Lexington Hill Partners, LLC Q4 2025 Filing

Filed February 19, 2026

Portfolio Value

$133.0M

Holdings

67

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (67 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
62,738$21.0M15.82%
2
VTEBVANGUARD MUN BD FDS
395,788$19.9M14.97%
3
IVVISHARES TR
13,162$9.0M6.78%
4
BNDVANGUARD BD INDEX FDS
117,094$8.7M6.52%
5
SPYSPDR S&P 500 ETF TR
11,789$8.0M6.04%
6
VEAVANGUARD TAX-MANAGED FDS
123,771$7.7M5.81%
7
AAPLAPPLE INC
19,612$5.3M4.01%
8
RSPINVESCO EXCHANGE TRADED FD T
18,098$3.5M2.61%
9
USMVISHARES TR
34,820$3.3M2.46%
10
IWMISHARES TR
9,922$2.4M1.84%
11
EFAISHARES TR
24,715$2.4M1.78%
12
AQLTISHARES TR
23,557$2.1M1.58%
13
VOOVANGUARD INDEX FDS
3,323$2.1M1.57%
14
AMZNAMAZON COM INC
8,719$2.0M1.51%
15
DFACDIMENSIONAL ETF TRUST
49,667$2.0M1.48%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
3,665$1.8M1.39%
17
GQ9SPDR GOLD TR
4,421$1.8M1.32%
18
XOMEXXON MOBIL CORP
14,304$1.7M1.29%
19
PLTRPALANTIR TECHNOLOGIES INC
9,006$1.6M1.20%
20
VWOVANGUARD INTL EQUITY INDEX F
27,250$1.5M1.10%
21
SCHDSCHWAB STRATEGIC TR
53,099$1.5M1.09%
22
DFAUDIMENSIONAL ETF TRUST
29,074$1.4M1.02%
23
EEMISHARES TR
24,306$1.3M1.00%
24
IEMGISHARES INC
16,835$1.1M0.85%
25
GDXVANECK ETF TRUST
13,040$1.1M0.84%
26
VOVANGUARD INDEX FDS
3,803$1.1M0.83%
27
GSGOLDMAN SACHS GROUP INC
1,236$1.1M0.82%
28
MSFTMICROSOFT CORP
1,987$961K0.72%
29
VNQVANGUARD INDEX FDS
10,401$920K0.69%
30
JPMJPMORGAN CHASE & CO.
2,698$869K0.65%
31
EFAVISHARES TR
9,635$830K0.62%
32
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754K0.57%
33
HYGISHARES TR
8,333$671K0.50%
34
SHYISHARES TR
7,995$662K0.50%
35
IDEVISHARES TR
7,720$636K0.48%
36
WIPSPDR SERIES TRUST
14,341$564K0.42%
37
WFCWELLS FARGO CO NEW
5,783$538K0.40%
38
NVDANVIDIA CORPORATION
2,800$522K0.39%
39
DFAIDIMENSIONAL ETF TRUST
13,002$495K0.37%
40
GOOGALPHABET INC
1,519$476K0.36%
41
LMTLOCKHEED MARTIN CORP
963$465K0.35%
42
LLYELI LILLY & CO
417$447K0.34%
43
VYMVANGUARD WHITEHALL FDS
3,050$437K0.33%
44
PEPPEPSICO INC
2,924$419K0.32%
45
EMBISHARES TR
4,342$418K0.31%
46
HTHHILLTOP HOLDINGS INC
10,426$353K0.27%
47
RWXSPDR INDEX SHS FDS
12,349$345K0.26%
48
CATCATERPILLAR INC
580$332K0.25%
49
QUALISHARES TR
1,596$316K0.24%
50
BABOEING CO
1,426$309K0.23%
51
RTXRTX CORPORATION
1,683$308K0.23%
52
BILSPDR SERIES TRUST
3,248$296K0.22%
53
IJHISHARES TR
4,230$279K0.21%
54
HDHOME DEPOT INC
795$273K0.21%
55
VBRVANGUARD INDEX FDS
1,219$258K0.19%
56
BACBANK AMERICA CORP
4,624$254K0.19%
57
VBVANGUARD INDEX FDS
972$250K0.19%
58
TFCTRUIST FINL CORP
4,952$243K0.18%
59
VBKVANGUARD INDEX FDS
766$231K0.17%
60
ABBVABBVIE INC
1,015$231K0.17%
61
CHICALAMOS CONV OPPORTUNITIES &
21,939$229K0.17%
62
MAMASTERCARD INCORPORATED
401$228K0.17%
63
JEPIJ P MORGAN EXCHANGE TRADED F
3,965$226K0.17%
64
WMTWALMART INC
2,007$223K0.17%
65
FDXFEDEX CORP
736$212K0.16%
66
BLNDBLEND LABS INC
13,694$41K0.03%
67
KOSKOSMOS ENERGY LTD
20,000$18K0.01%