Hill Island Financial LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Hill Island Financial LLC reported 59 stock positions worth $341.2 million. Its top holding was Longview Advantage ETF (EBI) at 19.3% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 14.5%) and Vanguard S&P 500 ETF (VOO, 14.0%). Compared with Q4 2024, it opened 2 new positions, sold out of 16, added to 11 and reduced 40. The biggest buy was a new position in Longview Advantage ETF (EBI) and the biggest sale John Hancock Multi Fact Mid (JHMM, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0001909798
- Portfolio Value
- $341.2M (Q1 2025)
- SEC Filing
- 0001951757-25-000399 ↗ filed Apr 22, 2025
Holdings Value
Holdings 59 stocks · $341.2M
| EBI Longview Advantage ETF | 19.26% | 1,389,114 | $65.7M | New |
| DFAU Dimensional US Core Equity M | 14.48% | 1,285,590 | $49.4M | Add +10.1% |
| VOO Vanguard S&P 500 ETF | 14.02% | 93,042 | $47.8M | Add +9.1% |
| IXUS iShares Core Intl Stock ETF | 9.31% | 454,796 | $31.7M | Add +5.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.59% | 69,832 | $25.9M | Add +4.4% |
| DFLV Dim US Large Cap Value ETF | 5.12% | 571,433 | $17.5M | Add +10.7% |
| DFAS Dimensional US Small Cap ETF | 3.77% | 215,202 | $12.9M | Add +49.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 3.02% | 100,734 | $10.3M | Reduce -1.7% |
| TPLC Timothy PLN US LRG/Mid Cap | 2.94% | 235,953 | $10.0M | Reduce -3.0% |
| SCHF Schwab Intl Equity ETF | 2.88% | 496,532 | $9.8M | Reduce -0.9% |
| ESGD iShares Trust iShares ESG Aw | 2.35% | 98,009 | $8.0M | Add +1.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.45% | 10,571 | $5.0M | Reduce -12.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.36% | 57,665 | $4.6M | Reduce -3.3% |
| IWM iShares Russell 2000 ETF | 1.10% | 18,799 | $3.8M | Reduce -4.4% |
| IVV iShares Core S&P 500 ETF | 1.05% | 6,385 | $3.6M | Reduce -1.2% |
| ESML iShares ESG Aware MSCI USA S | 0.94% | 83,532 | $3.2M | Reduce -5.4% |
| MSFT Microsoft Corp. | 0.81% | 7,342 | $2.8M | Reduce -8.1% |
| AAPL Apple Inc. | 0.75% | 11,584 | $2.6M | Reduce -8.1% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.52% | 35,073 | $1.8M | Add +0.5% |
| SPTI SS SPDR P Int Term TSY ETF | 0.43% | 51,651 | $1.5M | Reduce -7.5% |
| JHMM John Hancock Multi Fact Mid | 0.39% | 23,359 | $1.3M | Reduce -95.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.38% | 21,394 | $1.3M | Reduce -41.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.38% | 26,673 | $1.3M | Reduce -13.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.36% | 53,685 | $1.2M | Reduce -17.1% |
| NVDA Nvidia Corp. | 0.34% | 10,625 | $1.2M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 0.33% | 7,119 | $1.1M | Reduce -8.4% |
| AMZN Amazon.com Inc. | 0.32% | 5,672 | $1.1M | Reduce -3.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 14,003 | $1.1M | Reduce -1.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.30% | 22,250 | $1.0M | Reduce -11.0% |
| SUB iShares Short-Term National | 0.30% | 9,548 | $1.0M | Reduce -3.9% |
| DFSU Dimensional US Sus CORE1 ETF | 0.26% | 24,486 | $877K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 3,677 | $815K | Reduce -94.8% |
| FITB Fifth Third Bancorp | 0.23% | 20,345 | $798K | Reduce -4.2% |
| XLK SS Technology Select Sector | 0.23% | 3,772 | $779K | Reduce -65.7% |
| CRM Salesforce Inc. | 0.20% | 2,496 | $670K | Reduce -2.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.19% | 16,051 | $650K | No change |
| MCD McDonald's Corp. | 0.18% | 1,923 | $601K | Reduce -19.9% |
| JMUB JPMorgan Municipal ETF | 0.15% | 10,019 | $501K | Reduce -1.3% |
| AVGO Broadcom Inc. | 0.13% | 2,599 | $435K | Reduce -25.0% |
| IWF iShares Russell 1000 Growth | 0.12% | 1,161 | $419K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 8,425 | $381K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 715 | $381K | No change |
| ANGL Vaneck Fallen Angel High YLD | 0.11% | 13,110 | $378K | Add +2.8% |
| HBAN Huntington Bancshares Inc. | 0.11% | 24,765 | $372K | No change |
| JHML John Hancock Multi Fact LRG | 0.10% | 5,274 | $356K | Reduce -96.2% |
| GOOGL Alphabet Inc. Class A | 0.10% | 2,095 | $324K | Reduce -17.7% |
| ABT Abbott Laboratories | 0.09% | 2,261 | $300K | Reduce -49.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 526 | $294K | Reduce -42.5% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.08% | 5,601 | $282K | Reduce -1.2% |
| SCHV Schwab US Large-Cap Value | 0.08% | 9,801 | $261K | Reduce -87.7% |
| DE Deere & Co. | 0.07% | 533 | $250K | Reduce -36.0% |
| VGT Vanguard Info Tech ETF | 0.07% | 437 | $237K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.07% | 4,772 | $237K | Reduce -92.5% |
| COST Costco Wholesale Corp. | 0.07% | 237 | $225K | Reduce -6.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 2,262 | $223K | Reduce -0.9% |
| PWZ Invesco California Amt-Free | 0.06% | 8,832 | $211K | Add +0.8% |
| PANW Palo Alto Networks Inc. | 0.06% | 1,200 | $205K | Reduce -1.1% |
| CVX Chevron Corp. | 0.06% | 1,218 | $204K | Reduce -16.2% |
| DNP DNP Select Income Fund Inc. | 0.03% | 11,192 | $111K | Reduce -8.7% |
Portfolio Sells Q4 2024 → Q1 2025
| JHMM John Hancock Multi Fact Mid | Reduce -95.3% | 0.39% | −8.24 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -94.8% | 0.24% | −4.72 |
| JHML John Hancock Multi Fact LRG | Reduce -96.2% | 0.10% | −2.74 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −1.43 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -92.5% | 0.07% | −0.86 |
| SCHV Schwab US Large-Cap Value | Reduce -87.7% | 0.08% | −0.53 |
| XLK SS Technology Select Sector | Reduce -65.7% | 0.23% | −0.52 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.6% | 1.45% | −0.35 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -1.7% | 3.02% | −0.28 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -41.5% | 0.38% | −0.23 |
| JPSE JPM Diversified RT Small Cap | Sold out | 0.00% | −0.20 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | −0.19 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.18 |
| MSFT Microsoft Corp. | Reduce -8.1% | 0.81% | −0.18 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.3% | 1.36% | −0.17 |
| IWM iShares Russell 2000 ETF | Reduce -4.4% | 1.10% | −0.17 |
| AAPL Apple Inc. | Reduce -8.1% | 0.75% | −0.17 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.16 |
| ESML iShares ESG Aware MSCI USA S | Reduce -5.4% | 0.94% | −0.14 |
| TPLC Timothy PLN US LRG/Mid Cap | Reduce -3.0% | 2.94% | −0.11 |
| AVGO Broadcom Inc. | Reduce -25.0% | 0.13% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -8.4% | 0.33% | −0.11 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.10 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.09 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.09 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.09 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.08 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.07 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -42.5% | 0.09% | −0.07 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -17.1% | 0.36% | −0.07 |
| HMOP Hartford Municipal Opp ETF | Sold out | 0.00% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -3.6% | 0.32% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 1.05% | −0.06 |
| ABT Abbott Laboratories | Reduce -49.3% | 0.09% | −0.06 |
| CRM Salesforce Inc. | Reduce -2.1% | 0.20% | −0.05 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -13.4% | 0.38% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -17.7% | 0.10% | −0.05 |
| DE Deere & Co. | Reduce -36.0% | 0.07% | −0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -11.0% | 0.30% | −0.03 |
| FITB Fifth Third Bancorp | Reduce -4.2% | 0.23% | −0.03 |
| MCD McDonald's Corp. | Reduce -19.9% | 0.18% | −0.03 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -7.5% | 0.43% | −0.02 |
| SUB iShares Short-Term National | Reduce -3.9% | 0.30% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.07% | −0.01 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Reduce -1.2% | 0.08% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -1.1% | 0.06% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| EBI Longview Advantage ETF | New | 19.26% | +19.26 |
| DFAS Dimensional US Small Cap ETF | Add +49.4% | 3.77% | +1.03 |
| IXUS iShares Core Intl Stock ETF | Add +5.5% | 9.31% | +0.98 |
| DFAU Dimensional US Core Equity M | Add +10.1% | 14.48% | +0.68 |
| DFLV Dim US Large Cap Value ETF | Add +10.7% | 5.12% | +0.59 |
| VOO Vanguard S&P 500 ETF | Add +9.1% | 14.02% | +0.59 |
| DFSU Dimensional US Sus CORE1 ETF | New | 0.26% | +0.26 |
| ESGD iShares Trust iShares ESG Aw | Add +1.9% | 2.35% | +0.21 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +0.5% | 0.52% | +0.01 |
| ANGL Vaneck Fallen Angel High YLD | Add +2.8% | 0.11% | +0.00 |
| PWZ Invesco California Amt-Free | Add +0.8% | 0.06% | −0.00 |
| NVDA Nvidia Corp. | Add +4.0% | 0.34% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.4% | 7.59% | −0.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $468.7M | EBI, VOO, DFAU, DFIC, QQQM |
| Q1 2026 | 84 | $411.6M | EBI, VOO, DFAU, DFIC, QQQM |
| Q4 2025 | 80 | $417.9M | EBI, VOO, DFAU, DFIC, QQQM |
| Q3 2025 | 76 | $400.6M | EBI, VOO, DFAU, DFIC, QQQM |
| Q2 2025 | 76 | $358.5M | EBI, VOO, DFAU, DFIC, QQQM |
| Q1 2025 | 59 | $341.2M | EBI, DFAU, VOO, IXUS, VUG |
| Q4 2024 | 73 | $342.4M | DFAU, VOO, JHMM, IXUS, VUG |
| Q3 2024 | 72 | $330.6M | JHMM, VOO, VB, IXUS, VUG |
| Q2 2024 | 68 | $305.6M | JHMM, VOO, VB, IXUS, VUG |
| Q1 2024 | 66 | $302.8M | JHMM, VOO, VB, IXUS, VUG |