HILL ISLAND FINANCIAL LLC

Est. AUM

$411.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	RBB FUND TRUST	LONGVIEW ADVANTG	$66.9M	1155788	16.25%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$62.4M	104431	15.16%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$56.9M	1260926	13.82%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$39.0M	1096790	9.47%	SOLE
5	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$22.9M	96357	5.56%	SOLE
6	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$21.4M	599600	5.20%	SOLE
7	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$20.2M	284662	4.92%	SOLE
8	EA SERIES TRUST	ALPHA ARCHITECT	$12.1M	133831	2.95%	SOLE
9	SCHWAB STRATEGIC TR	INTL EQTY ETF	$10.7M	430965	2.59%	SOLE
10	DIMENSIONAL ETF TRUST	INTERNATIONAL	$8.2M	193609	1.99%	SOLE
11	ISHARES TR	CORE MSCI TOTAL	$7.9M	91017	1.92%	SOLE
12	AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.9M	69147	1.68%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$6.5M	14901	1.58%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$5.7M	9905	1.39%	SOLE
15	APPLE INC	COM	$5.2M	20464	1.26%	SOLE
16	NVIDIA CORPORATION	COM	$4.6M	26269	1.11%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$4.4M	44449	1.06%	SOLE
18	ISHARES TR	CORE S&P500 ETF	$4.1M	6303	1.00%	SOLE
19	MICROSOFT CORP	COM	$3.8M	10157	0.91%	SOLE
20	ALPHABET INC	CAP STK CL C	$2.9M	10201	0.71%	SOLE
21	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$2.3M	55204	0.57%	SOLE
22	ISHARES U S ETF TR	SHORT MATURITY M	$1.7M	34154	0.42%	SOLE
23	ALPHABET INC	CAP STK CL A	$1.6M	5699	0.40%	SOLE
24	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.6M	21394	0.39%	SOLE
25	BROADCOM INC	COM	$1.3M	4350	0.33%	SOLE
26	AMAZON COM INC	COM	$1.3M	6415	0.32%	SOLE
27	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.3M	31869	0.32%	SOLE
28	ISHARES TR	CORE MSCI EAFE	$1.2M	13668	0.30%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	41668	0.29%	SOLE
30	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$1.1M	16964	0.28%	SOLE
31	ISHARES TR	ESG AW MSCI EAFE	$1.1M	11240	0.26%	SOLE
32	ISHARES TR	ESG MSCI KLD 400	$998K	8237	0.24%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET TEC	$987K	7425	0.24%	SOLE
34	FIFTH THIRD BANCORP	COM	$985K	21196	0.24%	SOLE
35	ISHARES TR	CORE 1 5 YR USD	$968K	19983	0.24%	SOLE
36	VANGUARD INDEX FDS	SMALL CP ETF	$877K	3347	0.21%	SOLE
37	ISHARES TR	SHRT NAT MUN ETF	$877K	8238	0.21%	SOLE
38	SCHWAB STRATEGIC TR	US AGGREGATE B	$835K	35981	0.20%	SOLE
39	ISHARES TR	CORE UNIVRSL USD	$760K	16448	0.18%	SOLE
40	CLOUDFLARE INC	CL A COM	$759K	3676	0.18%	SOLE
41	MCDONALDS CORP	COM	$742K	2388	0.18%	SOLE
42	JPMORGAN CHASE & CO	COM	$606K	2061	0.15%	SOLE
43	INVESCO EXCH TRADED FD TR II	ESG NASDAQ 100	$597K	15086	0.15%	SOLE
44	ISHARES TR	ESG AWARE MSCI	$520K	11056	0.13%	SOLE
45	ISHARES TR	RUS 1000 GRW ETF	$480K	1126	0.12%	SOLE
46	INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$478K	20039	0.12%	SOLE
47	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$453K	8383	0.11%	SOLE
48	SALESFORCE INC	COM	$448K	2399	0.11%	SOLE
49	ELI LILLY & CO	COM	$444K	483	0.11%	SOLE
50	HUNTINGTON BANCSHARES INC	COM	$425K	27149	0.10%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.