Hill Investment Group Partners, LLC — 13F Holdings & Portfolio
CIK 1979028 · latest 13F-HR filed 2026-05-12
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$905.6M
Long-equity book
Holdings
50
Distinct positions
Period
2026-03-31
Filed 2026-05-12
Q/Q Activity
+2 / −2 / ↑13 / ↓18
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$4.1M +15.9%
- AMERICAN CENTY ETF TR$2.7M +5.7%
- EA SERIES TRUST$436.4K +8.7%
- BLACK STONE MINERALS L P$324.8K +13.8%
- DIMENSIONAL ETF TRUST$292.6K +6.6%
Top Trims
- AMERICAN CENTY ETF TR-$27.3M -46.9%
- DIMENSIONAL ETF TRUST-$15.7M -30.6%
- DIMENSIONAL ETF TRUST-$2.8M -68.9%
- AMERICAN CENTY ETF TR-$2.1M -11.0%
- AMERICAN CENTY ETF TR-$1.9M -82.8%
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | RBB FUND TRUST | EBI | 75526L852 | $366.6M | 40.48% | 6,335,885 | SH |
| 2 | RBB FUND TRUST | LVIG | 75526L662 | $89.0M | 9.82% | 900,889 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $72.5M | 8.00% | 2,039,273 | SH |
| 4 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $50.5M | 5.58% | 506,111 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $49.7M | 5.49% | 1,438,629 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFGX | 25434V575 | $35.6M | 3.93% | 678,537 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFIP | 25434V856 | $33.0M | 3.65% | 791,225 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $31.3M | 3.46% | 593,757 | SH |
| 9 | AMERICAN CENTY ETF TR | AVIG | 025072562 | $30.8M | 3.40% | 741,653 | SH |
| 10 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $30.0M | 3.31% | 271,433 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $19.3M | 2.13% | 495,653 | SH |
| 12 | AMERICAN CENTY ETF TR | AVRE | 025072356 | $17.1M | 1.89% | 389,403 | SH |
| 13 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $14.0M | 1.55% | 356,150 | SH |
| 14 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $13.4M | 1.48% | 166,412 | SH |
| 15 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $11.6M | 1.28% | 136,528 | SH |
| 16 | EA SERIES TRUST | BSVO | 02072L532 | $5.5M | 0.60% | 215,339 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $4.7M | 0.52% | 134,617 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $4.3M | 0.48% | 69,156 | SH |
| 19 | BLACK STONE MINERALS L P | BSM | 09225M101 | $2.7M | 0.30% | 177,487 | SH |
| 20 | EA SERIES TRUST | BOXX | 02072L565 | $2.3M | 0.25% | 19,850 | SH |
| 21 | AMERICAN CENTY ETF TR | AVSU | 025072281 | $2.0M | 0.22% | 26,722 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $1.9M | 0.21% | 71,311 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.9M | 0.20% | 10,636 | SH |
| 24 | APPLE INC | AAPL | 037833100 | $1.6M | 0.18% | 6,429 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $1.2M | 0.14% | 29,389 | SH |
| 26 | VANGUARD INDEX FDS | VOO | 922908363 | $1.2M | 0.14% | 2,053 | SH |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.1M | 0.12% | 2,326 | SH |
| 28 | LOCKHEED MARTIN CORP | LMT | 539830109 | $920.5K | 0.10% | 1,523 | SH |
| 29 | MICROSOFT CORP | MSFT | 594918104 | $902.8K | 0.10% | 2,439 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $794.2K | 0.09% | 23,380 | SH |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.08% | 1 | SH |
| 32 | ALPHABET INC | GOOGL | 02079K305 | $678.1K | 0.07% | 2,358 | SH |
| 33 | MERCK & CO INC | MRK | 58933Y105 | $665.2K | 0.07% | 5,530 | SH |
| 34 | EXXON MOBIL CORP | XOM | 30231G102 | $664.0K | 0.07% | 3,914 | SH |
| 35 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $551.4K | 0.06% | 11,754 | SH |
| 36 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $519.8K | 0.06% | 12,259 | SH |
| 37 | ISHARES TR | IEFA | 46432F842 | $460.3K | 0.05% | 5,085 | SH |
| 38 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $430.5K | 0.05% | 3,872 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $404.3K | 0.04% | 9,542 | SH |
| 40 | AMERICAN CENTY ETF TR | AVMU | 025072695 | $385.1K | 0.04% | 8,410 | SH |
| 41 | ELI LILLY & CO | LLY | 532457108 | $339.4K | 0.04% | 369 | SH |
| 42 | PLAYBOY INC | PLBY | 72814P109 | $315.6K | 0.03% | 207,653 | SH |
| 43 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $303.9K | 0.03% | 305 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $303.7K | 0.03% | 4,269 | SH |
| 45 | TRUIST FINL CORP | TFC | 89832Q109 | $287.9K | 0.03% | 6,262 | SH |
| 46 | AMAZON COM INC | AMZN | 023135106 | $247.0K | 0.03% | 1,186 | SH |
| 47 | TORONTO DOMINION BK ONT | TD | 891160509 | $223.8K | 0.02% | 2,398 | SH |
| 48 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $214.2K | 0.02% | 314 | SH |
| 49 | ALPHABET INC | GOOG | 02079K107 | $201.7K | 0.02% | 703 | SH |
| 50 | NATIONAL CINEMEDIA INC | NCMI | 635309206 | $178.7K | 0.02% | 58,575 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $905.6M | 50 | 0001979028-26-000002 |
| 2025-12-31 | 2026-02-17 | $840.6M | 50 | 0001979028-26-000001 |
| 2025-09-30 | 2025-11-14 | $820.3M | 54 | 0001979028-25-000006 |