Hilltop Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Hilltop Partners LLC held in its portfolio 127 assets valued at $388,015,790 (i.e. $388.02M).
The most valuable assets in the portfolio included: VANGUARD RUSSELL 1000 ETF ($76.80M), VANGUARD VALUE ETF ($32.57M), and XTRACKERS MSCI EAFE HEDGED EQUITY ETF ($29.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 127 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hilltop Partners LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD RUSSELL 1000 ETF | 248504 | 76797540 | VNG RUS1000IDX |
| VANGUARD VALUE ETF | 170508 | 32565328 | VALUE ETF |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 609370 | 29316797 | XTRACK MSCI EAFE |
| ISHARES CORE S&P MID-CAP ETF | 304672 | 20108319 | CORE S&P MCP ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 142661 | 15221952 | PRTFLO S&P500 GW |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 549959 | 13017526 | PORTFLI HIGH YLD |
| APPLE INC COM | 34626 | 9413432 | COM |
| ISHARES US & INTL HIGH YIELD CORP BOND ETF | 196093 | 9045754 | US INTL HGH YLD |
| ISHARES CONVERTIBLE BOND ETF | 91754 | 9037763 | CONV BD ETF |
| STATE STREET BLACKSTONE SENIOR LOAN ETF | 218856 | 9032181 | BLACKSTONE SENR |
| VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 133486 | 9000977 | EM MK GOV BD ETF |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 175673 | 8488523 | TOTAL INT BD ETF |
| EXXON MOBIL CORP COM | 56232 | 6766991 | COM |
| NVIDIA CORPORATION COM | 33820 | 6307498 | COM |
| MICROSOFT CORP COM | 12631 | 6108594 | COM |
| ELI LILLY & CO COM | 5507 | 5918596 | COM |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 98986 | 4660247 | MORTG-BACK SEC |
| BROADCOM INC COM | 12897 | 4463502 | COM |
| ALPHABET INC CAP STK CL A | 14148 | 4428365 | CAP STK CL A |
| AMAZON COM INC COM | 19171 | 4424969 | COM |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 175530 | 4402295 | INTRM TRM TRES |
| JPMORGAN CHASE & CO COM | 13002 | 4189589 | COM |
| META PLATFORMS INC CL A | 6152 | 4060578 | CL A |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 127038 | 4002967 | SCHWAB FDT US SC |
| JOHNSON & JOHNSON COM | 19196 | 3972663 | COM |
| VISA INC COM CL A | 11137 | 3905883 | COM CL A |
| MASTERCARD INCORPORATED CL A | 6826 | 3897033 | CL A |
| PROCTER & GAMBLE CO COM | 26675 | 3822852 | COM |
| TESLA INC COM | 7376 | 3317145 | COM |
| NETFLIX INC. COM | 29753 | 2789619 | COM |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 5475 | 2751931 | CL B NEW |
| ORACLE CORP COM | 14111 | 2750421 | COM |
| WALMART INC COM | 23997 | 2673508 | COM |
| COSTCO WHOLESALE CORPORATION COM | 2819 | 2431058 | COM |
| EATON CORP PLC SHS | 7322 | 2332130 | SHS |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 21745 | 2047480 | MSCI USA MIN VOL |
| AMERIPRISE FINL INC COM | 3512 | 1722258 | COM |
| CISCO SYS INC COM | 21167 | 1630481 | COM |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 48069 | 1625230 | PORTFOLIO INTRMD |
| WP CAREY INC COM | 23709 | 1525883 | COM |
| AMPHENOL CORP CL A | 10370 | 1401441 | CL A |
| MERCK & CO INC COM | 12454 | 1310884 | COM |
| COCA COLA CO COM | 18472 | 1291386 | COM |
| HONEYWELL INTL INC COM | 6464 | 1261109 | COM |
| EMERSON ELEC CO COM | 9444 | 1253430 | COM |
| TJX COS INC NEW COM | 8090 | 1242769 | COM |
| EOG RES INC COM | 10982 | 1153249 | COM |
| VANGUARD TAX-EXEMPT BOND ETF | 22368 | 1124908 | TAX EXEMPT BD |
| LENNAR CORP CL A | 9909 | 1018678 | CL A |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 11903 | 1007477 | CORE MSCI TOTAL |
| SCHWAB U.S. MID-CAP ETF | 32508 | 977509 | US MID-CAP ETF |
| COMERICA INC COM | 11069 | 962228 | COM |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 10686 | 941223 | US LARGECAP DIVD |
| STATE STREET SPDR S&P 500 ETF | 1283 | 875173 | TR UNIT |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 19188 | 873224 | S&P500 EQL TEC |
| ABBVIE INC COM | 3622 | 827539 | COM |
| SCHWAB U.S. SMALL-CAP ETF | 28127 | 801056 | US SML CAP ETF |
| INTERNATIONAL BUSINESS MACHS COM | 2703 | 800802 | COM |
| PHILIP MORRIS INTL INC COM | 4902 | 786281 | COM |
| ISHARES U.S. TECHNOLOGY ETF | 3715 | 741796 | U.S. TECH ETF |
| JABIL INC COM | 3115 | 710234 | COM |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 24070 | 694169 | PORTFLI INTRMDIT |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 4627 | 688058 | CORE S&P TTL STK |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 6219 | 663553 | SHRT NAT MUN ETF |
| MCDONALDS CORP COM | 2152 | 657862 | COM |
| VANGUARD TOTAL STOCK MARKET ETF | 1946 | 652446 | TOTAL STK MKT |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 7314 | 630803 | MSCI EAFE MIN VL |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | 12064 | 577262 | ESG AWR US AGRGT |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 12252 | 573533 | PORTFOLIO EMG MK |
| ISHARES ESG MSCI KLD 400 ETF | 4342 | 559380 | MSCI KLD400 SOC |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 5555 | 554834 | CORE US AGGBD ET |
| WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | 10686 | 551447 | ITL HIGH DIV FD |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 8891 | 479047 | ISHS 5-10YR INVT |
| ISHARES CORE S&P 500 ETF | 678 | 464389 | CORE S&P500 ETF |
| SAIA INC COM | 1370 | 447332 | COM |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 5445 | 434131 | SHRT TRM CORP BD |
| VANGUARD INFORMATION TECHNOLOGY ETF | 575 | 433354 | INF TECH ETF |
| ABBOTT LABS COM | 3365 | 421644 | COM |
| ARISTA NETWORKS INC COM SHS | 3193 | 418379 | COM |
| CAPITAL ONE FINL CORP COM | 1673 | 405468 | COM |
| BECTON DICKINSON & CO COM | 2045 | 396873 | COM |
| AT&T INC COM | 15876 | 394351 | COM |
| ISHARES MSCI ITALY ETF | 7029 | 381886 | MSCI ITALY ETF |
| COHERENT CORP COM | 2064 | 380952 | COM |
| ALTRIA GROUP INC COM | 6542 | 377195 | COM |
| GE AEROSPACE COM NEW | 1196 | 368294 | COM NEW |
| ISHARES ESG AWARE MSCI EAFE ETF | 3735 | 355135 | ESG AW MSCI EAFE |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | 2866 | 340338 | MSCI GBL MIN VOL |
| CATERPILLAR INC COM | 591 | 338316 | COM |
| PROSHARES ULTRA QQQ | 4672 | 328956 | PSHS ULTRA QQQ |
| LOWES COS INC COM | 1363 | 328701 | COM |
| STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | 12799 | 319218 | NUVEEN BLOOMBERG |
| INVESCO S&P 500 REVENUE ETF | 2704 | 309601 | S&P 500 REVENUE |
| ELEVANCE HEALTH INC FORMERLY A COM | 869 | 304698 | COM |
| ISHARES MSCI GERMANY ETF | 7100 | 301750 | MSCI GERMANY ETF |
| NISOURCE INC COM | 7157 | 298876 | COM |
| DTE ENERGY CO COM | 2304 | 297170 | COM |
| SHOPIFY INC CL A SUB VTG SHS | 1776 | 285883 | CLA SUB VTG SHS |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 6127 | 282332 | SHS |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 6311 | 279830 | SHS |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 10245 | 273326 | MULTISECTOR BD |
| FORD MTR CO COM | 20457 | 268396 | COM |
| VERIZON COMMUNICATIONS INC COM | 6544 | 266533 | COM |
| STRYKER CORPORATION COM | 756 | 265794 | COM |
| UBER TECHNOLOGIES INC COM | 3218 | 262943 | COM |
| ISHARES GOLD TRUST | 3237 | 262747 | ISHARES NEW |
| PALANTIR TECHNOLOGIES INC CL A | 1471 | 261470 | CL A |
| INVESCO QQQ TRUST SERIES I | 412 | 253400 | TR UNIT |
| CHEVRON CORPORATION COM | 1645 | 250736 | COM |
| WEC ENERGY GROUP INC COM | 2370 | 249940 | COM |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1672 | 240648 | TECHNOLOGY |
| HOME DEPOT INC COM | 694 | 238800 | COM |
| PROLOGIS INC. COM | 1853 | 236554 | COM |
| NUVEEN ESG LARGE-CAP VALUE ETF | 5162 | 232548 | NUVEEN ESG LRGVL |
| ISHARES RUSSELL MIDCAP ETF | 2388 | 229863 | RUS MID CAP ETF |
| EDISON INTL COM | 3791 | 227536 | COM |
| VANGUARD S&P 500 ETF | 358 | 224682 | S&P 500 ETF SHS |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 2219 | 217018 | NUVEEN ESG LRGCP |
| WOODWARD INC COM | 700 | 211624 | COM |
| ISHARES CORE S&P SMALL CAP ETF | 1741 | 209233 | CORE S&P SCP ETF |
| ALPHABET INC CAP STK CL C | 654 | 205363 | CAP STK CL C |
| VANGUARD RUSSELL 1000 GROWTH ETF | 1664 | 202620 | VNG RUS1000GRW |
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | 6024 | 201503 | US SMALLCAP DIVD |
| CALAMOS CONV OPPORTUNITIES & I SH BEN INT | 18305 | 191836 | SH BEN INT |
| NETLIST INC COM | 10621 | 9441 | COM |
| HIGHLANDS REIT INC COM | 16014 | 4964 | COM |
| ENZOLYTICS INC COM | 1905655 | 572 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.