We are live on ! Find out more
HIGP

Hill Investment Group Partners Portfolio holdings

AUM $906M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
+7.2%
1 Year Est. Return
+20.13%
3 Year Est. Return
+41.09%
5 Year Est. Return
+34.31%
10 Year Est. Return
–
AUM
$768M
AUM Growth
+$39.7M
Cap. Flow
-$10.9M
Cap. Flow %
-1.42%
Top 10 Hldgs %
87.24%
Holding
52
New
2
Increased
27
Reduced
16
Closed
1

Top Buys

Rank Stock Value
1
EBI
The RBB Fund Trust Longview Advantage ETF
EBI
+$18.8M
2
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.11M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.14M
4
DFSV
Dimensional US Small Cap Value ETF
DFSV
+$998K
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$785K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$11.7M
2
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$4.42M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.32M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.22M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$3.99M

Sector Composition

Rank Sector Weight
1 Technology 0.56%
2 Energy 0.36%
3 Financials 0.31%
4 Healthcare 0.09%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVSU icon
26
Avantis Responsible US Equity ETF
AVSU
$488M
$1.16M 0.15%
16,884
+3,108
+23% +$198K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.13M 0.15%
2,326
+31
+1% +$15.7K
BRK.A icon
28
Berkshire Hathaway Class A
BRK.A
$1.12T
$729K 0.09%
1
– –
DFAX icon
29
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$722K 0.09%
24,567
-364
-1% -$10K
BND icon
30
Vanguard Total Bond Market
BND
$158B
$720K 0.09%
9,777
+1,159
+13% +$84.3K
VTV icon
31
Vanguard Morningstar Value ETF
VTV
$191B
$597K 0.08%
3,379
+214
+7% +$36.1K
EFV icon
32
iShares MSCI EAFE Value ETF
EFV
$29.4B
$543K 0.07%
8,556
+113
+1% +$6.91K
SPEM icon
33
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$513K 0.07%
12,002
– –
IEFA icon
34
iShares Core MSCI EAFE ETF
IEFA
$196B
$454K 0.06%
5,433
-817
-13% -$64.8K
MRK icon
35
Merck
MRK
$318B
$437K 0.06%
5,524
+53
+1% +$4.21K
AVUS icon
36
Avantis US Equity ETF
AVUS
$14.4B
$423K 0.06%
4,194
+784
+23% +$73.4K
XOM icon
37
ExxonMobil
XOM
$634B
$421K 0.05%
3,910
-832
-18% -$88.9K
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$4.33T
$413K 0.05%
2,344
+150
+7% +$24.6K
AVMU icon
39
Avantis Core Municipal Fixed Income ETF
AVMU
$173M
$376K 0.05%
8,410
– –
DFAE icon
40
Dimensional Emerging Core Equity Market ETF
DFAE
$9.62B
$352K 0.05%
12,170
+761
+7% +$20.4K
COST icon
41
Costco
COST
$420B
$305K 0.04%
308
+12
+4% +$11.9K
TFC icon
42
Truist Financial
TFC
$64B
$288K 0.04%
6,691
+53
+0.8% +$2.07K
LLY icon
43
Eli Lilly
LLY
$1.06T
$279K 0.04%
358
+16
+5% +$12.4K
DFAS icon
44
Dimensional US Small Cap ETF
DFAS
$15.7B
$272K 0.04%
4,269
– –
DFSE
45
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$623M
$265K 0.03%
6,966
– –
DFAU icon
46
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$263K 0.03%
6,198
+377
+6% +$14.8K
NCMI icon
47
National CineMedia
NCMI
$378M
$260K 0.03%
53,737
+12,576
+31% +$68.2K
DFAI
48
Dimensional International Core Equity Market ETF
DFAI
$18B
$245K 0.03%
7,088
+484
+7% +$15.9K
SPGI icon
49
S&P Global
SPGI
$120B
$243K 0.03%
460
+5
+1% +$2.5K
AMZN icon
50
Amazon
AMZN
$2.96T
$239K 0.03%
+1,088
New +$215K
1
2
3

Similar funds

PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SWM
Stockman Wealth Management Billings, Montana $906M AUM 22.23% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BDP
Brehaut David Pascal $908M AUM

Hill Investment Group Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Hill Investment Group Partners held 52 positions worth $768M, up 5.5% from $728M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hill Investment Group Partners's Q2 2025 filing shows 2 new, 27 increased, 16 reduced and 1 closed positions. Its largest new stake was Vanguard S&P 500 ETF: 2,170 shares worth $1.23M. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $11.7M.

By sector, the portfolio is most concentrated in Technology at 0.56% of assets, up from 0.46% a quarter earlier, followed by Energy and Financials.

  • Hill Investment Group Partners's largest Q2 2025 buy was Vanguard S&P 500 ETF: 2,170 shares worth $1.23M.
  • Hill Investment Group Partners added most to The RBB Fund Trust Longview Advantage ETF in Q2 2025, an estimated $18.8M increase.
  • Hill Investment Group Partners's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $11.7M.
  • Hill Investment Group Partners fully exited Vanguard Real Estate ETF in Q2 2025, selling an estimated $211K.
  • Hill Investment Group Partners's ten largest holdings make up 87% of its $768M portfolio in Q2 2025.
  • Hill Investment Group Partners opened 2 new positions and closed 1 in Q2 2025.
  • Hill Investment Group Partners's portfolio value rose 5.5% quarter-over-quarter to $768M.

Based on Hill Investment Group Partners's 13F filing for Q2 2025, filed 12 Aug 2025.