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HIGP

Hill Investment Group Partners Portfolio holdings

AUM $980M
1-Year Est. Return 22.33%
This Fund
S&P 500
This Quarter Est. Return
+9.17%
1 Year Est. Return
+22.33%
3 Year Est. Return
+50.63%
5 Year Est. Return
+45.3%
10 Year Est. Return
–
AUM
$980M
AUM Growth
+$74.9M
Cap. Flow
-$1.02M
Cap. Flow %
-0.1%
Top 10 Hldgs %
86.42%
Holding
62
New
12
Increased
10
Reduced
24
Closed
1

Top Buys

Rank Stock Value
1
LVIG
Longview Advantage Fixed Income ETF
LVIG
+$5.88M
2
DELL icon
Dell
DELL
+$2.36M
3
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.87M
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.09M
5
SF
Stifel
SF
+$953K

Top Sells

Rank Stock Value
1
EBI
The RBB Fund Trust Longview Advantage ETF
EBI
+$3.75M
2
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.09M
3
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.94M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.51M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.26M

Sector Composition

Rank Sector Weight
1 Miscellaneous 97.95%
2 Technology 0.91%
3 Financials 0.4%
4 Energy 0.31%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBI
1
The RBB Fund Trust Longview Advantage ETF
EBI
$684M
$408M 41.58%
6,276,328
-59,557
-0.9% -$3.75M
LVIG
2
Longview Advantage Fixed Income ETF
LVIG
$109M
$94.9M 9.68%
960,440
+59,551
+7% +$5.88M
DFIC icon
3
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
$75.5M 7.7%
2,025,737
-13,536
-0.7% -$508K
DFEM icon
4
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.4B
$56.5M 5.76%
1,389,339
-49,290
-3% -$1.94M
AVDV icon
5
Avantis International Small Cap Value ETF
AVDV
$20.3B
$50.9M 5.2%
494,300
-11,811
-2% -$1.26M
AVUV icon
6
Avantis US Small Cap Value ETF
AVUV
$30.9B
$35.8M 3.65%
287,140
+15,707
+6% +$1.87M
DFGX icon
7
Dimensional International Core Fixed Income ETF
DFGX
$1.77B
$35.4M 3.61%
660,685
-17,852
-3% -$946K
DFIP icon
8
Dimensional Inflation-Protected Securities ETF
DFIP
$1.12B
$31.7M 3.24%
769,537
-21,688
-3% -$908K
DFIV icon
9
Dimensional International Value ETF
DFIV
$22.1B
$31.3M 3.19%
579,199
-14,558
-2% -$800K
AVIG icon
10
Avantis Core Fixed Income ETF
AVIG
$1.96B
$27.6M 2.82%
667,155
-74,498
-10% -$3.09M
DFAC icon
11
Dimensional US Core Equity 2 ETF
DFAC
$48.2B
$20.4M 2.08%
460,465
-35,188
-7% -$1.51M
AVRE icon
12
Avantis Real Estate ETF
AVRE
$855M
$17.3M 1.77%
365,402
-24,001
-6% -$1.13M
AVEM icon
13
Avantis Emerging Markets Equity ETF
AVEM
$27.9B
$15.3M 1.56%
158,896
-7,516
-5% -$693K
DISV icon
14
Dimensional International Small Cap Value ETF
DISV
$5.2B
$14.1M 1.43%
350,535
-5,615
-2% -$233K
AVDE icon
15
Avantis International Equity ETF
AVDE
$18.9B
$12M 1.22%
134,380
-2,148
-2% -$193K
BSVO icon
16
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.42B
$5.98M 0.61%
204,738
-10,601
-5% -$292K
DFSV
17
Dimensional US Small Cap Value ETF
DFSV
$8.24B
$5.14M 0.52%
132,469
-2,148
-2% -$80.3K
DFAT icon
18
Dimensional US Targeted Value ETF
DFAT
$14.2B
$4.82M 0.49%
68,978
-178
-0.3% -$11.9K
DELL icon
19
Dell
DELL
$358B
$3.52M 0.36%
+8,163
New +$2.36M
BSM icon
20
Black Stone Minerals
BSM
$3.14B
$2.48M 0.25%
177,487
– –
AAPL icon
21
Apple
AAPL
$4.85T
$2.37M 0.24%
8,198
+1,769
+28% +$506K
AVSU icon
22
Avantis Responsible US Equity ETF
AVSU
$479M
$2.36M 0.24%
26,689
-33
-0.1% -$2.76K
BOXX icon
23
Alpha Architect 1-3 Month Box ETF
BOXX
$14.8B
$2.32M 0.24%
19,850
– –
NVDA icon
24
NVIDIA
NVDA
$5.17T
$2.13M 0.22%
10,633
-3
-0% -$617
DFGR icon
25
Dimensional Global Real Estate ETF
DFGR
$3.72B
$1.95M 0.2%
67,170
-4,141
-6% -$119K
1
2 3

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Hill Investment Group Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Hill Investment Group Partners held 62 positions worth $980M, up 8.3% from $906M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Hill Investment Group Partners's Q2 2026 filing shows 12 new, 10 increased, 24 reduced and 1 closed positions. Its largest new stake was Dell: 8,163 shares worth $3.52M. The largest sale was The RBB Fund Trust Longview Advantage ETF, an estimated $3.75M.

By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, down from 98% a quarter earlier, followed by Technology and Financials.

  • Hill Investment Group Partners's largest Q2 2026 buy was Dell: 8,163 shares worth $3.52M.
  • Hill Investment Group Partners added most to Longview Advantage Fixed Income ETF in Q2 2026, an estimated $5.88M increase.
  • Hill Investment Group Partners's biggest Q2 2026 reduction was The RBB Fund Trust Longview Advantage ETF, cutting an estimated $3.75M.
  • Hill Investment Group Partners fully exited Northrop Grumman in Q2 2026, selling an estimated $214K.
  • Hill Investment Group Partners's ten largest holdings make up 86% of its $980M portfolio in Q2 2026.
  • Hill Investment Group Partners opened 12 new positions and closed 1 in Q2 2026.
  • Hill Investment Group Partners's portfolio value rose 8.3% quarter-over-quarter to $980M.

Based on Hill Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.