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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
VOO icon
26
Vanguard S&P 500 ETF
VOO
$1.03T
$1.77M 0.18%
2,575
+522
+25% +$348K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.16M 0.12%
2,326
– –
VUG icon
28
Vanguard Morningstar Growth ETF
VUG
$224B
$1.11M 0.11%
+12,900
New +$1.09M
DFCF icon
29
Dimensional Core Fixed Income ETF
DFCF
$11.2B
$1.06M 0.11%
25,145
-4,244
-14% -$179K
MSFT icon
30
Microsoft
MSFT
$3.64T
$935K 0.1%
2,506
+67
+3% +$27.1K
SF
31
Stifel
SF
$11.4B
$892K 0.09%
+12,778
New +$953K
DFAX icon
32
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$861K 0.09%
23,380
– –
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.19T
$850K 0.09%
2,378
+20
+0.8% +$7.2K
LMT icon
34
Lockheed Martin
LMT
$124B
$776K 0.08%
1,523
– –
BRK.A icon
35
Berkshire Hathaway Class A
BRK.A
$1.11T
$749K 0.08%
1
– –
MRK icon
36
Merck
MRK
$358B
$721K 0.07%
5,614
+84
+2% +$9.83K
VTV icon
37
Vanguard Morningstar Value ETF
VTV
$189B
$599K 0.06%
+2,750
New +$574K
SPEM icon
38
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$591K 0.06%
11,420
-334
-3% -$17.1K
DFSI
39
Dimensional International Sustainability Core 1 ETF
DFSI
$1.17B
$560K 0.06%
12,420
+161
+1% +$7.24K
VEA icon
40
Vanguard FTSE Developed Markets ETF
VEA
$233B
$556K 0.06%
+7,801
New +$543K
IREN icon
41
Iris Energy
IREN
$16.8B
$549K 0.06%
+12,000
New +$624K
XOM icon
42
ExxonMobil
XOM
$672B
$535K 0.05%
3,914
– –
AVUS icon
43
Avantis US Equity ETF
AVUS
$14.3B
$496K 0.05%
3,872
– –
QQQ icon
44
Invesco QQQ Trust
QQQ
$474B
$495K 0.05%
+672
New +$462K
IEFA icon
45
iShares Core MSCI EAFE ETF
IEFA
$192B
$491K 0.05%
5,085
– –
DFSE
46
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$638M
$456K 0.05%
9,335
-207
-2% -$9.9K
LLY icon
47
Eli Lilly
LLY
$1.01T
$443K 0.05%
369
– –
VIG icon
48
Vanguard Dividend Appreciation ETF
VIG
$110B
$413K 0.04%
+1,745
New +$401K
VB icon
49
Vanguard Morningstar Small-Cap ETF
VB
$78B
$411K 0.04%
+1,355
New +$388K
DFAS icon
50
Dimensional US Small Cap ETF
DFAS
$15.1B
$352K 0.04%
4,269
– –
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.