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HIGP

Hill Investment Group Partners Portfolio holdings

AUM $906M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
+2.44%
1 Year Est. Return
+20.13%
3 Year Est. Return
+41.09%
5 Year Est. Return
+34.31%
10 Year Est. Return
–
AUM
$906M
AUM Growth
+$64.9M
Cap. Flow
+$43.7M
Cap. Flow %
4.82%
Top 10 Hldgs %
87.13%
Holding
52
New
2
Increased
10
Reduced
23
Closed
2

Top Buys

Rank Stock Value
1
LVIG
Longview Advantage Fixed Income ETF
LVIG
+$88.8M
2
EBI
The RBB Fund Trust Longview Advantage ETF
EBI
+$6.68M
3
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$299K
5
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$235K

Top Sells

Rank Stock Value
1
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$27M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$15.7M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.75M
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$2.4M
5
AVMU icon
Avantis Core Municipal Fixed Income ETF
AVMU
+$1.87M

Sector Composition

Rank Sector Weight
1 Technology 0.48%
2 Energy 0.37%
3 Financials 0.26%
4 Industrials 0.13%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBI
1
The RBB Fund Trust Longview Advantage ETF
EBI
$675M
$367M 40.48%
6,335,885
+113,254
+2% +$6.68M
LVIG
2
Longview Advantage Fixed Income ETF
LVIG
$107M
$89M 9.82%
+900,889
New +$88.8M
DFIC icon
3
Dimensional International Core Equity 2 ETF
DFIC
$14.8B
$72.5M 8%
2,039,273
+8,227
+0.4% +$299K
AVDV icon
4
Avantis International Small Cap Value ETF
AVDV
$19B
$50.5M 5.58%
506,111
-2,904
-0.6% -$296K
DFEM icon
5
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.81B
$49.7M 5.49%
1,438,629
-13,863
-1% -$492K
DFGX icon
6
Dimensional International Core Fixed Income ETF
DFGX
$1.7B
$35.6M 3.93%
678,537
-295,733
-30% -$15.7M
DFIP icon
7
Dimensional Inflation-Protected Securities ETF
DFIP
$1.11B
$33M 3.65%
791,225
-11,383
-1% -$477K
DFIV icon
8
Dimensional International Value ETF
DFIV
$21.3B
$31.3M 3.46%
593,757
-6,332
-1% -$336K
AVIG icon
9
Avantis Core Fixed Income ETF
AVIG
$1.95B
$30.8M 3.4%
741,653
-643,493
-46% -$27M
AVUV icon
10
Avantis US Small Cap Value ETF
AVUV
$30.3B
$30M 3.31%
271,433
+17,765
+7% +$1.96M
DFAC icon
11
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$19.3M 2.13%
495,653
-20,307
-4% -$818K
AVRE icon
12
Avantis Real Estate ETF
AVRE
$872M
$17.1M 1.89%
389,403
-53,014
-12% -$2.4M
DISV icon
13
Dimensional International Small Cap Value ETF
DISV
$4.95B
$14M 1.55%
356,150
-1,970
-0.6% -$79.7K
AVEM icon
14
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
$13.4M 1.48%
166,412
-763
-0.5% -$63.4K
AVDE icon
15
Avantis International Equity ETF
AVDE
$18.2B
$11.6M 1.28%
136,528
-1,199
-0.9% -$104K
BSVO icon
16
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.42B
$5.46M 0.6%
215,339
-402
-0.2% -$10.2K
DFSV
17
Dimensional US Small Cap Value ETF
DFSV
$8.19B
$4.72M 0.52%
134,617
+96
+0.1% +$3.39K
DFAT icon
18
Dimensional US Targeted Value ETF
DFAT
$14.6B
$4.32M 0.48%
69,156
– –
BSM icon
19
Black Stone Minerals
BSM
$3.18B
$2.68M 0.3%
177,487
– –
BOXX icon
20
Alpha Architect 1-3 Month Box ETF
BOXX
$13.1B
$2.31M 0.25%
19,850
-11,491
-37% -$1.33M
AVSU icon
21
Avantis Responsible US Equity ETF
AVSU
$472M
$1.98M 0.22%
26,722
+3,038
+13% +$235K
DFGR icon
22
Dimensional Global Real Estate ETF
DFGR
$3.85B
$1.9M 0.21%
71,311
-16,204
-19% -$444K
NVDA icon
23
NVIDIA
NVDA
$4.86T
$1.85M 0.2%
10,636
-20
-0.2% -$3.67K
AAPL icon
24
Apple
AAPL
$4.54T
$1.63M 0.18%
6,429
– –
DFCF icon
25
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$1.24M 0.14%
29,389
-64,423
-69% -$2.75M
1
2 3

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Hill Investment Group Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Hill Investment Group Partners held 52 positions worth $906M, up 7.7% from $841M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hill Investment Group Partners deployed $43.7M of net new capital in Q1 2026, opening 2 new positions and adding to 10 existing holdings. Its largest new stake was Longview Advantage Fixed Income ETF: 900,889 shares worth $89M.

By sector, the portfolio is most concentrated in Technology at 0.48% of assets, down from 0.59% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was Avantis Core Fixed Income ETF, an estimated $27M trimmed.

  • Hill Investment Group Partners's largest Q1 2026 buy was Longview Advantage Fixed Income ETF: 900,889 shares worth $89M.
  • Hill Investment Group Partners added most to The RBB Fund Trust Longview Advantage ETF in Q1 2026, an estimated $6.68M increase.
  • Hill Investment Group Partners's biggest Q1 2026 reduction was Avantis Core Fixed Income ETF, cutting an estimated $27M.
  • Hill Investment Group Partners fully exited Vanguard Intermediate-Term Treasury ETF in Q1 2026, selling an estimated $249K.
  • Hill Investment Group Partners's ten largest holdings make up 87% of its $906M portfolio in Q1 2026.
  • Hill Investment Group Partners opened 2 new positions and closed 2 in Q1 2026.
  • Hill Investment Group Partners's portfolio value rose 7.7% quarter-over-quarter to $906M.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.