Hill Investment Group Partners, LLC

CIK: 0001979028SEC EDGAR →

Portfolio Value

$840.6M

Holdings

50

As of

Q4 2025

New Positions

4

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

RBB FUND TRUST

6,222,631$352.1M
41.88%
2

DIMENSIONAL ETF TRUST

2,031,046$70.0M
8.33%
3

AMERICAN CENTY ETF TR

1,385,146$58.1M
6.91%
4

DIMENSIONAL ETF TRUST

974,270$51.3M
6.10%
5

DIMENSIONAL ETF TRUST

1,452,492$48.0M
5.72%
6

AMERICAN CENTY ETF TR

509,015$47.8M
5.69%
7

DIMENSIONAL ETF TRUST

802,608$33.4M
3.97%
8

DIMENSIONAL ETF TRUST

600,089$29.9M
3.56%
9

AMERICAN CENTY ETF TR

253,668$25.9M
3.08%
10

DIMENSIONAL ETF TRUST

515,960$20.4M
2.43%

Quarterly Changes

Top Buys

EBI↑ Increased
$18.0M
AVIG↑ Increased
$4.1M
AVMU↑ Increased
$1.8M
AVUV↑ Increased
$1.7M
DFEM↑ Increased
$1.7M

Top Sells

AVRE↓ Decreased
$13.7M
DFIC↓ Decreased
$3.1M
DFAC↓ Decreased
$3.0M
AVDV↓ Decreased
$2.4M
DFIV↓ Decreased
$2.1M

New Positions (3)

$248K · 4K shares
$225K · 2K shares
$225K · 718 shares

Closed Positions (7)

$762K · 10K shares
$630K · 3K shares
$576K · 8K shares
$378K · 12K shares
$280K · 6K shares
$256K · 7K shares
$211K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services32$821.7M97.7%
Unknown4$7.4M0.9%
Technology3$4.9M0.6%
Energy2$2.8M0.3%
Communication Services3$1.1M0.1%
Healthcare2$973K0.1%
Industrials1$736K0.1%
Consumer Cyclical2$665K0.1%
Consumer Defensive1$263K0.0%