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 32,508 | $977.5K | 0.3% | +802+2.5% | Added | – |
| CMAComerica Inc | COM | 11,069 | $962.2K | 0.2% | +11,069 | New | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 10,686 | $941.2K | 0.2% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,283 | $875.2K | 0.2% | +13+1.0% | Added | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 19,188 | $873.2K | 0.2% | −258−1.3% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 3,622 | $827.5K | 0.2% | +35+1.0% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,127 | $801.1K | 0.2% | −106−0.4% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 2,703 | $800.8K | 0.2% | +1,910+240.9% | Added | History |
| PMPhilip Morris International Inc. | Stock | 4,902 | $786.3K | 0.2% | −4−0.1% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 3,715 | $741.8K | 0.2% | 00.0% | Unchanged | – |
| JBLJabil Inc | Stock | 3,115 | $710.2K | 0.2% | −185−5.6% | Reduced | History |
| SPDR Series Trust78464A672 | ST INTER ETF | 24,070 | $694.2K | 0.2% | +3,386+16.4% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,627 | $688.1K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,219 | $663.6K | 0.2% | +10.0% | Added | – |
| MCDMcDonalds Corp | Stock | 2,152 | $657.9K | 0.2% | +60+2.9% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,946 | $652.4K | 0.2% | +7+0.4% | Added | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 7,314 | $630.8K | 0.2% | 00.0% | Unchanged | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 12,064 | $577.3K | 0.1% | −1,488−11.0% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,252 | $573.5K | 0.1% | −808−6.2% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,342 | $559.4K | 0.1% | +163+3.9% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,555 | $554.8K | 0.1% | −936−14.4% | Reduced | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 10,686 | $551.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 8,891 | $479.0K | 0.1% | −228−2.5% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 678 | $464.4K | 0.1% | +23+3.5% | Added | – |
| SAIASaia Inc | COM | 1,370 | $447.3K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,445 | $434.1K | 0.1% | −266−4.7% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 575 | $433.4K | 0.1% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 3,365 | $421.6K | 0.1% | +34+1.0% | Added | History |
| ANETArista Networks, Inc. | Stock | 3,193 | $418.4K | 0.1% | −2−0.1% | Reduced | History |
| COFCapital One Financial Corp | Stock | 1,673 | $405.5K | 0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 2,045 | $396.9K | 0.1% | +2,045 | New | History |
| TAT&T Inc. | Stock | 15,876 | $394.4K | 0.1% | +6,999+78.8% | Added | History |
| iShares Inc46434G830 | MSCI ITALY ETF | 7,029 | $381.9K | 0.1% | +197+2.9% | Added | – |
| COHRCoherent Corp. | COM | 2,064 | $381.0K | 0.1% | +2,064 | New | History |
| MOAltria Group, Inc. | Stock | 6,542 | $377.2K | 0.1% | −45−0.7% | Reduced | History |
| GEGeneral Electric Co | Stock | 1,196 | $368.3K | 0.1% | +1+0.1% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,735 | $355.1K | 0.1% | +19+0.5% | Added | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,866 | $340.3K | 0.1% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 591 | $338.3K | 0.1% | +17+3.0% | Added | History |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 4,672 | $329.0K | 0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| LOWLowes Companies Inc | Stock | 1,363 | $328.7K | 0.1% | −6−0.4% | Reduced | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 12,799 | $319.2K | 0.1% | −929−6.8% | Reduced | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,704 | $309.6K | 0.1% | −26−1.0% | Reduced | – |
| ELVElevance Health, Inc. | Stock | 869 | $304.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Inc464286806 | MSCI GERMANY ETF | 7,100 | $301.8K | 0.1% | +154+2.2% | Added | – |
| NINisource Inc. | COM | 7,157 | $298.9K | 0.1% | 00.0% | Unchanged | History |
| DTEDte Energy Co | COM | 2,304 | $297.2K | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 1,776 | $285.9K | 0.1% | +215+13.8% | Added | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,127 | $282.3K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD336917109 | SHS | 6,311 | $279.8K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.