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CIK: 0001979028
Total reported value
$980.4M
$980.4M
51 檔
52.3%
According to the latest 13F quarterly dataset, Hill Investment Group Partners, LLC managed an equity portfolio of $980.4M at the end of Q2 2025, spanning 51 distinct U.S. exchange-listed positions.
During Q2 2025, Hill Investment Group Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EBI | Longview Advantage ETF | ETF-Other | 39.91% | +1.10% | +7.06% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 8.29% | -0.30% | -6.71% | |
| 3 | AVIG | Avantis Core Fixed Income | ETF-Other | 6.56% | -0.58% | -2.03% | |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.34% | -0.32% | +0.27% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.63% | +0.27% | -9.53% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.35% | -0.38% | -9.43% | |
| 7 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.35% | -0.41% | +1.07% | |
| 8 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.24% | -0.12% | -4.21% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.41% | -0.27% | -5.20% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.17% | -0.05% | -34.13% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.97% | +0.34% | -14.99% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 1.57% | -0.12% | +6.27% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.51% | +0.08% | +24.71% | |
| 14 | AVDE | Avantis International Equity | ETF-Other | 1.35% | -0.06% | +5.44% | |
| 15 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.59% | +0.01% | -8.92% | |
| 16 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.52% | -0.03% | -3.05% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.51% | — | +36.72% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 0.50% | +0.01% | -5.94% | |
| 19 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.36% | -0.01% | -61.67% | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.31% | -0.01% | +50.06% | |
| 21 | BSM | Black Stone Minerals LP | Stock-Other | 0.30% | -0.05% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.02% | +6.78% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.06% | +6.68% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.04% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | — | +4.83% | |
| 26 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.15% | +0.02% | +22.56% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | +1.35% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.09% | — | — | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.09% | — | -1.46% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | — | +13.45% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | +0.06% | NEW | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.07% | — | +1.34% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.07% | — | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.06% | — | -13.07% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.06% | — | +0.97% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.06% | — | +22.99% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.02% | -17.55% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | +0.02% | +6.84% | |
| 39 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.05% | -0.01% | — | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.05% | — | +6.67% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.04% | — | +4.05% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.04% | — | +0.80% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | +0.01% | +4.68% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.04% | +0.01% | — | |
| 45 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.03% | +0.01% | — | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.03% | — | +6.48% | |
| 47 | NCMI | National Cinemedia Inc | Stock-Other | 0.03% | — | +30.55% | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.03% | — | +7.33% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.03% | — | +1.10% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | — |
According to official SEC Form 13F filings, Hill Investment Group Partners, LLC reported a total U.S. public equity portfolio value of $980.4M across 51 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EBI, DFIC, AVIG) accounted for 52.3% of total reported equity market value during Q2 2025.
During Q2 2025, Hill Investment Group Partners, LLC's top holdings by market value included EBI (39.9%)、DFIC (8.3%)、AVIG (6.6%). The largest single position, EBI, represented 39.9% of total portfolio value.
In Q2 2025, Hill Investment Group Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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