Hilltop Partners LLC
Hilltop Partners LLC, also doing business as Hilltop Wealth & Tax Solutions, is an SEC-registered investment adviser headquartered in Granger, Indiana. The firm specializes in providing customized investment advisory and financial planning services primarily for retail investors, covering a broad range of security types and financial solutions. Hilltop Partners LLC offers both discretionary and non-discretionary investment management, aiming to support clients' financial goals through personalized strategies. As of 2025, the firm manages over $293 million in assets and serves individuals seeking comprehensive wealth and tax guidance.
Investment Strategy
Hilltop Partners LLC provides tailored investment advisory and financial planning services. The firm manages portfolios across a wide range of securities, including equities, fixed income, mutual funds, ETFs, and options. Hilltop typically acts with discretionary authority, allowing it to buy and sell securities on clients' behalf without prior consent, guided by the clients' financial objectives and risk tolerance. They do not advise on proprietary products and focus on transparent, client-centric solutions.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONE | VANGUARD RUSSELL 1000 ETF | 20.94% | $69.3M | 246,576 | $224.00 | $280.86 | +$22.9M |
D DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 11.97% | $39.6M | 904,743 | $41.04 | $43.75 | -$1.1M |
V VTV | VANGUARD VALUE ETF | 8.69% | $28.7M | 162,619 | $161.11 | $176.74 | +$10.4M |
S SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | 3.83% | $12.7M | 132,770 | $75.97 | $95.32 | -$11.0M |
S SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | 3.68% | $12.2M | 510,629 | $22.94 | $23.80 | -$8.4M |