Hilltop Partners LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$388.0M

Holdings

127

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (127 positions)

#StockSharesValue% PortfolioType
1
VONEVANGUARD RUSSELL 1000 ETF
248,504$76.8M19.79%
2
VTVVANGUARD VALUE ETF
170,508$32.6M8.39%
3
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF
609,370$29.3M7.56%
4
IJHISHARES CORE S&P MID-CAP ETF
304,672$20.1M5.18%
5
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
142,661$15.2M3.92%
6
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
549,959$13.0M3.35%
7
AAPLAPPLE INC COM
34,626$9.4M2.43%
8
GHYGISHARES US & INTL HIGH YIELD CORP BOND ETF
196,093$9.0M2.33%
9
ICVTISHARES CONVERTIBLE BOND ETF
91,754$9.0M2.33%
10
SRLNSTATE STREET BLACKSTONE SENIOR LOAN ETF
218,856$9.0M2.33%
11
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
133,486$9.0M2.32%
12
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
175,673$8.5M2.19%
13
XOMEXXON MOBIL CORP COM
56,232$6.8M1.74%
14
NVDANVIDIA CORPORATION COM
33,820$6.3M1.63%
15
MSFTMICROSOFT CORP COM
12,631$6.1M1.57%
16
LLYELI LILLY & CO COM
5,507$5.9M1.53%
17
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
98,986$4.7M1.20%
18
AVGOBROADCOM INC COM
12,897$4.5M1.15%
19
GOOGLALPHABET INC CAP STK CL A
14,148$4.4M1.14%
20
AMZNAMAZON COM INC COM
19,171$4.4M1.14%
21
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
175,530$4.4M1.13%
22
JPMJPMORGAN CHASE & CO COM
13,002$4.2M1.08%
23
METAMETA PLATFORMS INC CL A
6,152$4.1M1.05%
24
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
127,038$4.0M1.03%
25
JNJJOHNSON & JOHNSON COM
19,196$4.0M1.02%
26
VVISA INC COM CL A
11,137$3.9M1.01%
27
MAMASTERCARD INCORPORATED CL A
6,826$3.9M1.00%
28
PGPROCTER & GAMBLE CO COM
26,675$3.8M0.99%
29
TSLATESLA INC COM
7,376$3.3M0.85%
30
NFLXNETFLIX INC. COM
29,753$2.8M0.72%
31
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
5,475$2.8M0.71%
32
ORCLORACLE CORP COM
14,111$2.8M0.71%
33
WMTWALMART INC COM
23,997$2.7M0.69%
34
COSTCOSTCO WHOLESALE CORPORATION COM
2,819$2.4M0.63%
35
ETNEATON CORP PLC SHS
7,322$2.3M0.60%
36
USMVISHARES MSCI USA MIN VOL FACTOR ETF
21,745$2.0M0.53%
37
A4SAMERIPRISE FINL INC COM
3,512$1.7M0.44%
38
CSCOCISCO SYS INC COM
21,167$1.6M0.42%
39
SPIBSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
48,069$1.6M0.42%
40
WPCWP CAREY INC COM
23,709$1.5M0.39%
41
APHAMPHENOL CORP CL A
10,370$1.4M0.36%
42
MRKMERCK & CO INC COM
12,454$1.3M0.34%
43
KOCOCA COLA CO COM
18,472$1.3M0.33%
44
HONHONEYWELL INTL INC COM
6,464$1.3M0.32%
45
EMREMERSON ELEC CO COM
9,444$1.3M0.32%
46
TJXTJX COS INC NEW COM
8,090$1.2M0.32%
47
EOGEOG RES INC COM
10,982$1.2M0.30%
48
VTEBVANGUARD TAX-EXEMPT BOND ETF
22,368$1.1M0.29%
49
LENLENNAR CORP CL A
9,909$1.0M0.26%
50
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
11,903$1.0M0.26%
51
SCHMSCHWAB U.S. MID-CAP ETF
32,508$977K0.25%
52
CMACOMERICA INC COM
11,069$962K0.25%
53
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
10,686$941K0.24%
54
SPYSTATE STREET SPDR S&P 500 ETF
1,283$875K0.23%
55
RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
19,188$873K0.22%
56
ABBVABBVIE INC COM
3,622$827K0.21%
57
SCHASCHWAB U.S. SMALL-CAP ETF
28,127$801K0.21%
58
IBMINTERNATIONAL BUSINESS MACHS COM
2,703$800K0.21%
59
4I1PHILIP MORRIS INTL INC COM
4,902$786K0.20%
60
IYWISHARES U.S. TECHNOLOGY ETF
3,715$741K0.19%
61
JBLJABIL INC COM
3,115$710K0.18%
62
SPTISTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
24,070$694K0.18%
63
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
4,627$688K0.18%
64
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
6,219$663K0.17%
65
MCDMCDONALDS CORP COM
2,152$657K0.17%
66
VTIVANGUARD TOTAL STOCK MARKET ETF
1,946$652K0.17%
67
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
7,314$630K0.16%
68
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
12,064$577K0.15%
69
SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
12,252$573K0.15%
70
DSIISHARES ESG MSCI KLD 400 ETF
4,342$559K0.14%
71
AGGISHARES CORE U.S. AGGREGATE BOND ETF
5,555$554K0.14%
72
DTHWISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND
10,686$551K0.14%
73
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
8,891$479K0.12%
74
IVVISHARES CORE S&P 500 ETF
678$464K0.12%
75
SAIASAIA INC COM
1,370$447K0.12%
76
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
5,445$434K0.11%
77
VGTVANGUARD INFORMATION TECHNOLOGY ETF
575$433K0.11%
78
ABTABBOTT LABS COM
3,365$421K0.11%
79
ANETARISTA NETWORKS INC COM SHS
3,193$418K0.11%
80
COFCAPITAL ONE FINL CORP COM
1,673$405K0.10%
81
BDXBECTON DICKINSON & CO COM
2,045$396K0.10%
82
TAT&T INC COM
15,876$394K0.10%
83
EWIISHARES MSCI ITALY ETF
7,029$381K0.10%
84
COHRCOHERENT CORP COM
2,064$380K0.10%
85
MOALTRIA GROUP INC COM
6,542$377K0.10%
86
GEGE AEROSPACE COM NEW
1,196$368K0.09%
87
ESGDISHARES ESG AWARE MSCI EAFE ETF
3,735$355K0.09%
88
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF
2,866$340K0.09%
89
CATCATERPILLAR INC COM
591$338K0.09%
90
LOWLOWES COS INC COM
1,363$328K0.08%
91
QLDPROSHARES ULTRA QQQ
4,672$328K0.08%
92
HYMBSTATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
12,799$319K0.08%
93
RWLINVESCO S&P 500 REVENUE ETF
2,704$309K0.08%
94
ELVELEVANCE HEALTH INC FORMERLY A COM
869$304K0.08%
95
EWGISHARES MSCI GERMANY ETF
7,100$301K0.08%
96
NINISOURCE INC COM
7,157$298K0.08%
97
DTEDTE ENERGY CO COM
2,304$297K0.08%
98
SHOPSHOPIFY INC CL A SUB VTG SHS
1,776$285K0.07%
99
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
6,127$282K0.07%
100
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
6,311$279K0.07%
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