DOSSIER · 13F-HR · Q1 2026

HILL ISLAND FINANCIAL LLC

HILL ISLAND FINANCIAL's holding co. based in Boston, MA $412M in tracked AUM across 84 positions as of Q1 2026.

HI
HILL ISLAND FINANCIAL·Boston, MA·Holding Co.
CIK 0001909798 · last filed Mar 31, 2026
Total AUM
$412M
12.6%
vs prior
Holdings
84
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: HILL ISLAND FINANCIAL LLC
1. Portfolio Overview

Hill Island Financial LLC reported a significant expansion in its investment portfolio during the quarter ending December 31, 2025. The total portfolio value surged by 50.6%, rising from $277.45M to $417.88M. This substantial growth is attributable to a combination of asset appreciation and aggressive capital deployment, evidenced by a high turnover rate. The manager currently holds **80 p...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EBI
RBB FUND TRUST
$67M1.2M16.2%
02
VOO
VANGUARD INDEX FDS
$62M104K15.2%
03
DFAU
DIMENSIONAL ETF TRUST
$57M1.3M13.8%
04
DFIC
DIMENSIONAL ETF TRUST
$39M1.1M9.5%
05
QQQM
INVESCO EXCH TRADED FD TR II
$23M96K5.6%
06
DFLV
DIMENSIONAL ETF TRUST
$21M600K5.2%
07
DFAS
DIMENSIONAL ETF TRUST
$20M285K4.9%
08
CAOS
EA SERIES TRUST
$12M134K3.0%
09
SCHF
SCHWAB STRATEGIC TR
$11M431K2.6%
10
DFSI
DIMENSIONAL ETF TRUST
$8M194K2.0%

Filing history

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