Hill Island Financial LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Hill Island Financial LLC reported 84 stock positions worth $411.6 million. Its top holding was Longview Advantage ETF (EBI) at 16.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 15.2%) and Dimensional US Core Equity M (DFAU, 13.8%). Compared with Q4 2025, it opened 7 new positions, sold out of 3, added to 29 and reduced 38. The biggest buy was Dimensional International (DFIC, shares +2%) and the biggest sale Microsoft (MSFT, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0001909798
- Portfolio Value
- $411.6M (Q1 2026)
- SEC Filing
- 0001951757-26-000842 ↗ filed May 13, 2026
Holdings Value
Holdings 84 stocks · $411.6M
| EBI Longview Advantage ETF | 16.25% | 1,155,788 | $66.9M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 15.16% | 104,431 | $62.4M | Add +1.3% |
| DFAU Dimensional US Core Equity M | 13.82% | 1,260,926 | $56.9M | Add +1.8% |
| DFIC Dimensional International Co. | 9.47% | 1,096,790 | $39.0M | Add +1.6% |
| QQQM Invesco Nasdaq 100 ETF | 5.56% | 96,357 | $22.9M | Add +2.9% |
| DFLV Dim US Large Cap Value ETF | 5.20% | 599,600 | $21.4M | Add +0.8% |
| DFAS Dimensional US Small Cap ETF | 4.92% | 284,662 | $20.2M | Add +1.6% |
| CAOS Alpha Architect Tail Risk | 2.95% | 133,831 | $12.1M | Reduce -1.9% |
| SCHF Schwab Intl Equity ETF | 2.59% | 430,965 | $10.7M | Reduce -3.4% |
| DFSI Dimensional Int Sus COR1 ETF | 1.99% | 193,609 | $8.2M | Reduce -2.5% |
| IXUS iShares Core Intl Stock ETF | 1.92% | 91,017 | $7.9M | Reduce -3.7% |
| AVDV Avantis Intl S/C Value ETF | 1.68% | 69,147 | $6.9M | Reduce -5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.58% | 14,901 | $6.5M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.39% | 9,905 | $5.7M | Reduce -0.6% |
| AAPL Apple Inc. | 1.26% | 20,464 | $5.2M | Add +0.8% |
| NVDA Nvidia Corp. | 1.11% | 26,269 | $4.6M | Reduce -14.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.06% | 44,449 | $4.4M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 1.00% | 6,303 | $4.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.91% | 10,157 | $3.8M | Reduce -11.3% |
| GOOG Alphabet Inc. Class C | 0.71% | 10,201 | $2.9M | Add +2.1% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.57% | 55,204 | $2.3M | Reduce -0.6% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.42% | 34,154 | $1.7M | No change |
| GOOGL Alphabet Inc. Class A | 0.40% | 5,699 | $1.6M | Reduce -0.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.39% | 21,394 | $1.6M | No change |
| AVGO Broadcom Inc. | 0.33% | 4,350 | $1.3M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 0.32% | 6,415 | $1.3M | Add +6.7% |
| DFSU Dimensional US Sus CORE1 ETF | 0.32% | 31,869 | $1.3M | Add +6.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 13,668 | $1.2M | Reduce -0.8% |
| SPTI SS SPDR P Int Term TSY ETF | 0.29% | 41,668 | $1.2M | Add +5.8% |
| JHMM John Hancock Multi Fact Mid | 0.28% | 16,964 | $1.1M | Reduce -18.2% |
| ESGD iShares Trust iShares ESG Aw | 0.26% | 11,240 | $1.1M | Add +4.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 8,237 | $998K | Add +4.8% |
| XLK SS Technology Select Sector | 0.24% | 7,425 | $987K | Reduce -1.6% |
| FITB Fifth Third Bancorp | 0.24% | 21,196 | $985K | Reduce -1.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.24% | 19,983 | $968K | Add +0.1% |
| SUB iShares Short-Term National | 0.21% | 8,238 | $877K | Add +4.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 3,347 | $877K | Reduce -9.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.20% | 35,981 | $835K | Reduce -2.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.18% | 16,448 | $760K | Add +1.7% |
| NET Cloudflare Inc. Class A | 0.18% | 3,676 | $759K | Reduce -0.0% |
| MCD McDonald's Corp. | 0.18% | 2,388 | $742K | Add +5.8% |
| JPM JPMorgan Chase & Co. | 0.15% | 2,061 | $606K | Reduce -6.3% |
| QQMG Invesco ESG Nasdaq 100 | 0.14% | 15,086 | $597K | Add +7.1% |
| ESML iShares ESG Aware MSCI USA S | 0.13% | 11,056 | $520K | Add +4.9% |
| IWF iShares Russell 1000 Growth | 0.12% | 1,126 | $480K | No change |
| PWZ Invesco California Amt-Free | 0.12% | 20,039 | $478K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 8,383 | $453K | No change |
| CRM Salesforce Inc. | 0.11% | 2,399 | $448K | Reduce -8.8% |
| LLY Eli Lilly & Co. | 0.11% | 483 | $444K | Reduce -1.4% |
| HBAN Huntington Bancshares Inc. | 0.10% | 27,149 | $425K | Reduce -0.8% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.10% | 4,278 | $424K | No change |
| PRVS Parnassus Value Select ETF | 0.10% | 15,356 | $423K | Add +3.0% |
| AMD Advanced Micro Devices | 0.10% | 2,035 | $414K | Add +3.4% |
| MU Micron Technology Inc. | 0.10% | 1,162 | $393K | Add +64.1% |
| CMF iShares California Muni Bond | 0.09% | 6,760 | $384K | No change |
| WMT Walmart Inc. | 0.09% | 2,978 | $370K | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 541 | $352K | No change |
| DE Deere & Co. | 0.09% | 624 | $351K | Reduce -0.8% |
| TSLA Tesla Inc. | 0.09% | 942 | $350K | Add +33.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 715 | $343K | No change |
| JNJ Johnson & Johnson | 0.08% | 1,266 | $309K | Add +0.7% |
| HD Home Depot Inc. | 0.07% | 929 | $306K | Reduce -0.5% |
| VGT Vanguard Info Tech ETF | 0.07% | 437 | $305K | No change |
| MA Mastercard Inc. Class A | 0.07% | 600 | $300K | Add +14.5% |
| V Visa Inc. Class A | 0.07% | 915 | $276K | Reduce -24.6% |
| ABT Abbott Laboratories | 0.06% | 2,586 | $265K | Reduce -9.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.06% | 5,240 | $261K | Add +14.2% |
| JHML John Hancock Multi Fact LRG | 0.06% | 3,265 | $256K | Reduce -10.9% |
| VZ Verizon Communications Inc. | 0.06% | 5,040 | $253K | New |
| COST Costco Wholesale Corp. | 0.06% | 249 | $248K | Reduce -0.4% |
| EMR Emerson Electric Co. | 0.06% | 1,892 | $248K | Reduce -0.1% |
| SCHV Schwab US Large-Cap Value | 0.06% | 8,096 | $247K | Reduce -10.1% |
| NFLX Netflix Inc. | 0.06% | 2,505 | $241K | Add +10.1% |
| LIN Linde PLC | 0.06% | 485 | $240K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 4,921 | $240K | Reduce -2.2% |
| INTC Intel Corp. | 0.06% | 5,387 | $238K | New |
| CAT Caterpillar Inc. | 0.05% | 318 | $225K | New |
| HMOP Hartford Municipal Opp ETF | 0.05% | 5,799 | $225K | Add +10.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 2,329 | $224K | Reduce -13.9% |
| AMP Ameriprise Financial Inc. | 0.05% | 496 | $220K | New |
| PANW Palo Alto Networks Inc. | 0.05% | 1,314 | $211K | Reduce -5.1% |
| AMGN Amgen Inc. | 0.05% | 580 | $204K | New |
| LRCX Lam Research Corp. | 0.05% | 954 | $204K | New |
| ABBV Abbvie Inc. | 0.05% | 932 | $203K | Reduce -7.9% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -11.3% | 0.91% | −0.41 |
| NVDA Nvidia Corp. | Reduce -14.0% | 1.11% | −0.25 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.2% | 1.58% | −0.22 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.9% | 1.06% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 1.39% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.06 |
| CRM Salesforce Inc. | Reduce -8.8% | 0.11% | −0.06 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.05 |
| JHMM John Hancock Multi Fact Mid | Reduce -18.2% | 0.28% | −0.05 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.05 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -2.5% | 1.99% | −0.04 |
| AVGO Broadcom Inc. | Reduce -1.0% | 0.33% | −0.04 |
| V Visa Inc. Class A | Reduce -24.6% | 0.07% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 1.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.40% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -6.3% | 0.15% | −0.02 |
| ABT Abbott Laboratories | Reduce -9.3% | 0.06% | −0.02 |
| XLK SS Technology Select Sector | Reduce -1.6% | 0.24% | −0.02 |
| DIS The Walt Disney Co. | Reduce -13.9% | 0.05% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -1.4% | 0.11% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -9.6% | 0.21% | −0.02 |
| HBAN Huntington Bancshares Inc. | Reduce -0.8% | 0.10% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -5.1% | 0.05% | −0.01 |
| BAC Bank of America Corp. | Reduce -2.2% | 0.06% | −0.01 |
| JHML John Hancock Multi Fact LRG | Reduce -10.9% | 0.06% | −0.01 |
| ABBV Abbvie Inc. | Reduce -7.9% | 0.05% | −0.01 |
| SCHV Schwab US Large-Cap Value | Reduce -10.1% | 0.06% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.4% | 0.20% | −0.00 |
| HD Home Depot Inc. | Reduce -0.5% | 0.07% | −0.00 |
| FITB Fifth Third Bancorp | Reduce -1.2% | 0.24% | −0.00 |
| EMR Emerson Electric Co. | Reduce -0.1% | 0.06% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.7% | 1.92% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.8% | 0.30% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 0.06% | +0.01 |
| NET Cloudflare Inc. Class A | Reduce -0.0% | 0.18% | +0.01 |
| DE Deere & Co. | Reduce -0.8% | 0.09% | +0.02 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -0.6% | 0.57% | +0.02 |
| CAOS Alpha Architect Tail Risk | Reduce -1.9% | 2.95% | +0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -3.4% | 2.59% | +0.02 |
| AVDV Avantis Intl S/C Value ETF | Reduce -5.3% | 1.68% | +0.04 |
| EBI Longview Advantage ETF | Reduce -1.6% | 16.25% | +0.35 |
Portfolio Buys Q4 2025 → Q1 2026
| DFIC Dimensional International Co. | Add +1.6% | 9.47% | +0.57 |
| DFLV Dim US Large Cap Value ETF | Add +0.8% | 5.20% | +0.33 |
| DFAS Dimensional US Small Cap ETF | Add +1.6% | 4.92% | +0.25 |
| VZ Verizon Communications Inc. | New | 0.06% | +0.06 |
| LIN Linde PLC | New | 0.06% | +0.06 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | New | 0.05% | +0.05 |
| AMP Ameriprise Financial Inc. | New | 0.05% | +0.05 |
| AMGN Amgen Inc. | New | 0.05% | +0.05 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +64.1% | 0.10% | +0.05 |
| SPTI SS SPDR P Int Term TSY ETF | Add +5.8% | 0.29% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +4.5% | 0.26% | +0.02 |
| MCD McDonald's Corp. | Add +5.8% | 0.18% | +0.02 |
| JNJ Johnson & Johnson | Add +0.7% | 0.08% | +0.01 |
| SUB iShares Short-Term National | Add +4.7% | 0.21% | +0.01 |
| WMT Walmart Inc. | Add +2.0% | 0.09% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +4.9% | 0.13% | +0.01 |
| TSLA Tesla Inc. | Add +33.2% | 0.09% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.2% | 0.06% | +0.01 |
| NFLX Netflix Inc. | Add +10.1% | 0.06% | +0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Add +6.5% | 0.32% | +0.01 |
| HMOP Hartford Municipal Opp ETF | Add +10.7% | 0.05% | +0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +1.7% | 0.18% | +0.00 |
| PRVS Parnassus Value Select ETF | Add +3.0% | 0.10% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +0.1% | 0.24% | +0.00 |
| QQMG Invesco ESG Nasdaq 100 | Add +7.1% | 0.14% | +0.00 |
| MA Mastercard Inc. Class A | Add +14.5% | 0.07% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +4.8% | 0.24% | +0.00 |
| AMD Advanced Micro Devices | Add +3.4% | 0.10% | −0.00 |
| AMZN Amazon.com Inc. | Add +6.7% | 0.32% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +2.1% | 0.71% | −0.04 |
| DFAU Dimensional US Core Equity M | Add +1.8% | 13.82% | −0.05 |
| AAPL Apple Inc. | Add +0.8% | 1.26% | −0.06 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.9% | 5.56% | −0.10 |
| VOO Vanguard S&P 500 ETF | Add +1.3% | 15.16% | −0.31 |
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 |