Fund HoldingsHilltop Partners LLC

Total Portfolio Value
$389.67M
Total Bought
$30.80M
Total Sold
$21.60M
Net Transaction
+$9.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
XTRACKERS MSCI EAFE HEDGED EQUITY ETF609,370924,359+314,98929,31745,66311.72%+16,347
EXXON MOBIL CORP COM56,23250,149-6,0836,7678,5082.18%+1,741
AMAZON COM INC COM(AMZN)19,17126,509+7,3384,4255,5211.42%+1,096
FIFTH THIRD BANCORP COM(FITB)022,733+22,73301,0560.27%+1,056
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
175,673187,003+11,3308,4898,9852.31%+497
EATON VANCE FLOATING RATE IN026,282+26,28204760.12%+476
ISHARES CONVERTIBLE BOND ETF
CONV BD ETF
093,308+93,30809,4982.44%+9,498
JOHNSON & JOHNSON COM(JNJ)19,19618,093-1,1033,9734,4231.13%+450
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
ST PORT HIGH ETF
549,959575,544+25,58513,01813,4223.44%+404
VANGUARD VALUE ETF170,508167,908-2,60032,56532,9438.45%+378
STATE STREET BLACKSTONE SENIOR LOAN ETF
ST STR BL LN ETF
218,856232,547+13,6919,0329,3342.40%+302
EATON CORP PLC SHS(ETN)07,322+7,32202,6190.67%+2,619
WALMART INC COM(WMT)23,99723,597-4002,6742,9330.75%+259
PROCTER & GAMBLE CO COM(PG)26,67528,239+1,5643,8234,0791.05%+256
COSTCO WHOLESALE CORPORATION COM(COST)2,8192,693-1262,4312,6830.69%+252
BP PLC SPONSORED ADR(BP)04,470+4,47002100.05%+210
MICRON TECHNOLOGY INC COM(MU)0610+61002060.05%+206
EOG RES INC COM(EOG)10,9829,390-1,5921,1531,3580.35%+204
FREEPORT MCMORAN INC CL B(FCX)03,471+3,47102040.05%+204
CARDINAL HEALTH INC COM(CAH)0952+95202010.05%+201
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
98,986102,955+3,9694,6604,8341.24%+173
TJX COS INC NEW COM(TJX)8,0908,721+6311,2431,3930.36%+150
NETFLIX INC. COM(NFLX)29,75330,465+7122,7902,9290.75%+140
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF133,486139,073+5,5879,0019,1362.34%+135
CHEVRON CORPORATION COM(CVX)01,852+1,85203830.10%+383
JABIL INC COM(JBL)3,1153,165+507108410.22%+130
ISHARES US & INTL HIGH YIELD CORP BOND ETF196,093203,018+6,9259,0469,1582.35%+112
COHERENT CORP COM(COHR)2,0642,06403814920.13%+111
SCHWAB INTERMEDIATE-TERM US TREASURY ETF0180,339+180,33904,4921.15%+4,492
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
10,24513,733+3,4882733600.09%+86
AT&T INC COM(T)15,87616,555+6793944800.12%+86
CATERPILLAR INC COM(CAT)59159103384180.11%+80
ALTRIA GROUP INC COM(MO)06,593+6,59304350.11%+435
MERCK & CO INC COM(MRK)12,45411,335-1,1191,3111,3640.35%+53
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
3,7354,259+5243554070.10%+52
EDISON INTL COM(EIX)3,7913,79102282770.07%+50
HONEYWELL INTL INC COM(HON)6,4645,789-6751,2611,3090.34%+47
BERKSHIRE HATHAWAY INC DEL CL B NEW5,4755,839+3642,7522,7980.72%+46
COCA COLA CO COM(KO)18,47217,529-9431,2911,3330.34%+42
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND6,3116,31102803210.08%+41
DTE ENERGY CO COM(DTB)02,304+2,30403370.09%+337
WOODWARD INC COM(WWD)70070002122510.06%+39
ISHARES MSCI EAFE MIN VOL FACTOR ETF
MSCI EAFE MIN VL
7,3147,31406316680.17%+37
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
48,06949,476+1,4071,6251,6590.43%+34
SAIA INC COM(SAIA)1,3701,37004474810.12%+34
ISHARES GOLD TRUST(IAU)3,2373,354+1172632960.08%+33
ISHARES CORE S&P SMALL CAP ETF1,7411,940+1992092410.06%+32
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND(WT)10,68610,68605515780.15%+27
WEC ENERGY GROUP INC COM(WEC)02,370+2,37002740.07%+274
PHILIP MORRIS INTL INC COM(PM)04,902+4,90208100.21%+810
VERIZON COMMUNICATIONS INC COM(VZ)6,5445,771-7732672900.07%+23
NISOURCE INC COM(NI)06,892+6,89203220.08%+322
ARISTA NETWORKS INC COM SHS(ANET)03,559+3,55904370.11%+437
MCDONALDS CORP COM(MCD)2,1522,176+246586760.17%+18
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND(WT)6,0246,02402022170.06%+15
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)10,68610,68609419550.24%+13
SCHWAB U.S. SMALL-CAP ETF28,12727,849-2788018100.21%+9
ISHARES ESG AWARE US AGGREGATE BOND ETF
ESG AWR US AGRGT
012,319+12,31905860.15%+586
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
11,90311,717-1861,0071,0150.26%+8
NETLIST INC COM(NLST)10,62110,605-169170.00%+7
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
6,1276,12702822880.07%+6
CALAMOS CONV OPPORTUNITIES & I SH BEN INT(CHI)18,30518,30501921970.05%+5
PROLOGIS INC. COM(PLD)1,8531,810-432372390.06%+3
ISHARES RUSSELL MIDCAP ETF2,3882,389+12302320.06%+2
ENZOLYTICS INC COM1,905,6551,905,6550110.00%0
HIGHLANDS REIT INC COM16,01416,0140550.00%0
INVESCO S&P 500 REVENUE ETF
S&P 500 REVENUE
2,7042,693-113103090.08%-0
INVESCO QQQ TRUST SERIES I412436+242532510.06%-2
NUVEEN ESG LARGE-CAP VALUE ETF
NUVEEN ESG LRGVL
05,030+5,03002290.06%+229
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF2,8662,816-503403370.09%-4
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
05,407+5,40704290.11%+429
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
7,0297,02903823750.10%-6
LOWES COS INC COM(LOW)01,363+1,36303220.08%+322
SCHWAB U.S. MID-CAP ETF32,50831,311-1,1979789690.25%-8
VANGUARD S&P 500 ETF358362+42252160.06%-9
ISHARES CORE S&P 500 ETF678696+184644550.12%-10
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
011,915+11,91505590.14%+559
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
575600+254334190.11%-15
NUVEEN ESG LARGE-CAP GROWTH ETF
NUVEEN ESG LRGCP
2,2192,21902172020.05%-15
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
ST INTER ETF
24,07023,689-3816946790.17%-15
GE AEROSPACE COM NEW(GE)1,1961,242+463683530.09%-16
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
19,18818,897-2918738550.22%-18
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF08,655+8,65504610.12%+461
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF0122,841+122,84103,9841.02%+3,984
PALANTIR TECHNOLOGIES INC CL A(PLTR)01,641+1,64102400.06%+240
HOME DEPOT INC COM(HD)0655+65502150.06%+215
STRYKER CORPORATION COM(SYK)756735-212662420.06%-24
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF6,2195,998-2216646390.16%-25
ABBVIE INC COM(ABBV)3,6223,688+668288020.21%-26
VANGUARD TOTAL STOCK MARKET ETF1,9461,949+36526250.16%-27
FORD MTR CO COM(F)20,45720,769+3122682400.06%-29
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4,6274,62706886590.17%-29
STATE STREET SPDR S&P 500 ETF(SPY)1,2831,301+188758460.22%-29
ISHARES MSCI GERMANY ETF7,1006,848-2523022720.07%-30
CISCO SYS INC COM(CSCO)21,16720,605-5621,6301,5990.41%-32
WP CAREY INC COM(WPC)021,930+21,93001,4900.38%+1,490
ISHARES ESG MSCI KLD 400 ETF4,3424,319-235595230.13%-36
ELEVANCE HEALTH INC FORMERLY A COM(ELV)869914+453052680.07%-37
BROADCOM INC COM(AVGO)12,89714,279+1,3824,4644,4201.13%-44
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
4,6724,67203292850.07%-44
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