Hilltop Partners Llc Portfolio Stock Holdings
Hilltop Partners Llc disclosed 126 stock positions valued at approximately $389.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD RUSSELL 1000 ETF, XTRACKERS MSCI EAFE HEDGED EQUITY ETF, and VANGUARD VALUE ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 126
- Portfolio Value
- $389.7M
Holdings by Sector
Hilltop Partners Llc Portfolio Holdings in Q1 2026
123 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 ETF | VONE | Other | 19.00% | 250,902 | +2,398 | +0.96% | $74,046,213 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | DBEF | Other | 11.72% | 924,359 | +314,989 | +51.69% | $45,663,350 |
| VANGUARD VALUE ETF | VTV | Other | 8.45% | 167,908 | -2,600 | -1.52% | $32,943,492 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | SPYG | Other | 3.66% | 145,701 | +3,040 | +2.13% | $14,265,612 |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | SPHY | Other | 3.44% | 575,544 | +25,585 | +4.65% | $13,421,681 |
| ISHARES CONVERTIBLE BOND ETF | ICVT | Other | 2.44% | 93,308 | +1,554 | +1.69% | $9,497,812 |
| STATE STREET BLACKSTONE SENIOR LOAN ETF | SRLN | Other | 2.40% | 232,547 | +13,691 | +6.26% | $9,334,442 |
| ISHARES US & INTL HIGH YIELD CORP BOND ETF | GHYG | Other | 2.35% | 203,018 | +6,925 | +3.53% | $9,158,141 |
| APPLE INC COM | AAPL | Technology | 2.35% | 36,033 | +1,407 | +4.06% | $9,144,908 |
| VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | VWOB | Other | 2.34% | 139,073 | +5,587 | +4.19% | $9,135,676 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | BNDX | Other | 2.31% | 187,003 | +11,330 | +6.45% | $8,985,483 |
| EXXON MOBIL CORP COM | XOM | Energy | 2.18% | 50,149 | -6,083 | -10.82% | $8,508,269 |
| NVIDIA CORPORATION COM | NVDA | Technology | 1.54% | 34,378 | +558 | +1.65% | $5,995,461 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Other | 1.53% | 88,144 | -216,528 | -71.07% | $5,952,356 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 1.42% | 26,509 | +7,338 | +38.28% | $5,520,963 |
| MICROSOFT CORP COM | MSFT | Technology | 1.40% | 14,785 | +2,154 | +17.05% | $5,473,116 |
| ELI LILLY & CO COM | LLY | Healthcare | 1.39% | 5,891 | +384 | +6.97% | $5,417,972 |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | VMBS | Other | 1.24% | 102,955 | +3,969 | +4.01% | $4,833,744 |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | Other | 1.15% | 180,339 | +4,809 | +2.74% | $4,492,239 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 1.13% | 18,093 | -1,103 | -5.75% | $4,422,593 |
| BROADCOM INC COM | AVGO | Technology | 1.13% | 14,279 | +1,382 | +10.72% | $4,419,560 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 1.09% | 14,719 | +571 | +4.04% | $4,232,631 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 1.05% | 28,239 | +1,564 | +5.86% | $4,078,778 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.03% | 13,706 | +704 | +5.41% | $4,031,789 |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | FNDA | Other | 1.02% | 122,841 | -4,197 | -3.30% | $3,983,725 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 0.98% | 7,611 | +785 | +11.50% | $3,802,689 |
| VISA INC COM CL A | V | Financial Services | 0.96% | 12,370 | +1,233 | +11.07% | $3,738,598 |
| META PLATFORMS INC CL A | META | Communication Services | 0.94% | 6,432 | +280 | +4.55% | $3,679,818 |
| WALMART INC COM | WMT | Consumer Defensive | 0.75% | 23,597 | -400 | -1.67% | $2,932,618 |
| NETFLIX INC. COM | NFLX | Communication Services | 0.75% | 30,465 | +712 | +2.39% | $2,929,174 |
| TESLA INC COM | TSLA | Consumer Cyclical | 0.75% | 7,848 | +472 | +6.40% | $2,917,641 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.72% | 5,839 | +364 | +6.65% | $2,797,982 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 0.69% | 2,693 | -126 | -4.47% | $2,683,156 |
| ORACLE CORP COM | ORCL | Technology | 0.67% | 17,813 | +3,702 | +26.23% | $2,620,440 |
| EATON CORP PLC SHS | ETN | Other | 0.67% | 7,322 | - | - | $2,618,860 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | Other | 0.51% | 21,439 | -306 | -1.41% | $1,988,278 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | Other | 0.43% | 49,476 | +1,407 | +2.93% | $1,659,424 |
| AMERIPRISE FINL INC COM | AMP | Financial Services | 0.42% | 3,707 | +195 | +5.55% | $1,647,241 |
| CISCO SYS INC COM | CSCO | Technology | 0.41% | 20,605 | -562 | -2.66% | $1,598,770 |
| WP CAREY INC COM | WPC | Real Estate | 0.38% | 21,930 | -1,779 | -7.50% | $1,490,339 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 0.36% | 8,721 | +631 | +7.80% | $1,392,765 |
| MERCK & CO INC COM | MRK | Healthcare | 0.35% | 11,335 | -1,119 | -8.99% | $1,363,519 |
| EOG RES INC COM | EOG | Energy | 0.35% | 9,390 | -1,592 | -14.50% | $1,357,574 |
| AMPHENOL CORP CL A | APH | Technology | 0.35% | 10,645 | +275 | +2.65% | $1,345,038 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.34% | 17,529 | -943 | -5.11% | $1,333,052 |
| HONEYWELL INTL INC COM | HON | Industrials | 0.34% | 5,789 | -675 | -10.44% | $1,308,574 |
| EMERSON ELEC CO COM | EMR | Industrials | 0.31% | 9,205 | -239 | -2.53% | $1,206,082 |
| FIFTH THIRD BANCORP COM | FITB | Financial Services | 0.27% | 22,733 | +22,733 | +100.00% | $1,056,175 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | Other | 0.26% | 11,717 | -186 | -1.56% | $1,015,128 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 0.25% | 19,490 | -2,878 | -12.87% | $972,377 |
| SCHWAB U.S. MID-CAP ETF | SCHM | Other | 0.25% | 31,311 | -1,197 | -3.68% | $969,384 |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | DLN | Other | 0.24% | 10,686 | - | - | $954,580 |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | RSPT | Other | 0.22% | 18,897 | -291 | -1.52% | $855,272 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.22% | 1,301 | +18 | +1.40% | $846,181 |
| JABIL INC COM | JBL | Technology | 0.22% | 3,165 | +50 | +1.61% | $840,688 |
| PHILIP MORRIS INTL INC COM | PM | Consumer Defensive | 0.21% | 4,902 | - | - | $810,497 |
| SCHWAB U.S. SMALL-CAP ETF | SCHA | Other | 0.21% | 27,849 | -278 | -0.99% | $809,840 |
| ABBVIE INC COM | ABBV | Healthcare | 0.21% | 3,688 | +66 | +1.82% | $801,996 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | Other | 0.17% | 23,689 | -381 | -1.58% | $678,918 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 0.17% | 2,176 | +24 | +1.12% | $676,174 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 0.17% | 2,773 | +70 | +2.59% | $672,226 |
| ISHARES U.S. TECHNOLOGY ETF | IYW | Other | 0.17% | 3,694 | -21 | -0.57% | $670,169 |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | Other | 0.17% | 7,314 | - | - | $668,249 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | Other | 0.17% | 4,627 | - | - | $659,090 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | Other | 0.16% | 5,998 | -221 | -3.55% | $638,787 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.16% | 1,949 | +3 | +0.15% | $625,356 |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | Other | 0.15% | 12,319 | +255 | +2.11% | $585,768 |
| WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | DTH | Other | 0.15% | 10,686 | - | - | $578,006 |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | SPEM | Other | 0.14% | 11,915 | -337 | -2.75% | $558,950 |
| ISHARES ESG MSCI KLD 400 ETF | DSI | Other | 0.13% | 4,319 | -23 | -0.53% | $523,420 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | Other | 0.13% | 4,966 | -589 | -10.60% | $493,020 |
| COHERENT CORP COM | COHR | Technology | 0.13% | 2,064 | - | - | $491,665 |
| SAIA INC COM | SAIA | Industrials | 0.12% | 1,370 | - | - | $481,254 |
| AT&T INC COM | T | Communication Services | 0.12% | 16,555 | +679 | +4.28% | $479,922 |
| EATON VANCE FLOATING RATE IN | EFT | Financial Services | 0.12% | 26,282 | +26,282 | +100.00% | $476,200 |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | Other | 0.12% | 8,655 | -236 | -2.65% | $460,619 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.12% | 696 | +18 | +2.65% | $454,648 |
| ARISTA NETWORKS INC COM SHS | ANET | Other | 0.11% | 3,559 | +366 | +11.46% | $436,974 |
| ALTRIA GROUP INC COM | MO | Consumer Defensive | 0.11% | 6,593 | +51 | +0.78% | $435,053 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | Other | 0.11% | 5,407 | -38 | -0.70% | $428,614 |
| VANGUARD INFORMATION TECHNOLOGY ETF | VGT | Other | 0.11% | 600 | +25 | +4.35% | $418,641 |
| CATERPILLAR INC COM | CAT | Industrials | 0.11% | 591 | - | - | $418,475 |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | Other | 0.10% | 4,259 | +524 | +14.03% | $407,219 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.10% | 1,852 | +207 | +12.58% | $383,164 |
| ISHARES MSCI ITALY ETF | EWI | Other | 0.10% | 7,029 | - | - | $375,489 |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | Other | 0.09% | 13,733 | +3,488 | +34.05% | $359,806 |
| GE AEROSPACE COM NEW | GE | Industrials | 0.09% | 1,242 | +46 | +3.85% | $352,505 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 0.09% | 3,367 | +2 | +0.06% | $345,669 |
| DTE ENERGY CO COM | DTE | Utilities | 0.09% | 2,304 | - | - | $336,891 |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | Other | 0.09% | 2,816 | -50 | -1.74% | $336,540 |
| LOWES COS INC COM | LOW | Consumer Cyclical | 0.08% | 1,363 | - | - | $322,050 |
| NISOURCE INC COM | NI | Utilities | 0.08% | 6,892 | -265 | -3.70% | $321,581 |
| BECTON DICKINSON & CO COM | BDX | Healthcare | 0.08% | 2,045 | - | - | $321,535 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | Other | 0.08% | 6,311 | - | - | $320,599 |
| INVESCO S&P 500 REVENUE ETF | RWL | Other | 0.08% | 2,693 | -11 | -0.41% | $309,448 |
| CAPITAL ONE FINL CORP COM | COF | Financial Services | 0.08% | 1,673 | - | - | $305,205 |
| ISHARES GOLD TRUST | IAU | Other | 0.08% | 3,354 | +117 | +3.61% | $295,689 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 0.07% | 5,771 | -773 | -11.81% | $289,724 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | Other | 0.07% | 6,127 | - | - | $288,153 |
| PROSHARES ULTRA QQQ | QLD | Other | 0.07% | 4,672 | - | - | $284,992 |