CIK: 0001979028
Total reported value
$905.6M
Reporting period: 2026-03-31 · Number of holdings: 50
Hill Investment Group Partners, LLC disclosed 50 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $905.6M and a quarterly turnover rate of 19.9%.
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Hill Investment Group Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.194 — mathematically equivalent to about 5 equally-sized positions, well below its 50 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.98), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim AVIG
-46.5% -$27.3M
Trim DFGX
-30.4% -$15.7M
Trim EBI
+1.8% $14.5M
Trim AVRE
-12.0% -$2.1M
Trim DFCF
-68.7% -$2.8M
Trim DFIC
+0.4% $2.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EBI | Longview Advantage ETF | ETF-Other | 40.48% | -1.40% | +1.82% | |
| 2 | LVIG | Longview Advntg Fxd Incm ETF | ETF-Other | 9.82% | +9.82% | NEW | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 8.00% | -0.33% | +0.41% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.58% | -0.11% | -0.57% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.49% | -0.23% | -0.95% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.93% | -2.17% | -30.35% | |
| 7 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.65% | -0.32% | -1.42% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.46% | -0.10% | -1.06% | |
| 9 | AVIG | Avantis Core Fixed Income | ETF-Other | 3.40% | -3.51% | -46.46% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.31% | +0.23% | +7.00% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.13% | -0.30% | -3.94% | |
| 12 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.89% | -0.40% | -11.98% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 1.55% | -0.07% | -0.55% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.48% | -0.05% | -0.46% | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 1.28% | -0.07% | -0.87% | |
| 16 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.60% | — | -0.19% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.52% | -0.01% | +0.07% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 0.48% | -0.01% | — | |
| 19 | BSM | Black Stone Minerals LP | Stock-Other | 0.30% | +0.02% | — | |
| 20 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.25% | -0.18% | -36.66% | |
| 21 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.22% | — | +12.83% | |
| 22 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.21% | -0.07% | -18.52% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.04% | -0.19% | |
| 24 | AAPL | Apple INC | Stock-Tech | 0.18% | -0.03% | — | |
| 25 | DFCF | Dimensional Core Fixed INC | ETF-Other | 0.14% | -0.34% | -68.67% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.01% | +1.63% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | -0.02% | -0.85% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.10% | +0.01% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | -0.04% | -0.33% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.09% | — | -3.26% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | -0.01% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | -0.02% | — | |
| 33 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.07% | — | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | +0.01% | — | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.06% | — | — | |
| 36 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.06% | — | +8.43% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.05% | -0.01% | -4.31% | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.05% | — | — | |
| 39 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.04% | — | +13.37% | |
| 40 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.04% | -0.23% | -82.67% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | -0.01% | +1.37% | |
| 42 | PLBY | Playboy INC | Stock-Other | 0.03% | -0.02% | — | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.03% | — | — | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.03% | -0.01% | — | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.03% | -0.01% | — | |
| 46 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.03% | — | -0.50% | |
| 47 | TD | Toronto-dominion Bank | Stock-Financials | 0.02% | — | — | |
| 48 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.02% | +0.02% | NEW | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | -0.01% | -2.09% | |
| 50 | NCMI | National Cinemedia INC | Stock-Other | 0.02% | — | +45.11% |
Performance for Q3 2026
+3.3%
Performance Last 4 Quarters
+25.1%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 50 | $905.6M | 20 | |
| 2025-12-31 | 50 | $840.6M | 7 | |
| 2025-09-30 | 54 | $820.3M | 16 | |
| 2025-06-30 | 51 | $767.9M | 0 | |
| 2025-03-31 | 50 | $728.2M | 0 | |
| 2024-12-31 | 80 | $746.2M | 0 | |
| 2024-09-30 | 70 | $718.9M | 0 | |
| 2024-06-30 | 71 | $742.7M | 0 | |
| 2024-03-31 | 69 | $708.2M | 0 | |
| 2023-12-31 | 68 | $679.4M | 0 | |
| 2023-09-30 | 65 | $601.6M | 0 | |
| 2023-06-30 | 60 | $555.0M | 0 | |
| 2023-03-31 | 56 | $508.5M | 0 | |
| 2022-12-31 | 54 | $413.3M | 0 | |
| 2022-09-30 | 41 | $347.1M | 0 | |
| 2022-06-30 | 41 | $358.4M | 0 | |
| 2022-03-31 | 34 | $305.4M | 0 | |
| 2021-12-31 | 31 | $171.1M | 0 | |
| 2021-09-30 | 29 | $154.6M | 0 | |
| 2021-06-30 | 26 | $120.9M | — |
Hill Investment Group Partners, LLC's most significant position changes for 2026-03-31: New buy: Longview Advntg Fxd Incm ETF (LVIG); Sold out: Vanguard Intermediate-term T (VGIT); Sold out: S&p Global INC (SPGI); New buy: Northrop Grumman CORP (NOC); Trim: Avantis Core Fixed Income (AVIG) — shares -46.46%.
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-05 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-18 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
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