Hill Island Financial LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Hill Island Financial LLC reported 80 stock positions worth $417.9 million. Its top holding was Longview Advantage ETF (EBI) at 15.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 15.5%) and Dimensional US Core Equity M (DFAU, 13.9%). Compared with Q3 2025, it opened 7 new positions, sold out of 3, added to 39 and reduced 28. The biggest buy was Dimensional International (DFIC, shares +7%) and the biggest sale Longview Advantage ETF (EBI, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0001909798
- Portfolio Value
- $417.9M (Q4 2025)
- SEC Filing
- 0001951757-26-000275 ↗ filed Jan 22, 2026
Holdings Value
Holdings 80 stocks · $417.9M
| EBI Longview Advantage ETF | 15.90% | 1,174,242 | $66.4M | Reduce -3.9% |
| VOO Vanguard S&P 500 ETF | 15.47% | 103,094 | $64.7M | Add +0.5% |
| DFAU Dimensional US Core Equity M | 13.87% | 1,238,373 | $58.0M | Add +2.5% |
| DFIC Dimensional International Co. | 8.90% | 1,079,270 | $37.2M | Add +6.8% |
| QQQM Invesco Nasdaq 100 ETF | 5.67% | 93,637 | $23.7M | Add +2.8% |
| DFLV Dim US Large Cap Value ETF | 4.87% | 594,638 | $20.3M | Add +3.3% |
| DFAS Dimensional US Small Cap ETF | 4.67% | 280,214 | $19.5M | Add +3.1% |
| CAOS Alpha Architect Tail Risk | 2.93% | 136,454 | $12.3M | Add +17.0% |
| SCHF Schwab Intl Equity ETF | 2.57% | 446,269 | $10.7M | Reduce -3.0% |
| DFSI Dimensional Int Sus COR1 ETF | 2.04% | 198,493 | $8.5M | Add +3.2% |
| IXUS iShares Core Intl Stock ETF | 1.91% | 94,518 | $8.0M | Reduce -9.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.80% | 15,389 | $7.5M | Reduce -7.8% |
| AVDV Avantis Intl S/C Value ETF | 1.64% | 73,019 | $6.9M | Add +6.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.46% | 9,962 | $6.1M | Reduce -3.5% |
| NVDA Nvidia Corp. | 1.36% | 30,556 | $5.7M | Add +17.4% |
| MSFT Microsoft Corp. | 1.33% | 11,456 | $5.5M | Add +1.9% |
| AAPL Apple Inc. | 1.32% | 20,306 | $5.5M | Add +1.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.15% | 44,845 | $4.8M | Reduce -14.2% |
| IVV iShares Core S&P 500 ETF | 1.03% | 6,308 | $4.3M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.75% | 9,990 | $3.1M | Add +0.4% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.55% | 55,524 | $2.3M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.43% | 5,711 | $1.8M | Add +2.5% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.41% | 34,154 | $1.7M | Reduce -2.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.38% | 21,394 | $1.6M | No change |
| AVGO Broadcom Inc. | 0.36% | 4,394 | $1.5M | Add +6.9% |
| AMZN Amazon.com Inc. | 0.33% | 6,014 | $1.4M | Add +5.0% |
| JHMM John Hancock Multi Fact Mid | 0.32% | 20,731 | $1.4M | Reduce -10.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.31% | 29,926 | $1.3M | Add +11.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 13,776 | $1.2M | Reduce -1.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.27% | 39,385 | $1.1M | Reduce -11.0% |
| XLK SS Technology Select Sector | 0.26% | 7,545 | $1.1M | No change |
| ESGD iShares Trust iShares ESG Aw | 0.24% | 10,756 | $1.0M | Add +2.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 7,862 | $1.0M | Add +0.3% |
| FITB Fifth Third Bancorp | 0.24% | 21,449 | $1.0M | Add +2.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.23% | 19,967 | $973K | Reduce -12.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 3,703 | $955K | Add +11.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.21% | 36,847 | $861K | Reduce -11.3% |
| SUB iShares Short-Term National | 0.20% | 7,866 | $839K | Add +14.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.18% | 16,171 | $753K | Reduce -14.3% |
| NET Cloudflare Inc. Class A | 0.17% | 3,677 | $725K | New |
| JPM JPMorgan Chase & Co. | 0.17% | 2,200 | $709K | Add +0.7% |
| CRM Salesforce Inc. | 0.17% | 2,631 | $697K | Reduce -10.8% |
| MCD McDonald's Corp. | 0.17% | 2,258 | $690K | Add +16.1% |
| QQMG Invesco ESG Nasdaq 100 | 0.14% | 14,086 | $597K | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,126 | $533K | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.13% | 490 | $527K | Add +54.1% |
| ESML iShares ESG Aware MSCI USA S | 0.12% | 10,539 | $485K | Add +0.3% |
| PWZ Invesco California Amt-Free | 0.12% | 20,039 | $484K | New |
| HBAN Huntington Bancshares Inc. | 0.11% | 27,377 | $475K | Add +3.0% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 8,383 | $451K | No change |
| VTEC Vanguard Ca Tax-Ex Bond | 0.10% | 4,278 | $429K | New |
| V Visa Inc. Class A | 0.10% | 1,213 | $425K | Add +3.3% |
| AMD Advanced Micro Devices | 0.10% | 1,969 | $422K | Add +3.5% |
| PRVS Parnassus Value Select ETF | 0.10% | 14,910 | $418K | Add +6.5% |
| CMF iShares California Muni Bond | 0.09% | 6,760 | $388K | Add +20.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 541 | $369K | Reduce -2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 715 | $360K | No change |
| ABT Abbott Laboratories | 0.09% | 2,852 | $357K | Reduce -3.5% |
| VGT Vanguard Info Tech ETF | 0.08% | 437 | $329K | No change |
| WMT Walmart Inc. | 0.08% | 2,920 | $325K | Reduce -2.1% |
| HD Home Depot Inc. | 0.08% | 934 | $321K | Reduce -0.6% |
| TSLA Tesla Inc. | 0.08% | 707 | $318K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 2,705 | $308K | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.07% | 524 | $299K | Add +5.0% |
| DE Deere & Co. | 0.07% | 629 | $293K | Add +4.5% |
| JHML John Hancock Multi Fact LRG | 0.07% | 3,664 | $293K | Reduce -27.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 5,033 | $277K | Add +0.8% |
| SCHV Schwab US Large-Cap Value | 0.06% | 9,001 | $267K | No change |
| JNJ Johnson & Johnson | 0.06% | 1,257 | $260K | Add +1.6% |
| PANW Palo Alto Networks Inc. | 0.06% | 1,384 | $255K | Reduce -1.6% |
| EMR Emerson Electric Co. | 0.06% | 1,893 | $251K | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 1,374 | $244K | New |
| ABBV Abbvie Inc. | 0.06% | 1,012 | $231K | Reduce -13.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.06% | 4,588 | $231K | Reduce -16.9% |
| ORCL Oracle Corp. | 0.05% | 1,110 | $216K | Reduce -5.0% |
| COST Costco Wholesale Corp. | 0.05% | 250 | $216K | Add +6.4% |
| NFLX Netflix Inc. | 0.05% | 2,276 | $213K | Reduce -1.9% |
| HMOP Hartford Municipal Opp ETF | 0.05% | 5,237 | $205K | Reduce -3.0% |
| MU Micron Technology Inc. | 0.05% | 708 | $202K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 678 | $201K | New |
Portfolio Sells Q3 2025 → Q4 2025
| EBI Longview Advantage ETF | Reduce -3.9% | 15.90% | −0.84 |
| IXUS iShares Core Intl Stock ETF | Reduce -9.6% | 1.91% | −0.24 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -14.2% | 1.15% | −0.22 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.8% | 1.80% | −0.20 |
| SCHF Schwab Intl Equity ETF | Reduce -3.0% | 2.57% | −0.11 |
| JMUB JPMorgan Municipal ETF | Sold out | 0.00% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.5% | 1.46% | −0.08 |
| LIN Linde PLC | Sold out | 0.00% | −0.06 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.05 |
| JHMM John Hancock Multi Fact Mid | Reduce -10.2% | 0.32% | −0.05 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -11.0% | 0.27% | −0.05 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -12.6% | 0.23% | −0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -14.3% | 0.18% | −0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -11.3% | 0.21% | −0.04 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -2.8% | 0.41% | −0.03 |
| ORCL Oracle Corp. | Reduce -5.0% | 0.05% | −0.03 |
| JHML John Hancock Multi Fact LRG | Reduce -27.0% | 0.07% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 1.03% | −0.02 |
| NFLX Netflix Inc. | Reduce -1.9% | 0.05% | −0.02 |
| HD Home Depot Inc. | Reduce -0.6% | 0.08% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -16.9% | 0.06% | −0.01 |
| ABT Abbott Laboratories | Reduce -3.5% | 0.09% | −0.01 |
| ABBV Abbvie Inc. | Reduce -13.9% | 0.06% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -1.6% | 0.06% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.6% | 0.29% | −0.01 |
| CRM Salesforce Inc. | Reduce -10.8% | 0.17% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 0.13% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.8% | 0.07% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.9% | 0.09% | −0.00 |
| HMOP Hartford Municipal Opp ETF | Reduce -3.0% | 0.05% | −0.00 |
| WMT Walmart Inc. | Reduce -2.1% | 0.08% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| DFIC Dimensional International Co. | Add +6.8% | 8.90% | +0.63 |
| CAOS Alpha Architect Tail Risk | Add +17.0% | 2.93% | +0.32 |
| NET Cloudflare Inc. Class A | New | 0.17% | +0.17 |
| NVDA Nvidia Corp. | Add +17.4% | 1.36% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.75% | +0.14 |
| DFLV Dim US Large Cap Value ETF | Add +3.3% | 4.87% | +0.14 |
| PWZ Invesco California Amt-Free | New | 0.12% | +0.12 |
| AVDV Avantis Intl S/C Value ETF | Add +6.1% | 1.64% | +0.11 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 0.43% | +0.09 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| DFAU Dimensional US Core Equity M | Add +2.5% | 13.87% | +0.07 |
| DFSI Dimensional Int Sus COR1 ETF | Add +3.2% | 2.04% | +0.07 |
| LLY Eli Lilly & Co. | Add +54.1% | 0.13% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +1.7% | 1.32% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| IBM Intl Business Machines Corp. | New | 0.05% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.8% | 5.67% | +0.05 |
| DFAS Dimensional US Small Cap ETF | Add +3.1% | 4.67% | +0.03 |
| DFSU Dimensional US Sus CORE1 ETF | Add +11.3% | 0.31% | +0.03 |
| AVGO Broadcom Inc. | Add +6.9% | 0.36% | +0.03 |
| AMD Advanced Micro Devices | Add +3.5% | 0.10% | +0.02 |
| SUB iShares Short-Term National | Add +14.8% | 0.20% | +0.02 |
| AMZN Amazon.com Inc. | Add +5.0% | 0.33% | +0.02 |
| MCD McDonald's Corp. | Add +16.1% | 0.17% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +11.1% | 0.23% | +0.02 |
| CMF iShares California Muni Bond | Add +20.3% | 0.09% | +0.01 |
| FITB Fifth Third Bancorp | Add +2.5% | 0.24% | +0.01 |
| PRVS Parnassus Value Select ETF | Add +6.5% | 0.10% | +0.01 |
| JNJ Johnson & Johnson | Add +1.6% | 0.06% | +0.01 |
| BAC Bank of America Corp. | Add +0.8% | 0.07% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +2.8% | 0.24% | +0.00 |
| V Visa Inc. Class A | Add +3.3% | 0.10% | +0.00 |
| DE Deere & Co. | Add +4.5% | 0.07% | +0.00 |
| MA Mastercard Inc. Class A | Add +5.0% | 0.07% | +0.00 |
| QQMG Invesco ESG Nasdaq 100 | Add +1.3% | 0.14% | −0.00 |
| HBAN Huntington Bancshares Inc. | Add +3.0% | 0.11% | −0.00 |
| EMR Emerson Electric Co. | Add +0.7% | 0.06% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +0.3% | 0.12% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 0.17% | −0.00 |
| COST Costco Wholesale Corp. | Add +6.4% | 0.05% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.3% | 0.24% | −0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +0.8% | 0.55% | −0.01 |
| MSFT Microsoft Corp. | Add +1.9% | 1.33% | −0.13 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 15.47% | −0.21 |
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 |