Hill Investment Group Partners, LLC
CIK 0001979028
Annualised vol
0.330951%
Beta
0.014526
HHI
2011.783269
Top-10 weight
86.420402%
VaR 95%
0.031054%
VaR 99%
0.057475%
Max drawdown
0.458485%
Matched value
1.391313%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| DELL | NEW | 8,163 | - | - | 3,522,008 |
| BSM | UNCHANGED | 177,487 | 177,487 | 0.0% | 2,479,493 |
| AAPL | ADDED | 8,198 | 6,429 | 27.52% | 2,372,173 |
| NVDA | REDUCED | 10,633 | 10,636 | -0.03% | 2,127,557 |
| GOOGL | ADDED | 3,212 | 3,061 | 4.93% | 1,144,503 |
| MSFT | ADDED | 2,506 | 2,439 | 2.75% | 934,788 |
| LMT | UNCHANGED | 1,523 | 1,523 | 0.0% | 775,908 |
| MRK | ADDED | 5,614 | 5,530 | 1.52% | 721,399 |
| IREN | NEW | 12,000 | - | - | 548,760 |
| LLY | UNCHANGED | 369 | 369 | 0.0% | 442,590 |
| AMZN | ADDED | 1,288 | 1,186 | 8.6% | 306,982 |
| COST | REDUCED | 287 | 305 | -5.9% | 268,480 |
| PLBY | UNCHANGED | 207,653 | 207,653 | 0.0% | 253,337 |
| NCMI | UNCHANGED | 58,575 | 58,575 | 0.0% | 222,585 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | RBB FUND TRUST | LONGVIEW ADVANTG | 75526L852 | 407,651,868 | 41.58 | 6276328.0 | |
| - | RBB FUND TRUST | LONGVIEW ADV FXD | 75526L662 | 94,878,698 | 9.68 | 960440.0 | |
| - | DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | 75,478,942 | 7.7 | 2025737.0 | |
| - | DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 56,462,736 | 5.76 | 1389339.0 | |
| - | AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | 50,937,654 | 5.2 | 494300.0 | |
| - | AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 35,823,582 | 3.65 | 287140.0 | |
| - | DIMENSIONAL ETF TRUST | INTL COR FIX ETF | 25434V575 | 35,409,278 | 3.61 | 660685.0 | |
| - | DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | 31,747,250 | 3.24 | 769537.0 | |
| - | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 31,288,350 | 3.19 | 579199.0 | |
| - | AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | 27,626,907 | 2.82 | 667155.0 | |
| - | DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | 20,426,243 | 2.08 | 460465.0 | |
| - | AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | 17,312,733 | 1.77 | 365402.0 | |
| - | AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 15,331,922 | 1.56 | 158896.0 | |
| - | DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | 14,066,970 | 1.43 | 350535.0 | |
| - | AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | 11,986,696 | 1.22 | 134380.0 | |
| - | EA SERIES TRUST | BRID OMN SMA ETF | 02072L532 | 5,976,241 | 0.61 | 204738.0 | |
| - | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V815 | 5,138,473 | 0.52 | 132469.0 | |
| - | DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 4,821,572 | 0.49 | 68978.0 | |
| DELL | NEW | DELL TECHNOLOGIES INC | CL C | 24703L202 | 3,522,008 | 0.36 | 8163.0 |
| BSM | UNCHANGED | BLACK STONE MINERALS L P | COM UNIT | 09225M101 | 2,479,493 | 0.25 | 177487.0 |
| AAPL | ADDED | APPLE INC | COM | 037833100 | 2,372,173 | 0.24 | 8198.0 |
| - | AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 | 2,362,510 | 0.24 | 26689.0 | |
| - | EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | 2,324,237 | 0.24 | 19850.0 | |
| NVDA | REDUCED | NVIDIA CORPORATION | COM | 67066G104 | 2,127,557 | 0.22 | 10633.0 |
| - | DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | 1,945,915 | 0.2 | 67170.0 | |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,768,536 | 0.18 | 2575.0 | |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,163,907 | 0.12 | 2326.0 | |
| - | VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,111,206 | 0.11 | 12900.0 | |
| - | DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | 1,061,370 | 0.11 | 25145.0 | |
| MSFT | ADDED | MICROSOFT CORP | COM | 594918104 | 934,788 | 0.1 | 2506.0 |
| - | STIFEL FINL CORP | COM | 860630102 | 891,521 | 0.09 | 12778.0 | |
| - | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 861,337 | 0.09 | 23380.0 | |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL A | 02079K305 | 849,826 | 0.09 | 2378.0 |
| LMT | UNCHANGED | LOCKHEED MARTIN CORP | COM | 539830109 | 775,908 | 0.08 | 1523.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 748,850 | 0.08 | 1.0 | |
| MRK | ADDED | MERCK & CO INC | COM | 58933Y105 | 721,399 | 0.07 | 5614.0 |
| - | VANGUARD INDEX FDS | VALUE ETF | 922908744 | 599,237 | 0.06 | 2750.0 | |
| - | SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | 591,328 | 0.06 | 11420.0 | |
| - | DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | 560,142 | 0.06 | 12420.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 555,837 | 0.06 | 7801.0 | |
| IREN | NEW | IREN LIMITED | ORDINARY SHARES | Q4982L109 | 548,760 | 0.06 | 12000.0 |
| - | EXXON MOBIL CORP | COM | 30231G102 | 535,122 | 0.05 | 3914.0 | |
| - | AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 495,926 | 0.05 | 3872.0 | |
| - | INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 495,052 | 0.05 | 672.0 | |
| - | ISHARES TR | CORE MSCI EAFE | 46432F842 | 491,109 | 0.05 | 5085.0 | |
| - | DIMENSIONAL ETF TRUST | EMER MARK SU ETF | 25434V682 | 456,290 | 0.05 | 9335.0 | |
| LLY | UNCHANGED | ELI LILLY & CO | COM | 532457108 | 442,590 | 0.05 | 369.0 |
| - | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 412,902 | 0.04 | 1745.0 | |
| - | VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 410,728 | 0.04 | 1355.0 | |
| - | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 351,515 | 0.04 | 4269.0 | |
| - | AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 025072695 | 341,608 | 0.03 | 7333.0 | |
| - | TRUIST FINL CORP | COM | 89832Q109 | 311,973 | 0.03 | 6262.0 | |
| AMZN | ADDED | AMAZON COM INC | COM | 023135106 | 306,982 | 0.03 | 1288.0 |
| - | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 304,840 | 0.03 | 1929.0 | |
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 298,028 | 0.03 | 805.0 | |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL C | 02079K107 | 294,677 | 0.03 | 834.0 |
| - | TORONTO DOMINION BK ONT | COM NEW | 891160509 | 291,189 | 0.03 | 2398.0 | |
| COST | REDUCED | COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 268,480 | 0.03 | 287.0 |
| PLBY | UNCHANGED | PLAYBOY INC | COM | 72814P109 | 253,337 | 0.03 | 207653.0 |
| NCMI | UNCHANGED | NATIONAL CINEMEDIA INC | COM NEW | 635309206 | 222,585 | 0.02 | 58575.0 |
| - | AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | 216,975 | 0.02 | 2189.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | 980,445,868 | 61 | 0.330951 | 0.014526 | 0.458485 |
| 2026-03-31 | 2026-05-12 | 905,586,173 | 50 | 0.20533 | 0.009703 | 0.317842 |
| 2025-12-31 | 2026-02-17 | 840,637,862 | 50 | 0.240479 | 0.011336 | 0.360791 |
| 2025-09-30 | 2025-11-14 | 820,306,792 | 54 | 0.229762 | 0.010759 | 0.353692 |
| 2025-03-31 | 2025-05-14 | 728,164,456 | 50 | 0.162268 | 0.007647 | 0.231765 |
| 2024-12-31 | 2025-02-14 | 746,214,838 | 80 | 0.518623 | 0.024505 | 0.717154 |