Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

Q2 2026 13F · SEC CIK 1979028

Hill Investment Group Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$980.4M
Reported positions
61
Top holdings a year, 3 yrs
+14.6%
Assets under management
$1.3B

Hill Investment Group Partners, LLC is a wealth manager that reported 61 positions worth $980.4M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Rbb Fund Trust (EBI, 41.6%), Rbb Fund Trust (LVIG, 9.7%), Dimensional ETF Trust (DFIC, 7.7%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 20.4% for the S&P 500.

Hill Investment Group Partners, LLC holdings largest 50 of 61 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hill Investment Group Partners, LLC 13F holdings
Stock% of 13F valueShare changeReported value
EBIRbb Fund Trust41.6%-0.9%$407.7M
LVIGRbb Fund Trust9.7%+6.6%$94.9M
DFICDimensional ETF Trust7.7%-0.7%$75.5M
DFEMDimensional ETF Trust5.8%-3.4%$56.5M
AVDVAmerican Centy ETF Tr5.2%-2.3%$50.9M
AVUVAmerican Centy ETF Tr3.7%+5.8%$35.8M
DFGXDimensional Global ex US Core Fixed Inco3.6%-2.6%$35.4M
DFIPDimensional ETF Trust3.2%-2.7%$31.7M
DFIVDimensional ETF Trust3.2%-2.5%$31.3M
AVIGAmerican Centy ETF Tr2.8%-10.0%$27.6M
DFACDimensional ETF Trust2.1%-7.1%$20.4M
AVREAvantis Real Estate ETF1.8%-6.2%$17.3M
AVEMAmerican Centy ETF Tr1.6%-4.5%$15.3M
DISVDimensional ETF Trust1.4%-1.6%$14.1M
AVDEAvantis International Equity ETF1.2%-1.6%$12.0M
BSVOEa Series Trust0.6%-4.9%$6.0M
DFSVDimensional US Small Cap0.5%-1.6%$5.1M
DFATDimensional ETF Trust0.5%-0.3%$4.8M
DELLDell Technologies Inc0.4%—$3.5M
BSMBlack Stone Minerals L P0.3%+0.0%$2.5M
AAPLApple Inc0.2%+27.5%$2.4M
AVSUAvantis Responsible U.S. Equity ETF0.2%-0.1%$2.4M
BOXXEa Series Trust0.2%+0.0%$2.3M
NVDANvidia Corporation0.2%-0.0%$2.1M
DFGRDimensional ETF Trust0.2%-5.8%$1.9M
VOOVanguard Index Fds0.2%+25.4%$1.8M
BRK-BBerkshire Hathaway Inc Del0.1%+0.0%$1.2M
VUGVanguard Index Fds0.1%—$1.1M
DFCFDimensional ETF Trust0.1%-14.4%$1.1M
MSFTMicrosoft Corp0.1%+2.7%$935K
SFStifel Finl Corp0.1%—$892K
DFAXDimensional ETF Trust0.1%+0.0%$861K
GOOGLAlphabet Inc0.1%+0.8%$850K
LMTLockheed Martin Corp0.1%+0.0%$776K
BRK-ABerkshire Hathaway Inc Del0.1%+0.0%$749K
MRKMerck & Co Inc0.1%+1.5%$721K
VTVVanguard Index Fds0.1%—$599K
SPEMSpdr Index Shs Fds0.1%-2.8%$591K
DFSIDimensional ETF Trust0.1%+1.3%$560K
VEAVanguard Ftse Developed Markets Index Fu0.1%—$556K
IRENIren Limited0.1%—$549K
XOMExxon Mobil Corp0.1%+0.0%$535K
AVUSAvantis U.S. Equity ETF0.1%+0.0%$496K
QQQInvesco Qqq Tr0.1%—$495K
IEFAIshares Tr0.1%+0.0%$491K
DFSEDimensional ETF Trust0.0%-2.2%$456K
LLYEli Lilly & Co0.0%+0.0%$443K
VIGVanguard Specialized Funds0.0%—$413K
VBVanguard Index Fds0.0%—$411K
DFASDimensional ETF Trust0.0%+0.0%$352K

What Hill Investment Group Partners, LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+21.4% /yr
S&P 500 +20.1%
3 years
+14.6% /yr
S&P 500 +20.4%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$980.4M61
Q1 2026$905.6M50
Q4 2025$840.6M50
Q3 2025$820.3M54
Q2 2025$767.9M51
Q1 2025$728.2M50
Q4 2024$746.2M80
Q3 2024$718.9M70
Q2 2024$742.7M71
Q1 2024$708.2M69
Q4 2023$679.4M68
Q3 2023$601.6M65

Questions about Hill Investment Group Partners, LLC's portfolio

What stocks does Hill Investment Group Partners, LLC own?

Hill Investment Group Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 61 positions worth $980.4M. The largest are Rbb Fund Trust (EBI) at 41.6%, Rbb Fund Trust (LVIG) at 9.7%, Dimensional ETF Trust (DFIC) at 7.7%, Dimensional ETF Trust (DFEM) at 5.8% and American Centy ETF Tr (AVDV) at 5.2%.

What did Hill Investment Group Partners, LLC buy last quarter?

In Q2 2026, Hill Investment Group Partners, LLC added a new position in Dell Technologies Inc (DELL), a new position in Vanguard Index Fds (VUG), a new position in Stifel Finl Corp (SF), a new position in Vanguard Index Fds (VTV), a new position in Vanguard Ftse Developed Markets Index Fu (VEA), Apple Inc (AAPL) (+27.5% shares), Vanguard Index Fds (VOO) (+25.4% shares) and Rbb Fund Trust (LVIG) (+6.6% shares), compared with its Q1 2026 filing.

What did Hill Investment Group Partners, LLC sell last quarter?

In Q2 2026, Hill Investment Group Partners, LLC cut from its top 50 American Centy ETF Tr (AVMU), cut from its top 50 Plby Group Inc (PLBY), cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Truist Finl Corp (TFC), cut from its top 50 Amazon Com Inc (AMZN), Dimensional ETF Trust (DFCF) (-14.4% shares), American Centy ETF Tr (AVIG) (-10.0% shares) and Dimensional ETF Trust (DFAC) (-7.1% shares), compared with its Q1 2026 filing.

How has Hill Investment Group Partners, LLC's portfolio performed?

A portfolio copying Hill Investment Group Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.4% against +20.1%.

When is Hill Investment Group Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hill Investment Group Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hill Investment Group Partners, LLC manage?

Hill Investment Group Partners, LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $980.4M.