DOSSIER · 13F-HR · Q2 2026

Hill Investment Group Partners, LLC

$980M in tracked AUM across 61 positions as of Q2 2026.

HI
CIK 0001979028 · last filed Jun 30, 2026
Total AUM
$980M
as of Q2 2026
Holdings
61
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Hill Investment Group Partners, LLC reported a significant contraction in portfolio value during the third quarter of 2025, with total assets under management (AUM) decreasing by 18.1%, falling from approximately $767.90 million to $628.67 million. This reduction corresponds with a reduction in the number of holdings from the previous period to 33 current positions. The portfolio is characterized by a high degree of concentration, with the top ten holdings accounting for ...

Key Holdings

The portfolio exhibits extreme concentration in its single largest position. The RBB Fund Trust dominates the allocation, comprising 53.15% of the total portfolio value at $334.14 million. This position was actually increased during the quarter (+1.1%), indicating a strong conviction in this specific fund or a strategic mandate to maintain this core allocation.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
EBI
RBB FUND TRUST
$408M6.3M41.6%
02
LVIG
RBB FUND TRUST
$95M960K9.7%
03
DFIC
DIMENSIONAL ETF TRUST
$75M2.0M7.7%
04
DFEM
DIMENSIONAL ETF TRUST
$56M1.4M5.8%
05
AVDV
AMERICAN CENTY ETF TR
$51M494K5.2%
06
AVUV
AMERICAN CENTY ETF TR
$36M287K3.7%
07
DFGX
DIMENSIONAL ETF TRUST
$35M661K3.6%
08
DFIP
DIMENSIONAL ETF TRUST
$32M770K3.2%
09
DFIV
DIMENSIONAL ETF TRUST
$31M579K3.2%
10
AVIG
AMERICAN CENTY ETF TR
$28M667K2.8%

Filing history

2026Q2Jun 30
$980M 8.3%
61 positionsView →
2026Q1Mar 31
$906M 7.7%
50 positionsView →
2025Q4Dec 31
$841M 33.7%
50 positionsView →
2025Q3Sep 30
$629M 18.1%
33 positionsView →
2025Q2Jun 30
$768M 5.5%
51 positionsLocked
2025Q1Mar 31
$728M 2.4%
50 positionsLocked
2024Q4Dec 31
$746M 3.8%
80 positionsLocked
2024Q3Sep 30
$719M 3.2%
70 positionsLocked
2024Q2Jun 30
$743M 4.9%
71 positionsLocked
2024Q1Mar 31
$708M 4.2%
69 positionsLocked
2023Q4Dec 31
$679M 12.9%
68 positionsLocked
2023Q3Sep 30
$602M 8.4%
65 positionsLocked
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