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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
+2.75%
1 Year Est. Return
+20.13%
3 Year Est. Return
+41.09%
5 Year Est. Return
+34.31%
10 Year Est. Return
–
AUM
$841M
AUM Growth
+$20.3M
Cap. Flow
-$1.28M
Cap. Flow %
-0.15%
Top 10 Hldgs %
87.66%
Holding
57
New
3
Increased
22
Reduced
15
Closed
7

Top Buys

Rank Stock Value
1
EBI
The RBB Fund Trust Longview Advantage ETF
EBI
+$7.3M
2
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$4.29M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$2.11M
4
AVMU icon
Avantis Core Municipal Fixed Income ETF
AVMU
+$1.82M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.12M

Top Sells

Rank Stock Value
1
AVRE icon
Avantis Real Estate ETF
AVRE
+$13.2M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.61M
3
BND icon
Vanguard Total Bond Market
BND
+$762K
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$630K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$576K

Sector Composition

Rank Sector Weight
1 Technology 0.59%
2 Energy 0.34%
3 Financials 0.32%
4 Communication Services 0.13%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$1.03T
$1.27M 0.15%
2,020
-81
-4% -$50.3K
MSFT icon
27
Microsoft
MSFT
$3.71T
$1.18M 0.14%
2,447
+13
+0.5% +$6.51K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.18M 0.14%
2,346
+11
+0.5% +$5.47K
DFAX icon
29
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$791K 0.09%
24,167
– –
BRK.A icon
30
Berkshire Hathaway Class A
BRK.A
$1.12T
$755K 0.09%
1
– –
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.33T
$738K 0.09%
2,358
+18
+0.8% +$5.14K
LMT icon
32
Lockheed Martin
LMT
$136B
$737K 0.09%
1,523
– –
MRK icon
33
Merck
MRK
$318B
$582K 0.07%
5,530
+6
+0.1% +$563
SPEM icon
34
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$550K 0.07%
11,754
-248
-2% -$11.7K
DFSI
35
Dimensional International Sustainability Core 1 ETF
DFSI
$1.2B
$484K 0.06%
11,306
+6,413
+131% +$267K
IEFA icon
36
iShares Core MSCI EAFE ETF
IEFA
$196B
$475K 0.06%
5,314
– –
XOM icon
37
ExxonMobil
XOM
$634B
$471K 0.06%
3,914
+5
+0.1% +$580
AVUS icon
38
Avantis US Equity ETF
AVUS
$14.3B
$433K 0.05%
3,872
-77
-2% -$8.48K
LLY icon
39
Eli Lilly
LLY
$1.06T
$391K 0.05%
364
+2
+0.6% +$1.91K
PLBY icon
40
Playboy Inc
PLBY
$141M
$390K 0.05%
207,653
– –
DFSE
41
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$628M
$349K 0.04%
8,417
+1,832
+28% +$75.8K
TFC icon
42
Truist Financial
TFC
$64B
$308K 0.04%
6,262
+3
+0% +$138
DFAS icon
43
Dimensional US Small Cap ETF
DFAS
$15.8B
$297K 0.04%
4,269
– –
AMZN icon
44
Amazon
AMZN
$2.96T
$275K 0.03%
1,192
+96
+9% +$22K
COST icon
45
Costco
COST
$420B
$263K 0.03%
305
+1
+0.3% +$906
VGIT icon
46
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$249K 0.03%
+4,152
New +$250K
SPGI icon
47
S&P Global
SPGI
$120B
$244K 0.03%
467
+7
+2% +$3.46K
TD icon
48
Toronto Dominion Bank
TD
$200B
$226K 0.03%
+2,398
New +$202K
GOOG icon
49
Alphabet (Google) Class C
GOOG
$4.32T
$225K 0.03%
+718
New +$206K
NCMI icon
50
National CineMedia
NCMI
$378M
$157K 0.02%
40,365
– –
1
2
3

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Hill Investment Group Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Hill Investment Group Partners held 57 positions worth $841M, up 2.5% from $820M the previous quarter. Its ten largest holdings account for 88% of the portfolio.

Hill Investment Group Partners's Q4 2025 filing shows 3 new, 22 increased, 15 reduced and 7 closed positions. Its largest new stake was Vanguard Intermediate-Term Treasury ETF: 4,152 shares worth $249K. The largest sale was Avantis Real Estate ETF, an estimated $13.2M.

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

  • Hill Investment Group Partners's largest Q4 2025 buy was Vanguard Intermediate-Term Treasury ETF: 4,152 shares worth $249K.
  • Hill Investment Group Partners added most to The RBB Fund Trust Longview Advantage ETF in Q4 2025, an estimated $7.3M increase.
  • Hill Investment Group Partners's biggest Q4 2025 reduction was Avantis Real Estate ETF, cutting an estimated $13.2M.
  • Hill Investment Group Partners fully exited Vanguard Total Bond Market in Q4 2025, selling an estimated $762K.
  • Hill Investment Group Partners's ten largest holdings make up 88% of its $841M portfolio in Q4 2025.
  • Hill Investment Group Partners opened 3 new positions and closed 7 in Q4 2025.
  • Hill Investment Group Partners's portfolio value rose 2.5% quarter-over-quarter to $841M.

Based on Hill Investment Group Partners's 13F filing for Q4 2025, filed 17 Feb 2026.