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Hill Island Financial

Latest statistics and disclosures from Hill Island Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are EBI, VOO, DFAU, DFIC, QQQM, and represent 59.81% of Hill Island Financial's stock portfolio.
Added to shares of these 10 stocks: DFIC, CAOS, DFAU, NVDA, NET, DFLV, QQQM, DFAS, XLK, PWZ.
Started 7 new stock positions in TSLA, IBM, PLTR, MU, NET, PWZ, VTEC.
Reduced shares in these 10 stocks: EBI, IXUS, SPYG, VUG, JMUB, SCHF, LIN, QQQ, VZ, JHMM.
Sold out of its positions in JMUB, VZ, LIN.
Hill Island Financial was a net buyer of stock by $6.5M.
Hill Island Financial has $418M in assets under management (AUM), dropping by 4.32%.
Central Index Key (CIK): 0001909798

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Portfolio Holdings for Hill Island Financial

Hill Island Financial holds 80 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Rbb Fund Trust Longview Advantg (EBI)	15.9	$66M	-3%	1.2M	56.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.5	$65M		103k	627.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	13.9	$58M	+2%	1.2M	46.80	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.9	$37M	+6%	1.1M	34.46	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.7	$24M	+2%	94k	252.92	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.9	$20M	+3%	595k	34.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.7	$20M	+3%	280k	69.67	View chart
Ea Series Trust Alpha Architect (CAOS)	2.9	$12M	+16%	137k	89.78	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.6	$11M	-3%	446k	24.04	View chart
Dimensional Etf Trust International (DFSI)	2.0	$8.5M	+3%	199k	42.84	View chart
Ishares Tr Core Msci Total (IXUS)	1.9	$8.0M	-9%	95k	84.64	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$7.5M	-7%	15k	487.87	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$6.9M	+6%	73k	93.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$6.1M	-3%	10k	614.33	View chart
NVIDIA Corporation (NVDA)	1.4	$5.7M	+17%	31k	186.50	View chart
Microsoft Corporation (MSFT)	1.3	$5.5M		12k	483.61	View chart
Apple (AAPL)	1.3	$5.5M		20k	271.86	View chart
Spdr Series Trust State Street Spd (SPYG)	1.1	$4.8M	-14%	45k	106.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$4.3M		6.3k	684.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$3.1M		10k	313.79	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.6	$2.3M		56k	41.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.8M	+2%	5.7k	313.01	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.4	$1.7M	-2%	34k	50.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.6M		21k	73.56	View chart
Broadcom (AVGO)	0.4	$1.5M	+6%	4.4k	346.11	View chart
Amazon (AMZN)	0.3	$1.4M	+4%	6.0k	230.81	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$1.4M	-10%	21k	65.48	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$1.3M	+11%	30k	43.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.2M		14k	89.46	View chart
Spdr Series Trust State Street Spd (SPTI)	0.3	$1.1M	-11%	39k	28.84	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$1.1M	+100%	7.5k	143.97	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.0M	+2%	11k	95.09	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$1.0M		7.9k	128.83	View chart
Fifth Third Ban (FITB)	0.2	$1.0M	+2%	21k	46.81	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$973k	-12%	20k	48.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$955k	+11%	3.7k	257.96	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$861k	-11%	37k	23.37	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$839k	+14%	7.9k	106.71	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$753k	-14%	16k	46.54	View chart
Cloudflare Cl A Com (NET)	0.2	$725k	NEW	3.7k	197.15	View chart
JPMorgan Chase & Co. (JPM)	0.2	$709k		2.2k	322.22	View chart
salesforce (CRM)	0.2	$697k	-10%	2.6k	264.87	View chart
McDonald's Corporation (MCD)	0.2	$690k	+16%	2.3k	305.61	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.1	$597k		14k	42.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$533k		1.1k	473.30	View chart
Eli Lilly & Co. (LLY)	0.1	$527k	+54%	490.00	1074.88	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$485k		11k	45.98	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$484k	NEW	20k	24.16	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$475k	+3%	27k	17.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$451k		8.4k	53.76	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$429k	NEW	4.3k	100.25	View chart
Visa Com Cl A (V)	0.1	$425k	+3%	1.2k	350.68	View chart
Advanced Micro Devices (AMD)	0.1	$422k	+3%	2.0k	214.16	View chart
Parnassus Income Fds Value Select Etf (PRVS)	0.1	$418k	+6%	15k	28.01	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$388k	+20%	6.8k	57.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$369k	-2%	541.00	682.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$360k		715.00	502.91	View chart
Abbott Laboratories (ABT)	0.1	$357k	-3%	2.9k	125.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$329k		437.00	753.78	View chart
Wal-Mart Stores (WMT)	0.1	$325k	-2%	2.9k	111.40	View chart
Home Depot (HD)	0.1	$321k		934.00	344.10	View chart
Tesla Motors (TSLA)	0.1	$318k	NEW	707.00	449.72	View chart
Walt Disney Company (DIS)	0.1	$308k		2.7k	113.77	View chart
Mastercard Incorporated Cl A (MA)	0.1	$299k	+5%	524.00	570.88	View chart
Deere & Company (DE)	0.1	$293k	+4%	629.00	465.49	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$293k	-26%	3.7k	79.84	View chart
Bank of America Corporation (BAC)	0.1	$277k		5.0k	55.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$267k		9.0k	29.61	View chart
Johnson & Johnson (JNJ)	0.1	$260k		1.3k	206.95	View chart
Palo Alto Networks (PANW)	0.1	$255k		1.4k	184.20	View chart
Emerson Electric (EMR)	0.1	$251k		1.9k	132.72	View chart
Palantir Technologies Cl A (PLTR)	0.1	$244k	NEW	1.4k	177.75	View chart
Abbvie (ABBV)	0.1	$231k	-13%	1.0k	228.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$231k	-16%	4.6k	50.29	View chart
Oracle Corporation (ORCL)	0.1	$216k	-5%	1.1k	194.91	View chart
Costco Wholesale Corporation (COST)	0.1	$216k	+6%	250.00	863.60	View chart
Netflix (NFLX)	0.1	$213k	+881%	2.3k	93.76	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.0	$205k	-2%	5.2k	39.11	View chart
Micron Technology (MU)	0.0	$202k	NEW	708.00	285.41	View chart
International Business Machines (IBM)	0.0	$201k	NEW	678.00	296.05	View chart

Past Filings by Hill Island Financial

SEC 13F filings are viewable for Hill Island Financial going back to 2021

Hill Island Financial 2025 Q4 filed Jan. 22, 2026
Hill Island Financial 2025 Q3 filed Nov. 7, 2025
Hill Island Financial 2025 Q2 filed July 22, 2025
Hill Island Financial 2025 Q1 filed April 22, 2025
Hill Island Financial 2024 Q4 filed Feb. 11, 2025
Hill Island Financial 2024 Q3 filed Oct. 24, 2024
Hill Island Financial 2024 Q2 filed Aug. 9, 2024
Hill Island Financial 2024 Q1 filed May 10, 2024
Hill Island Financial 2023 Q4 filed Jan. 18, 2024
Hill Island Financial 2023 Q3 filed Oct. 16, 2023
Hill Island Financial 2023 Q2 filed Aug. 9, 2023
Hill Island Financial 2023 Q1 filed May 4, 2023
Hill Island Financial 2022 Q4 filed Feb. 13, 2023
Hill Island Financial 2022 Q3 filed Nov. 8, 2022
Hill Island Financial 2022 Q2 filed Aug. 15, 2022
Hill Island Financial 2022 Q1 filed April 12, 2022

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