Latest Hill Investment Group Partners, LLC Stock Portfolio
Hill Investment Group Partners, LLC Performance:
2025 Q2: 0.03%YTD: -0.08%2024: 0.41%
Performance for 2025 Q2 is 0.03%, and YTD is -0.08%, and 2024 is 0.41%.
About Hill Investment Group Partners, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Hill Investment Group Partners, LLC reported an equity portfolio of $767.9 Millions as of 30 Jun, 2025.
The top stock holdings of Hill Investment Group Partners, LLC are , DFAC, AEMB. The fund has invested 39.9% of it's portfolio in RBB FUND TRUST and 8.3% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in EA SERIES TRUST (BOB), DIMENSIONAL ETF TRUST (DFAC) and EXXON MOBIL CORP (XOM). Hill Investment Group Partners, LLC opened new stock positions in VANGUARD INDEX FDS (VB) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), NATIONAL CINEMEDIA INC (NCMI) and AMERICAN CENTY ETF TR (AEMB).
The top stock holdings of Hill Investment Group Partners, LLC are , DFAC, AEMB. The fund has invested 39.9% of it's portfolio in RBB FUND TRUST and 8.3% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in EA SERIES TRUST (BOB), DIMENSIONAL ETF TRUST (DFAC) and EXXON MOBIL CORP (XOM). Hill Investment Group Partners, LLC opened new stock positions in VANGUARD INDEX FDS (VB) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), NATIONAL CINEMEDIA INC (NCMI) and AMERICAN CENTY ETF TR (AEMB).
Hill Investment Group Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Hill Investment Group Partners, LLC made a return of 0.03% in the last quarter. In trailing 12 months, it's portfolio return was -0.08%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 1,232,860 |
| amazon com inc | 238,696 |
New stocks bought by Hill Investment Group Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 50.06 |
| dimensional etf trust | 36.72 |
| national cinemedia inc | 30.55 |
| american centy etf tr | 24.71 |
| american centy etf tr | 22.99 |
| american centy etf tr | 22.56 |
| vanguard bd index fds | 13.45 |
| dimensional etf trust | 7.33 |
Additions to existing portfolio by Hill Investment Group Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ea series trust | -61.67 |
| dimensional etf trust | -34.13 |
| exxon mobil corp | -17.55 |
| american centy etf tr | -14.99 |
| ishares tr | -13.07 |
| dimensional etf trust | -9.53 |
| american centy etf tr | -9.43 |
| vanguard index fds | -9.24 |
Hill Investment Group Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard index fds | -211,320 |
Hill Investment Group Partners, LLC got rid off the above stocks
Sector Distribution
Hill Investment Group Partners, LLC has about 98.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 98.8 |
Market Cap. Distribution
Hill Investment Group Partners, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 98.8 |
Stocks belong to which Index?
About 0% of the stocks held by Hill Investment Group Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99.1 |
Hill Investment Group Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Hill Investment Group Partners, LLC
Hill Investment Group Partners, LLC has 51 stocks in it's portfolio. About 87.2% of the portfolio is in top 10 stocks. BSM proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Hill Investment Group Partners, LLC last quarter.
Last Reported on: 12 Aug, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.18 | 6,803 | 1,395,770 | added | 6.68 | ||
| AAXJ | ishares tr | 0.07 | 8,556 | 543,135 | added | 1.34 | ||
| AEMB | american centy etf tr | 6.56 | 1,210,640 | 50,386,800 | reduced | -2.03 | ||
| AEMB | american centy etf tr | 5.35 | 518,512 | 41,107,600 | reduced | -9.43 | ||
| AEMB | american centy etf tr | 4.24 | 736,986 | 32,545,300 | reduced | -4.21 | ||
| AEMB | american centy etf tr | 2.97 | 249,975 | 22,772,700 | reduced | -14.99 | ||
| AEMB | american centy etf tr | 1.51 | 169,452 | 11,614,200 | added | 24.71 | ||
| AEMB | american centy etf tr | 1.35 | 139,843 | 10,349,800 | added | 5.44 | ||
| AEMB | american centy etf tr | 0.15 | 16,884 | 1,158,240 | added | 22.56 | ||
| AEMB | american centy etf tr | 0.06 | 4,194 | 422,839 | added | 22.99 | ||
| AEMB | american centy etf tr | 0.05 | 8,410 | 376,418 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.03 | 1,088 | 238,696 | new | |||
| BIV | vanguard bd index fds | 0.09 | 9,777 | 719,881 | added | 13.45 | ||
| BOB | ea series trust | 0.59 | 221,523 | 4,514,640 | reduced | -8.92 | ||
| BOB | ea series trust | 0.36 | 24,506 | 2,761,340 | reduced | -61.67 | ||
| BSM | black stone minerals l p | 0.30 | 177,487 | 2,321,530 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.04 | 308 | 304,902 | added | 4.05 | ||
| CWI | spdr index shs fds | 0.07 | 12,002 | 512,965 | unchanged | 0.00 | ||
| DFAC | dimensional etf trust | 8.29 | 2,047,490 | 63,656,500 | reduced | -6.71 | ||
| DFAC | dimensional etf trust | 6.34 | 912,547 | 48,693,500 | added | 0.27 | ||