MondegarAI
Hilltop Partners LLC

Q2 2025 · 13F-HR

Hilltop Partners LLCholdings as filed

Filed 2025-08-25 · accession 0001104659-25-082246

$330.7M
Reported value
119
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Hilltop Partners LLC · Q2 2025

AI · grounded in 13F

Hilltop Partners LLC established a new position in the Vanguard Russell 1000 ETF VONE valued at $69.3M. The fund also initiated new stakes in the Xtrackers MSCI EAFE Hedged Equity ETF DBEF for $39.6M and the Vanguard Value ETF VTV for $28.7M. Other new additions include the SPDR Portfolio S&P 500 Growth ETF SPYG and the SPDR Portfolio High Yield Bond ETF SPHY.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C730VONEVANGUARD RUSSELL 1000 ETF$69.3M20.9%246,576CommonNONE
233051200DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF$39.6M12.0%904,743CommonNONE
922908744VTVVANGUARD VALUE ETF$28.7M8.69%162,619CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF$12.7M3.83%132,770CommonNONE
78468R606SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF$12.2M3.68%510,629CommonNONE
46435G102ICVTISHARES CONVERTIBLE BOND ETF$8.3M2.50%91,793CommonNONE
464286178GHYGISHARES US & INTL HIGH YIELD CORP BOND ETF$8.3M2.50%178,408CommonNONE
78467V608SRLNSPDR BLACKSTONE SENIOR LOAN ETF$8.2M2.48%197,482CommonNONE
921946885VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF$8.2M2.48%125,526CommonNONE
92203J407BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$7.9M2.39%159,427CommonNONE
037833100AAPLAPPLE INC COM$7.3M2.20%35,399CommonNONE
464287507IJHISHARES CORE S&P MID-CAP ETF$5.3M1.61%85,675CommonNONE
67066G104NVDANVIDIA CORPORATION COM$4.8M1.45%30,450CommonNONE
594918104MSFTMICROSOFT CORP COM$4.7M1.43%9,475CommonNONE
808524854SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF$4.4M1.33%175,852CommonNONE
92206C771VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF$4.4M1.32%94,408CommonNONE
808524763FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF$3.7M1.12%129,366CommonNONE
30231G102XOMEXXON MOBIL CORP COM$3.6M1.08%33,176CommonNONE
023135106AMZNAMAZON COM INC COM$3.4M1.03%15,507CommonNONE
11135F101AVGOBROADCOM INC COM$3.2M0.96%11,458CommonNONE
30303M102METAMETA PLATFORMS INC CL A$3.1M0.95%4,266CommonNONE
02079K305GOOGLALPHABET INC CAP STK CL A$2.8M0.85%15,935CommonNONE
478160104JNJJOHNSON & JOHNSON COM$2.7M0.80%17,419CommonNONE
57636Q104MAMASTERCARD INCORPORATED CL A$2.7M0.80%4,724CommonNONE
46625H100JPMJPMORGAN CHASE & CO. COM$2.7M0.80%9,141CommonNONE
G29183103ETNEATON CORP PLC SHS$2.6M0.80%7,393CommonNONE
92826C839VVISA INC COM CL A$2.6M0.80%7,410CommonNONE
742718109PGPROCTER AND GAMBLE CO COM$2.5M0.75%15,532CommonNONE
88160R101TSLATESLA INC COM$2.2M0.67%6,927CommonNONE
64110L106NFLXNETFLIX INC COM$2.2M0.67%1,643CommonNONE
46429B697USMVISHARES MSCI USA MIN VOL FACTOR ETF$2.2M0.66%23,131CommonNONE
68389X105ORCLORACLE CORP COM$2.1M0.64%9,624CommonNONE
532457108LLYELI LILLY & CO COM$1.8M0.55%2,330CommonNONE
922907746VTEBVANGUARD TAX-EXEMPT BOND ETF$1.7M0.53%35,592CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$1.7M0.52%3,535CommonNONE
931142103WMTWALMART INC COM$1.7M0.51%17,403CommonNONE
03076C106AMPAMERIPRISE FINL INC COM$1.6M0.50%3,077CommonNONE
92936U109WPCWP CAREY INC COM$1.6M0.50%26,247CommonNONE
78464A375SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$1.6M0.47%46,578CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW COM$1.5M0.45%1,488CommonNONE
17275R102CSCOCISCO SYS INC COM$1.4M0.42%19,994CommonNONE
438516106HONHONEYWELL INTL INC COM$1.2M0.35%4,962CommonNONE
291011104EMREMERSON ELEC CO COM$1.2M0.35%8,659CommonNONE
032095101APHAMPHENOL CORP NEW CL A$1.1M0.34%11,378CommonNONE
191216100KOCOCA COLA CO COM$1.1M0.32%14,853CommonNONE
58933Y105MRKMERCK & CO INC COM$1.0M0.31%13,128CommonNONE
26875P101EOGEOG RES INC COM$1.0M0.31%8,559CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC COM$1.0M0.31%3,281CommonNONE
872540109TJXTJX COS INC NEW COM$983,0040.30%7,960CommonNONE
46432F834IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF$969,6990.29%12,543CommonNONE
526057104LENLENNAR CORP CL A$930,9980.28%8,417CommonNONE
808524508SCHMSCHWAB U.S. MID-CAP ETF$923,3360.28%32,918CommonNONE
718172109PMPHILIP MORRIS INTL INC COM$893,5300.27%4,906CommonNONE
97717W307DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND$877,7480.27%10,686CommonNONE
808524607SCHASCHWAB U.S. SMALL-CAP ETF$843,5530.26%33,342CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$823,6700.25%1,333CommonNONE
46137V282RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF$816,9590.25%20,033CommonNONE
78463X509SPEMSPDR PORTFOLIO EMERGING MARKETS ETF$731,9150.22%17,125CommonNONE
466313103JBLJABIL INC COM$719,6690.22%3,300CommonNONE
46429B689EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF$707,2520.21%8,414CommonNONE
97717W802DTHWISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND$698,1560.21%15,068CommonNONE
00287Y109ABBVABBVIE INC COM$664,7790.20%3,581CommonNONE
464288158SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF$661,1560.20%6,217CommonNONE
464287721IYWISHARES U.S. TECHNOLOGY ETF$643,6580.19%3,715CommonNONE
464287150ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$623,9250.19%4,620CommonNONE
464287226AGGISHARES CORE U.S. AGGREGATE BOND ETF$620,5720.19%6,256CommonNONE
78464A672SPTISPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF$618,8320.19%21,510CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$609,8350.18%2,006CommonNONE
580135101MCDMCDONALDS CORP COM$581,1300.18%1,989CommonNONE
46435U549EAGGISHARES ESG AWARE US AGGREGATE BOND ETF$547,2800.17%11,512CommonNONE
464288570DSIISHARES ESG MSCI KLD 400 ETF$520,9780.16%4,485CommonNONE
464288638IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$493,7850.15%9,266CommonNONE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$456,0930.14%5,737CommonNONE
002824100ABTABBOTT LABS COM$452,9210.14%3,330CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$447,6690.14%721CommonNONE
46435G516ESGDISHARES ESG AWARE MSCI EAFE ETF$384,4980.12%4,310CommonNONE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$381,8450.12%576CommonNONE
78709Y105SAIASAIA INC COM$375,3660.11%1,370CommonNONE
78464A284HYMBSPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF$375,3250.11%15,146CommonNONE
02209S103MOALTRIA GROUP INC COM$365,3240.11%6,231CommonNONE
14040H105COFCAPITAL ONE FINL CORP COM$355,9470.11%1,673CommonNONE
97717W604DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND$344,7550.10%10,855CommonNONE
464286525ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF$341,0070.10%2,876CommonNONE
036752103ELVELEVANCE HEALTH INC COM$338,0060.10%869CommonNONE
46434G830EWIISHARES MSCI ITALY ETF$332,9360.10%6,916CommonNONE
040413205ANETARISTA NETWORKS INC COM SHS$326,8800.10%3,195CommonNONE
369604301GEGE AEROSPACE COM NEW$307,5260.09%1,195CommonNONE
233331107DTEDTE ENERGY CO COM$305,1880.09%2,304CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$303,9940.09%2,230CommonNONE
548661107LOWLOWES COS INC COM$302,4090.09%1,363CommonNONE
863667101SYKSTRYKER CORPORATION COM$294,0090.09%743CommonNONE
464286806EWGISHARES MSCI GERMANY ETF$289,7390.09%6,848CommonNONE
46138G698RWLINVESCO S&P 500 REVENUE ETF$284,0620.09%2,724CommonNONE
65473P105NINISOURCE INC COM$278,0230.08%6,892CommonNONE
74347R206QLDPROSHARES ULTRA QQQ$274,9710.08%2,336CommonNONE
33734H106FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND$273,8770.08%6,127CommonNONE
90353T100UBERUBER TECHNOLOGIES INC COM$269,9170.08%2,893CommonNONE
166764100CVXCHEVRON CORP NEW COM$265,0900.08%1,851CommonNONE
92939U106WECWEC ENERGY GROUP INC COM$264,5640.08%2,539CommonNONE
336917109FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND$255,4490.08%6,101CommonNONE
00206R102TAT&T INC COM$254,0170.08%8,777CommonNONE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$244,7910.07%819CommonNONE
46090E103QQQINVESCO QQQ TRUST SERIES I$237,2970.07%430CommonNONE
67092P300NULVNUVEEN ESG LARGE-CAP VALUE ETF$236,6520.07%5,646CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$233,4770.07%792CommonNONE
921937827BSVVANGUARD SHORT-TERM BOND ETF$232,3160.07%2,952CommonNONE
149123101CATCATERPILLAR INC COM$225,2350.07%580CommonNONE
437076102HDHOME DEPOT INC COM$223,0910.07%608CommonNONE
464287499IWRISHARES RUSSELL MIDCAP ETF$219,5780.07%2,387CommonNONE
345370860FFORD MTR CO COM$216,7630.07%19,978CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC COM$209,1580.06%4,834CommonNONE
67092P201NULGNUVEEN ESG LARGE-CAP GROWTH ETF$205,9380.06%2,192CommonNONE
464287556IBBISHARES BIOTECHNOLOGY ETF$201,5250.06%1,593CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ETF$200,4380.06%1,834CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES & I SH BEN INT$192,5690.06%18,305CommonNONE
462726100I8RIROBOT CORP COM$32,3830.01%10,346CommonNONE
64118P109NLSTNETLIST INC COM$7,7020.00%10,946CommonNONE
294112107ENZCENZOLYTICS INC COM$1,3680.00%1,953,775CommonNONE
29272H300ENDVENDONOVO THERAPEUTICS INC COM$30.00%20,228CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.