Hill Investment Group Partners, LLC
CIK 1979028 · View on SEC EDGAR ↗
- Portfolio value
- $980.4M
- Positions
- 61
- As of
- June 30, 2026
#2,492 of 9,443 by 13F value · top 26.4%
Portfolio value QoQ: +8.3% 13F does not disclose cash
- Top 10 holdings weight
- 86.42%
- Top 25 holdings weight
- 97.86%
- Positions above 1%
- 15
- Effective number of positions
- 5.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.93% Est. buys $18,200,730 · sells $18,172,525
Median holding: 4.5 quarters Tracked Q4 2024–Q2 2026 · 62.2% still held
- New positions
- 12
- Increased
- 10
- Decreased
- 24
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
1.0%
Energy
0.3%
Financial Services
0.1%
Communication Services
0.1%
Industrials
0.1%
Healthcare
0.1%
Financials
0.1%
Retail
0.1%
Consumer Discretionary
0.0%
Other/Unmapped
98.1%
Full portfolio 61 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| EBI Longview Advantage ETF | $407,651,868 | 41.58% | 6,276,328 | $41,051,229 | Down ×1 | ||
| Unknown issuer (CUSIP: 75526L662) | $94,878,698 | 9.68% | 960,440 | $5,907,351 | Up ×1 | ||
| DFIC | $75,478,942 | 7.70% | 2,025,737 | $3,023,562 | Down ×1 | ||
| DFEM | $56,462,736 | 5.76% | 1,389,339 | $6,758,087 | Down ×2 | ||
| AVDV | $50,937,654 | 5.20% | 494,300 | $397,370 | Down ×6 | ||
| AVUV | $35,823,582 | 3.65% | 287,140 | $5,838,403 | Up ×3 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $35,409,278 | 3.61% | 660,685 | $-180,324 | Down ×2 | ||
| DFIP | $31,747,250 | 3.24% | 769,537 | $-1,262,657 | Down ×2 | ||
| DFIV | $31,288,350 | 3.19% | 579,199 | $-50,164 | Down ×6 | ||
| AVIG | $27,626,907 | 2.82% | 667,155 | $-3,181,365 | Down ×2 | ||
| DFAC | $20,426,243 | 2.08% | 460,465 | $1,165,163 | Down ×6 | ||
| AVRE | $17,312,733 | 1.77% | 365,402 | $171,200 | Down ×3 | ||
| AVEM | $15,331,922 | 1.56% | 158,896 | $1,922,443 | Down ×4 | ||
| DISV | $14,066,970 | 1.43% | 350,535 | $20,414 | Down ×4 | ||
| AVDE | $11,986,696 | 1.22% | 134,380 | $403,660 | Down ×4 | ||
| BSVO EA Bridgeway Omni Small-Cap Value ETF | $5,976,241 | 0.61% | 204,738 | $513,091 | Down ×6 | ||
| DFSV | $5,138,473 | 0.52% | 132,469 | $421,493 | Down ×1 | ||
| DFAT | $4,821,572 | 0.49% | 68,978 | $502,771 | Down ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $3,522,008 | 0.36% | 8,163 | Up ×1 | |||
| BSM Black Stone Minerals, L.P. Common units representing limited partner interests | $2,479,493 | 0.25% | 177,487 | $-204,110 | |||
| AAPL Apple Inc. - Common Stock | $2,372,173 | 0.24% | 8,198 | $740,557 | Up ×1 | ||
| AVSU | $2,362,510 | 0.24% | 26,689 | $387,086 | Down ×1 | ||
| BOXX | $2,324,237 | 0.24% | 19,850 | $15,880 | |||
| NVDA NVIDIA Corporation - Common Stock | $2,127,557 | 0.22% | 10,633 | $272,639 | Down ×2 | ||
| DFGR | $1,945,915 | 0.20% | 67,170 | $50,469 | Down ×4 | ||
| VOO | $1,768,536 | 0.18% | 2,575 | $541,766 | Up ×2 | ||
| BRKB | $1,163,907 | 0.12% | 2,326 | $49,288 | |||
| VUG | $1,111,206 | 0.11% | 12,900 | Up ×1 | |||
| DFCF | $1,061,370 | 0.11% | 25,145 | $-179,434 | Down ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $934,788 | 0.10% | 2,506 | $31,943 | Up ×1 | ||
| SF Stifel Financial Corporation Common Stock | $891,521 | 0.09% | 12,778 | Up ×1 | |||
| DFAX | $861,337 | 0.09% | 23,380 | $67,102 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $849,826 | 0.09% | 2,378 | $171,760 | Up ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $775,908 | 0.08% | 1,523 | $-144,578 | |||
| BRKA | $748,850 | 0.08% | 1 | $30,710 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $721,399 | 0.07% | 5,614 | $56,195 | Up ×1 | ||
| VTV | $599,237 | 0.06% | 2,750 | ||||
| SPEM | $591,328 | 0.06% | 11,420 | $39,948 | Down ×1 | ||
| DFSI | $560,142 | 0.06% | 12,420 | $40,360 | Up ×3 | ||
| VEA | $555,837 | 0.06% | 7,801 | Up ×1 | |||
| IREN IREN Limited - Ordinary Shares | $548,760 | 0.06% | 12,000 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $535,122 | 0.05% | 3,914 | $-128,927 | |||
| AVUS | $495,926 | 0.05% | 3,872 | $65,437 | |||
| QQQ Invesco QQQ Trust, Series 1 | $495,052 | 0.05% | 672 | Up ×1 | |||
| IEFA | $491,109 | 0.05% | 5,085 | $30,764 | |||
| DFSE | $456,290 | 0.05% | 9,335 | $51,998 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $442,590 | 0.05% | 369 | $103,195 | |||
| VIG | $412,902 | 0.04% | 1,745 | Up ×1 | |||
| VB | $410,728 | 0.04% | 1,355 | ||||
| DFAS | $351,515 | 0.04% | 4,269 | $47,857 | |||
| AVMU | $341,608 | 0.03% | 7,333 | $-43,541 | Down ×2 | ||
| TFC Truist Financial Corporation Common Stock | $311,973 | 0.03% | 6,262 | $24,109 | |||
| AMZN Amazon.com, Inc. - Common Stock | $306,982 | 0.03% | 1,288 | $59,974 | Up ×1 | ||
| VYM | $304,840 | 0.03% | 1,929 | Up ×1 | |||
| VTI | $298,028 | 0.03% | 805 | ||||
| GOOG Alphabet Inc. - Class C Capital Stock | $294,677 | 0.03% | 834 | $93,014 | Up ×1 | ||
| TD Toronto Dominion Bank (The) Common Stock | $291,189 | 0.03% | 2,398 | $67,432 | |||
| COST Costco Wholesale Corporation - Common Stock | $268,480 | 0.03% | 287 | $-35,431 | Down ×1 | ||
| PLBY Playboy, Inc. - Common Stock | $253,337 | 0.03% | 207,653 | $-62,296 | |||
| NCMI National CineMedia, Inc. - Common Stock | $222,585 | 0.02% | 58,575 | $43,931 | |||
| AVGE | $216,975 | 0.02% | 2,189 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| AVUV | $35,823,582 | 3.65% | up ×3 |
| DFSI | $560,142 | 0.06% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DELL | $3,522,008 | 8,163 | 0.36% |
| VUG | $1,111,206 | 12,900 | 0.11% |
| SF | $891,521 | 12,778 | 0.09% |
| VTV | $599,237 | 2,750 | 0.06% |
| VEA | $555,837 | 7,801 | 0.06% |
| IREN | $548,760 | 12,000 | 0.06% |
| QQQ | $495,052 | 672 | 0.05% |
| VIG | $412,902 | 1,745 | 0.04% |
| VB | $410,728 | 1,355 | 0.04% |
| VYM | $304,840 | 1,929 | 0.03% |
| VTI | $298,028 | 805 | 0.03% |
| AVGE | $216,975 | 2,189 | 0.02% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| DFUV | March 31, 2025 | 336,529 | $13,770,770 | No longer tracked |
| DFUS | March 31, 2025 | 137,116 | $8,741,171 | No longer tracked |
| MGY | March 31, 2025 | 267,685 | $6,258,475 | 11.9% |
| VTI | March 31, 2025 | 7,347 | $2,129,243 | No longer tracked |
| GOOG | March 31, 2025 | 4,083 | $777,567 | 117.0% |
| BND | Dec. 31, 2025 | 10,241 | $761,623 | |
| IWP | March 31, 2025 | 5,373 | $681,028 | No longer tracked |
| AMZN | March 31, 2025 | 2,888 | $633,598 | 35.5% |
| VTV | Dec. 31, 2025 | 3,378 | $629,908 | No longer tracked |
| EFV | Dec. 31, 2025 | 8,495 | $576,216 | No longer tracked |
| MDY | March 31, 2025 | 1,000 | $569,580 | No longer tracked |
| VGIT | March 31, 2025 | 8,793 | $510,003 | |
| IVV | March 31, 2025 | 845 | $497,435 | No longer tracked |
| JPM | March 31, 2025 | 2,036 | $488,050 | 44.9% |
| VO | March 31, 2025 | 1,757 | $464,076 | No longer tracked |
| VOE | March 31, 2025 | 2,753 | $445,353 | No longer tracked |
| META | March 31, 2025 | 743 | $435,034 | -4.8% |
| SPY | March 31, 2025 | 730 | $427,838 | No longer tracked |
| ITOT | March 31, 2025 | 3,140 | $403,867 | No longer tracked |
| DFAE | Dec. 31, 2025 | 11,978 | $377,666 | No longer tracked |
| PNC | March 31, 2025 | 1,886 | $363,715 | 38.8% |
| BKLC | March 31, 2025 | 3,115 | $349,067 | No longer tracked |
| AVGO | March 31, 2025 | 1,492 | $345,905 | 122.6% |
| GDDY | March 31, 2025 | 1,607 | $317,174 | -46.8% |
| UNP | March 31, 2025 | 1,249 | $284,822 | 29.6% |
| HD | March 31, 2025 | 732 | $284,741 | -8.4% |
| DFAU | Dec. 31, 2025 | 6,119 | $280,005 | No longer tracked |
| WMB | March 31, 2025 | 5,173 | $279,963 | 19.6% |
| IWB | March 31, 2025 | 869 | $279,957 | No longer tracked |
| TDG | March 31, 2025 | 215 | $272,465 | -13.5% |
| MA | March 31, 2025 | 512 | $269,604 | 4.9% |
| IJR | March 31, 2025 | 2,333 | $268,808 | No longer tracked |
| ORCL | March 31, 2025 | 1,571 | $261,791 | 4.8% |
| MFC | March 31, 2025 | 8,477 | $260,329 | 37.5% |
| DFAI | Dec. 31, 2025 | 7,031 | $255,577 | No longer tracked |
| VGIT | March 31, 2026 | 4,152 | $248,829 | |
| SPGI | March 31, 2026 | 467 | $244,050 | 2.0% |
| WMT | March 31, 2025 | 2,613 | $236,085 | 17.5% |
| PG | March 31, 2025 | 1,395 | $233,872 | -15.9% |
| VB | Sept. 30, 2025 | 914 | $216,600 | No longer tracked |
| NOC | June 30, 2026 | 314 | $214,223 | 9.8% |
| VNQ | June 30, 2025 | 2,334 | $211,320 | No longer tracked |
| DFUV | Dec. 31, 2025 | 4,713 | $210,624 | No longer tracked |
| CSCO | March 31, 2025 | 3,516 | $208,147 | 79.9% |