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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 60.26% of Hill Island Financial's stock portfolio.
Added to shares of these 10 stocks: DFAU, VOO, QQQM, DFIC, DFAS, VZ, LIN, INTC, CAT, AMP.
Started 7 new stock positions in LIN, VZ, AMGN, INTC, AMP, CAT, LRCX.
Reduced shares in these 10 stocks: EBI, NVDA, MSFT, AVDV, SCHF, IXUS, JHMM, PLTR, CAOS, .
Sold out of its positions in IBM, ORCL, PLTR.
Hill Island Financial was a net buyer of stock by $592k.
Hill Island Financial has $412M in assets under management (AUM), dropping by -1.50%.
Central Index Key (CIK): 0001909798

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Portfolio Holdings for Hill Island Financial

Hill Island Financial holds 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Rbb Fund Trust Longview Advantg (EBI)	16.2	$67M		1.2M	57.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.2	$62M		104k	597.55	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	13.8	$57M		1.3M	45.12	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.5	$39M		1.1M	35.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.6	$23M	+2%	96k	237.62	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	5.2	$21M		600k	35.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.9	$20M		285k	71.13	View chart
Ea Series Trust Alpha Architect (CAOS)	3.0	$12M		134k	90.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.6	$11M	-3%	431k	24.75	View chart
Dimensional Etf Trust International (DFSI)	2.0	$8.2M	-2%	194k	42.40	View chart
Ishares Tr Core Msci Total (IXUS)	1.9	$7.9M	-3%	91k	86.64	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$6.9M	-5%	69k	99.86	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$6.5M	-3%	15k	436.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$5.7M		9.9k	577.17	View chart
Apple (AAPL)	1.3	$5.2M		21k	253.79	View chart
NVIDIA Corporation (NVDA)	1.1	$4.6M	-14%	26k	174.40	View chart
Spdr Series Trust State Street Spd (SPYG)	1.1	$4.4M		44k	97.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$4.1M		6.3k	653.26	View chart
Microsoft Corporation (MSFT)	0.9	$3.8M	-11%	10k	370.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.9M	+2%	10k	286.85	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.6	$2.3M		55k	42.37	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.4	$1.7M		34k	50.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.6M		5.7k	287.57	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.6M		21k	75.10	View chart
Broadcom (AVGO)	0.3	$1.3M		4.4k	309.53	View chart
Amazon (AMZN)	0.3	$1.3M	+6%	6.4k	208.26	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$1.3M	+6%	32k	41.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.2M		14k	90.53	View chart
Spdr Series Trust State Street Spd (SPTI)	0.3	$1.2M	+5%	42k	28.66	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$1.1M	-18%	17k	67.12	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$1.1M	+4%	11k	95.62	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$998k	+4%	8.2k	121.19	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$987k		7.4k	132.90	View chart
Fifth Third Ban (FITB)	0.2	$985k		21k	46.46	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$968k		20k	48.46	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$877k	+4%	8.2k	106.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$877k	-9%	3.3k	261.94	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$836k	-2%	36k	23.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$760k		16k	46.19	View chart
Cloudflare Cl A Com (NET)	0.2	$759k		3.7k	206.34	View chart
McDonald's Corporation (MCD)	0.2	$742k	+5%	2.4k	310.77	View chart
JPMorgan Chase & Co. (JPM)	0.1	$606k	-6%	2.1k	294.16	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.1	$597k	+7%	15k	39.56	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$520k	+4%	11k	47.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$480k		1.1k	426.40	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$478k		20k	23.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$453k		8.4k	54.05	View chart
salesforce (CRM)	0.1	$448k	-8%	2.4k	186.70	View chart
Eli Lilly & Co. (LLY)	0.1	$444k		483.00	919.94	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$425k		27k	15.65	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$424k		4.3k	99.07	View chart
Parnassus Income Fds Value Select Etf (PRVS)	0.1	$423k	+2%	15k	27.54	View chart
Advanced Micro Devices (AMD)	0.1	$414k	+3%	2.0k	203.43	View chart
Micron Technology (MU)	0.1	$393k	+64%	1.2k	337.84	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$384k		6.8k	56.86	View chart
Wal-Mart Stores (WMT)	0.1	$370k		3.0k	124.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$352k		541.00	649.92	View chart
Deere & Company (DE)	0.1	$351k		624.00	563.21	View chart
Tesla Motors (TSLA)	0.1	$350k	+33%	942.00	371.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$343k		715.00	479.44	View chart
Johnson & Johnson (JNJ)	0.1	$310k		1.3k	244.44	View chart
Home Depot (HD)	0.1	$306k		929.00	328.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$305k		437.00	697.72	View chart
Mastercard Incorporated Cl A (MA)	0.1	$300k	+14%	600.00	499.66	View chart
Visa Com Cl A (V)	0.1	$277k	-24%	915.00	302.15	View chart
Abbott Laboratories (ABT)	0.1	$266k	-9%	2.6k	102.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$261k	+14%	5.2k	49.89	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$256k	-10%	3.3k	78.27	View chart
Verizon Communications (VZ)	0.1	$253k	NEW	5.0k	50.20	View chart
Costco Wholesale Corporation (COST)	0.1	$249k		249.00	997.89	View chart
Emerson Electric (EMR)	0.1	$248k		1.9k	131.02	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$247k	-10%	8.1k	30.50	View chart
Netflix (NFLX)	0.1	$241k	+10%	2.5k	96.15	View chart
Linde SHS (LIN)	0.1	$240k	NEW	485.00	495.53	View chart
Bank of America Corporation (BAC)	0.1	$240k	-2%	4.9k	48.75	View chart
Intel Corporation (INTC)	0.1	$238k	NEW	5.4k	44.13	View chart
Caterpillar (CAT)	0.1	$225k	NEW	318.00	708.46	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$225k	+10%	5.8k	38.74	View chart
Walt Disney Company (DIS)	0.1	$225k	-13%	2.3k	96.37	View chart
Ameriprise Financial (AMP)	0.1	$220k	NEW	496.00	444.40	View chart
Palo Alto Networks (PANW)	0.1	$211k	-5%	1.3k	160.32	View chart
Amgen (AMGN)	0.0	$204k	NEW	580.00	351.85	View chart
Lam Research Corp Com New (LRCX)	0.0	$204k	NEW	954.00	213.66	View chart
Abbvie (ABBV)	0.0	$203k	-7%	932.00	217.45	View chart

Past Filings by Hill Island Financial

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

Hill Island Financial 2026 Q1 filed May 13, 2026
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

View all past filings

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