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CIK: 0001909798
Total reported value
$480.8M
$480.8M
93 檔
58.3%
As reported in its official Q2 2026 Form 13F filing, Hill Island Financial LLC's tracked investment portfolio stood at $480.8M with 93 total positions.
Hill Island Financial LLC executed strategic sector rebalancing during Q2 2026, establishing 12 new positions while fully exiting 3 holdings and trimming 43 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EBI | Longview Advantage ETF | ETF-Other | 15.37% | +0.62% | -4.05% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.31% | -0.49% | +0.02% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 14.01% | -2.97% | +0.77% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 9.06% | +0.62% | +3.87% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.10% | -3.23% | -2.02% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.09% | -1.76% | +1.83% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.62% | -1.11% | — | |
| 8 | CAOS | Alpha Architect Tail Risk | ETF-Other | 2.73% | +0.01% | +5.77% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.48% | -0.08% | -2.57% | |
| 10 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.96% | +0.05% | +5.01% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.73% | -0.10% | -6.47% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.60% | -0.37% | +484.77% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.59% | +2.01% | +4.33% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.48% | -0.14% | -5.07% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.24% | -5.02% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.12% | -0.49% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.11% | -0.09% | -1.76% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | -0.01% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.36% | +8.46% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | -0.05% | -6.86% | |
| 21 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.58% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | -0.02% | -2.19% | |
| 23 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.42% | -0.03% | -91.66% | |
| 24 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.41% | -0.10% | +29.95% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.38% | -0.01% | — | |
| 26 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.37% | -0.02% | — | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | -0.03% | +0.11% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | — | -2.34% | |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.31% | -0.06% | +24.49% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | — | +0.07% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.28% | — | -0.02% | |
| 32 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.26% | -0.01% | -2.56% | |
| 33 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.26% | -0.02% | +4.68% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.26% | -0.02% | -8.61% | |
| 35 | FITB | Fifth Third Bancorp | Stock-Financials | 0.25% | -0.03% | -0.31% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.25% | +0.01% | +0.74% | |
| 37 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.25% | +0.03% | — | |
| 38 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.22% | -0.02% | +5.51% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.22% | -0.02% | — | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.21% | -0.02% | +17.91% | |
| 41 | QQMG | Invesco Esg Nasdaq 100 | ETF-Tech | 0.20% | -0.10% | +20.39% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.19% | -0.01% | +2.65% | |
| 43 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.19% | -0.01% | -0.24% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.17% | -0.01% | +6.13% | |
| 45 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.16% | -0.02% | +20.09% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | +0.01% | -0.10% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.02% | +3.27% | |
| 48 | PRVS | Parnassus Value Select ETF | ETF-Other | 0.14% | -0.05% | +31.86% | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.12% | -0.01% | -22.41% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | — | -3.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVLV | Avantis US Large Cap Value | +4.6% | NEW | New buy |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | -2.02% | Trim |
| 3 | AVSD | Avantis Reps Intern Equi ETF | +0.3% | NEW | New buy |
| 4 | DFAU | Dimensional US Core Equity M | +0.2% | +0.77% | Add |
| 5 | DFAS | Dimensional US Small Cap ETF | +0.2% | +1.83% | Add |
| 6 | MU | Micron Technology Inc | +0.2% | -8.61% | Trim |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +0.02% | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | +0.74% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -5.07% | Trim |
| 10 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | +29.95% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 12 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | +24.49% | Add |
| 14 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 15 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 16 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 17 | FLEX | Flex Ltd. | +0.1% | NEW | New buy |
| 18 | XLK | Ss Technology Select Sector | +0.1% | +0.07% | Add |
| 19 | INTC | Intel CORP | +0.1% | -22.41% | Trim |
| 20 | QQMG | Invesco Esg Nasdaq 100 | +0.1% | +20.39% | Add |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -1.76% | Trim |
| 22 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 23 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | NEW | New buy |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | -0.08% | Trim |
| 25 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 26 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 27 | PRVS | Parnassus Value Select ETF | 0% | +31.86% | Add |
| 28 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 29 | ESML | Ishares Esg Aware Msci USA S | 0% | +20.09% | Add |
| 30 | VUG | Vanguard Growth ETF | 0% | +484.77% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | -2.19% | Trim |
| 32 | AVGO | Broadcom Inc | 0% | +0.11% | Add |
| 33 | VGT | Vanguard Info Tech ETF | 0% | +700.00% | Add |
| 34 | CAT | Caterpillar Inc | 0% | -0.31% | Trim |
| 35 | NVDA | Nvidia CORP | 0% | -0.49% | Trim |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -6.86% | Trim |
| 38 | DFSE | Dimensional Em Sus Core1 ETF | 0% | — | Unchanged |
| 39 | FITB | Fifth Third Bancorp | 0% | -0.31% | Trim |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +17.91% | Add |
| 41 | NET | Cloudflare Inc - Class A | 0% | -0.24% | Trim |
| 42 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 43 | LLY | Eli Lilly & Co | 0% | -3.11% | Trim |
| 44 | V | Visa Inc-class A Shares | 0% | +13.22% | Add |
| 45 | AMZN | Amazon.com Inc | — | -2.34% | Trim |
| 46 | IWF | Ishares Russell 1000 Growth | — | +300.00% | Add |
| 47 | HBAN | Huntington Bancshares Inc | — | -0.85% | Trim |
| 48 | VWO | Vanguard Ftse Emerging Marke | — | -0.67% | Trim |
| 49 | BAC | Bank Of America CORP | — | -0.12% | Trim |
| 50 | SCHV | Schwab US Large-cap Value | — | — | Unchanged |
According to official SEC Form 13F filings, Hill Island Financial LLC reported a total U.S. public equity portfolio value of $480.8M across 93 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, VOO, DFAU) accounted for 58.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
AVLV
市值: $21.7M
Top Position Liquidated / Trimmed
CMF
前期市值: $384.4K
During Q2 2026, Hill Island Financial LLC's top holdings by market value included EBI (15.4%)、VOO (15.3%)、DFAU (14.0%). The largest single position, EBI, represented 15.4% of total portfolio value.
In Q2 2026, Hill Island Financial LLC made 87 total portfolio adjustments, initiating 12 new buys, adding to 29 positions, trimming 43 holdings, and fully liquidating 3 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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