DOSSIER · 13F-HR · Q1 2026

Hilton Head Capital Partners, LLC

Hilton Head's family office based in San Francisco, CA $177M in tracked AUM across 989 positions as of Q1 2026.

HH
Hilton Head·San Francisco, CA·Family Office
CIK 0002109913 · last filed Mar 31, 2026
Total AUM
$177M
13.2%
vs prior
Holdings
989
positions
Whale Score
42
42
tracked
Activity
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Hilton Head Capital Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
$16M269K9.1%
02
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
$5M99K2.7%
03
BUFR
FT VEST LADDERED BUFFER ETF
$5M140K2.7%
04
SCHD
SCHWAB US DIVIDEND EQUITY ETF
$4M123K2.1%
05
LLY
ELI LILLY & COMPANY
$4M4K2.1%
06
AMZN
AMAZON COM INCORPORATED
$4M17K2.0%
07
NVDA
NVIDIA CORPORATION
$3M19K1.9%
08
MSFT
MICROSOFT CORPORATION
$3M9K1.8%
09
AAPL
APPLE INCORPORATED
$3M12K1.7%
10
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
$3M31K1.6%

Filing history

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