HILL ISLAND FINANCIAL LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, HILL ISLAND FINANCIAL LLC held in its portfolio 79 assets valued at $417,883,172 (i.e. $417.88M).
The most valuable assets in the portfolio included: RBB FUND TRUST ($66.44M), VANGUARD INDEX FDS ($64.65M), and DIMENSIONAL ETF TRUST ($57.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 79 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HILL ISLAND FINANCIAL LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| RBB FUND TRUST | 1174242 | 66442462 | LONGVIEW ADVANTG |
| VANGUARD INDEX FDS | 103094 | 64653143 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 1238373 | 57955870 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 1079270 | 37191659 | INTL CORE EQUITY |
| INVESCO EXCH TRADED FD TR II | 93637 | 23682657 | NASDAQ 100 ETF |
| DIMENSIONAL ETF TRUST | 594638 | 20342554 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 280214 | 19522521 | US SMALL CAP ETF |
| EA SERIES TRUST | 136454 | 12250363 | ALPHA ARCHITECT |
| SCHWAB STRATEGIC TR | 446269 | 10728301 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 198493 | 8504433 | INTERNATIONAL |
| ISHARES TR | 94518 | 8000014 | CORE MSCI TOTAL |
| VANGUARD INDEX FDS | 15389 | 7507796 | GROWTH ETF |
| AMERICAN CENTY ETF TR | 73019 | 6861578 | INTL SMCP VLU |
| INVESCO QQQ TR | 9962 | 6119972 | UNIT SER 1 |
| SPDR SERIES TRUST | 84230 | 5920778 | STATE STREET SPD |
| NVIDIA CORPORATION | 30556 | 5698676 | COM |
| MICROSOFT CORP | 11456 | 5540290 | COM |
| APPLE INC | 20306 | 5520303 | COM |
| ISHARES TR | 6308 | 4320908 | CORE S&P500 ETF |
| ALPHABET INC | 9990 | 3134783 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 55524 | 2303136 | EMERGING MARKETS |
| ALPHABET INC | 5711 | 1787592 | CAP STK CL A |
| ISHARES U S ETF TR | 34154 | 1718627 | SHORT MATURITY M |
| VANGUARD INTL EQUITY INDEX F | 21394 | 1573733 | ALLWRLD EX US |
| BROADCOM INC | 4394 | 1520826 | COM |
| AMAZON COM INC | 6014 | 1388106 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 20731 | 1357443 | MULTIFACTOR MI |
| DIMENSIONAL ETF TRUST | 29926 | 1299688 | US SUSTAINABILTY |
| ISHARES TR | 13776 | 1232380 | CORE MSCI EAFE |
| SELECT SECTOR SPDR TR | 7545 | 1086235 | STATE STREET TEC |
| ISHARES TR | 10756 | 1022758 | ESG AW MSCI EAFE |
| ISHARES TR | 7862 | 1012832 | ESG MSCI KLD 400 |
| FIFTH THIRD BANCORP | 21449 | 1004029 | COM |
| ISHARES TR | 19967 | 973383 | CORE 1 5 YR USD |
| VANGUARD INDEX FDS | 3703 | 955244 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 36847 | 861111 | US AGGREGATE B |
| ISHARES TR | 7866 | 839350 | SHRT NAT MUN ETF |
| ISHARES TR | 16171 | 752598 | CORE UNIVRSL USD |
| CLOUDFLARE INC | 3677 | 724921 | CL A COM |
| JPMORGAN CHASE & CO. | 2200 | 708884 | COM |
| SALESFORCE INC | 2631 | 696876 | COM |
| MCDONALDS CORP | 2258 | 690078 | COM |
| INVESCO EXCH TRADED FD TR II | 14086 | 596926 | ESG NASDAQ 100 |
| ISHARES TR | 1126 | 532936 | RUS 1000 GRW ETF |
| ELI LILLY & CO | 490 | 526691 | COM |
| ISHARES TR | 10539 | 484562 | ESG AWARE MSCI |
| INVESCO EXCH TRADED FD TR II | 20039 | 484135 | CALIF AMT MUN |
| HUNTINGTON BANCSHARES INC | 27377 | 474986 | COM |
| VANGUARD INTL EQUITY INDEX F | 8383 | 450691 | FTSE EMR MKT ETF |
| VANGUARD CALIF TAX FREE FDS | 4278 | 428863 | TAX EXEMPT BD FD |
| VISA INC | 1213 | 425370 | COM CL A |
| ADVANCED MICRO DEVICES INC | 1969 | 421681 | COM |
| PARNASSUS INCOME FDS | 14910 | 417586 | VALUE SELECT ETF |
| ISHARES TR | 6760 | 388443 | CALIF MUN BD ETF |
| SPDR S&P 500 ETF TR | 541 | 369084 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 715 | 359578 | CL B NEW |
| ABBOTT LABS | 2852 | 357320 | COM |
| VANGUARD WORLD FD | 437 | 329402 | INF TECH ETF |
| WALMART INC | 2920 | 325291 | COM |
| HOME DEPOT INC | 934 | 321389 | COM |
| TESLA INC | 707 | 317952 | COM |
| DISNEY WALT CO | 2705 | 307748 | COM |
| MASTERCARD INCORPORATED | 524 | 299141 | CL A |
| DEERE & CO | 629 | 292795 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 3664 | 292537 | MLTFCTR LRG CAP |
| BANK AMERICA CORP | 5033 | 276804 | COM |
| SCHWAB STRATEGIC TR | 9001 | 266510 | US LCAP VA ETF |
| JOHNSON & JOHNSON | 1257 | 260136 | COM |
| PALO ALTO NETWORKS INC | 1384 | 254933 | COM |
| EMERSON ELEC CO | 1893 | 251239 | COM |
| PALANTIR TECHNOLOGIES INC | 1374 | 244229 | CL A |
| ABBVIE INC | 1012 | 231336 | COM |
| VANGUARD MUN BD FDS | 4588 | 230742 | TAX EXEMPT BD |
| ORACLE CORP | 1110 | 216350 | COM |
| COSTCO WHSL CORP NEW | 250 | 215899 | COM |
| NETFLIX INC | 2276 | 213398 | COM |
| HARTFORD FDS EXCHANGE TRADED | 5237 | 204807 | MUN OPORTUNITE |
| MICRON TECHNOLOGY INC | 708 | 202070 | COM |
| INTERNATIONAL BUSINESS MACHS | 678 | 200721 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.