HILL ISLAND FINANCIAL LLC

Registered adviser

CIK

1909798

Location

GRAND RAPIDS, MI

Portfolio Value

Small $463,796,932

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,860 / 8,811 ▼ 44 · as of Jun 2026

Top Industry

Semiconductors 24.1%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 313469

Roster of Oct 1, 2026

Regulatory AUM

$623,847,941

Main clients

Individuals and high net worth (91% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$623,847,941	Individuals and high net worth (91%)
Apr 2025 to Mar 2026	$536,995,980	Individuals and high net worth (91%)
Apr 2024 to Mar 2025	$446,640,410	Individuals and high net worth (91%)
May 2023 to Mar 2024	$331,581,667	Individuals and high net worth (90%)
Apr 2023	$331,581,667	Individuals and high net worth (90%)
Apr 2022 to Mar 2023	$387,754,560	Individuals and high net worth (90%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.9% of the book (60%+)

Turnover

Low turnover

11.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 87.2%; sector active share 75.7% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

101 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

28.5%

−3.0 pts

Top 5

80.6%

+3.7 pts

Top 10

90.3%

+0.5 pts

HHI

1,630

Moderately concentrated−23

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.4%	$419,407,897	52
Technology	5.9%	$27,289,672	18
Communication Services	1.2%	$5,601,855	4
Financial Services	0.9%	$4,093,211	9
Healthcare	0.7%	$3,056,006	8
Consumer Cyclical	0.6%	$2,637,970	4
Industrials	0.2%	$961,085	3
Consumer Defensive	0.1%	$520,455	2
Basic Materials	0.0%	$228,781	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFIC	Dimensional International Core Equity 2 ETF	+98,551	1,237,834	$46,554,936
AVDV	Avantis International Small Cap Value ETF	+86,172	158,316	$17,316,604
EBI	Longview Advantage ETF	+66,369	1,175,297	$76,892,630
DFSI	Dimensional International Sustainability Core 1 ETF	+10,312	213,626	$9,649,486
CAOS	Alpha Architect Tail Risk ETF	+3,699	145,257	$13,153,021
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	+2,443	57,647	$2,787,232
AVSD	Avantis Responsible International Equity ETF	+1,794	16,610	$1,323,152
AAPL	Apple Inc.	+1,420	20,856	$6,945,465
ABT	Abbott Laboratories	+594	2,875	$284,136
MSFT	Microsoft Corp	+586	11,602	$5,950,665
PANW	Palo Alto Networks Inc	+180	1,493	$593,183
MA	Mastercard Inc	+167	653	$360,109
JPM	Jpmorgan Chase & Co	+127	2,186	$723,194
BAC	Bank Of America Corp /De/	+123	5,038	$274,218
V	Visa Inc.	+102	1,138	$408,917
AVGO	Broadcom Inc.	+61	4,416	$1,550,855
INTC	Intel Corp	+60	4,240	$509,775
ABBV	AbbVie Inc.	+50	899	$235,169
DIS	Walt Disney Co	+40	2,417	$253,543
SUB	iShares Short-Term National Muni Bond ETF	+30	8,486	$887,126
EMR	Emerson Electric Co	+28	1,915	$297,016
AMGN	Amgen Inc	+27	592	$249,533
LLY	ELI LILLY & Co	+12	480	$555,398
MU	Micron Technology Inc	+3	1,065	$1,134,342
LIN	Linde PLC	+2	482	$228,781
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAU	Dimensional US Core Equity Market ETF	−256,826	1,013,754	$53,080,159
DFAS	Dimensional U.S. Small Cap ETF	−83,237	206,647	$15,998,610
AVLV	Avantis U.S. Large Cap Value ETF	−51,064	186,367	$16,855,031
QQQM	Invesco Ltd.	−49,126	45,283	$0
VUG	VANGUARD GROWTH INDEX FUND	−21,395	65,742	$5,924,011
DFSU	Dimensional US Sustainability Core 1 ETF	−9,894	31,520	$1,486,798
QQMG		−8,587	9,575	$496,329
PRVS	Parnassus Value Select ETF	−6,548	13,700	$442,852
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−3,809	39,859	$4,905,845
DFLV	Dimensional US Large Cap Value ETF	−3,206	46,790	$1,879,554
VOO	VANGUARD 500 INDEX FUND	−2,812	101,637	$71,233,307
IXUS	iShares Core MSCI Total International Stock ETF	−2,767	82,359	$7,823,281
DSI	iShares ESG MSCI KLD 400 ETF	−2,173	8,081	$1,181,280
SCHZ	Schwab U.S. Aggregate Bond ETF	−2,090	40,336	$891,425
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	−1,541	42,077	$1,147,860
ISTB	iShares Core 1-5 Year USD Bond ETF	−1,235	19,849	$937,865
NET	Cloudflare, Inc.	−1,112	2,555	$887,300
QQQ	Invesco Qqq Trust, Series 1	−724	8,679	$6,420,463
SCHF	Schwab International Equity ETF	−661	419,248	$11,516,742
IUSB	iShares Core Universal USD Bond ETF	−543	16,913	$745,694
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	−434	12,843	$0
HMOP	Hartford Municipal Opportunities ETF	−236	5,477	$201,827
HD	Home Depot, Inc.	−129	764	$217,350
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−98	5,623	$266,305
WMT	Walmart Inc.	−90	2,827	$293,781
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
AVEM	Avantis Emerging Markets Equity ETF	265,288	$24,942,377
AVRE	Avantis Real Estate ETF	143,522	$6,365,200
SMTI	Sanara MedTech Inc.	24,291	$853,585
AVSE	Avantis Responsible Emerging Markets Equity ETF	9,368	$741,102
AVDE	Avantis International Equity ETF	7,352	$662,488
DFGR	Dimensional Global Real Estate ETF	19,300	$522,065
NUMV	Nuveen ESG Mid-Cap Value ETF	6,881	$291,272
DFCA	Dimensional California Municipal Bond ETF	5,200	$247,884
JCAL		5,050	$239,067
MRK	Merck & Co., Inc.	1,540	$223,777
VZ	Verizon Communications Inc	4,617	$211,781
ITA	iShares U.S. Aerospace & Defense ETF	1,274	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
PWZ	Invesco Ltd.	10,239	$250,957
VTEC	Vanguard California Tax-Exempt Bond ETF	2,478	$249,286
AMP	Ameriprise Financial Inc	491	$225,251
GLW	Corning Inc /Ny	874	$223,245
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 tracked positions · $463,796,932 total · filing declares 101 positions · $480,817,584 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EBI	Longview Advantage ETF	Added	1,175,297	+66,369	$76,892,630	+6.8%	16.58%
VOO	VANGUARD 500 INDEX FUND	Reduced	101,637	-2,812	$71,233,307	−0.7%	15.36%
DFAU	Dimensional US Core Equity Market ETF	Reduced	1,013,754	-256,826	$53,080,159	−19.2%	11.44%
DFIC	Dimensional International Core Equity 2 ETF	Added	1,237,834	+98,551	$46,554,936	+9.7%	10.04%
AVEM	Avantis Emerging Markets Equity ETF	NEW	265,288	NEW	$24,942,377	NEW	5.38%
AVDV	Avantis International Small Cap Value ETF	Added	158,316	+86,172	$17,316,604	+132.9%	3.73%
AVLV	Avantis U.S. Large Cap Value ETF	Reduced	186,367	-51,064	$16,855,031	−22.2%	3.63%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	206,647	-83,237	$15,998,610	−33.0%	3.45%
CAOS	Alpha Architect Tail Risk ETF	Added	145,257	+3,699	$13,153,021	+2.8%	2.84%
SCHF	Schwab International Equity ETF	Reduced	419,248	-661	$11,516,742	−1.0%	2.48%
DFSI	Dimensional International Sustainability Core 1 ETF	Added	213,626	+10,312	$9,649,486	+5.2%	2.08%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	82,359	-2,767	$7,823,281	−3.7%	1.69%
AAPL	Apple Inc. Technology	Added	20,856	+1,420	$6,945,465	+23.5%	1.50%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,679	-724	$6,420,463	−7.3%	1.38%
AVRE	Avantis Real Estate ETF	NEW	143,522	NEW	$6,365,200	NEW	1.37%
NVDA	Nvidia Corp Technology	Reduced	26,130	-10	$5,967,569	+14.1%	1.29%
MSFT	Microsoft Corp Technology	Added	11,602	+586	$5,950,665	+44.8%	1.28%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	65,742	-21,395	$5,924,011	−21.1%	1.28%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	39,859	-3,809	$4,905,845	−5.6%	1.06%
IVV	iShares Core S&P 500 ETF	Reduced	6,299	-4	$4,824,089	+2.2%	1.04%
GOOG	Alphabet Inc. Communication Services	Reduced	9,446	-55	$3,218,630	−4.1%	0.69%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Added	57,647	+2,443	$2,787,232	+3.3%	0.60%
GOOGL	Alphabet Inc. Communication Services	Held	5,574	0	$1,917,901	−3.7%	0.41%
DFLV	Dimensional US Large Cap Value ETF	Reduced	46,790	-3,206	$1,879,554	−4.9%	0.41%
VEU	Vanguard International Equity Index Funds	Held	21,394	0	$1,775,060	−0.9%	0.38%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,244	-21	$1,555,692	+4.2%	0.34%
AVGO	Broadcom Inc. Technology	Added	4,416	+61	$1,550,855	−5.7%	0.33%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	31,520	-9,894	$1,486,798	−23.0%	0.32%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Held	7,430	0	$1,454,422	+2.7%	0.31%
IEFA	iShares Core MSCI EAFE ETF	Held	13,665	0	$1,323,865	+0.3%	0.29%
AVSD	Avantis Responsible International Equity ETF	Added	16,610	+1,794	$1,323,152	+11.8%	0.29%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,039	-11	$1,247,378	+4.7%	0.27%
JHMM	John Hancock Multifactor Mid Cap ETF	Reduced	16,523	-7	$1,181,394	−4.7%	0.25%
DSI	iShares ESG MSCI KLD 400 ETF	Reduced	8,081	-2,173	$1,181,280	−19.1%	0.25%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Reduced	42,077	-1,541	$1,147,860	−7.3%	0.25%
MU	Micron Technology Inc Technology	Added	1,065	+3	$1,134,342	−7.5%	0.24%
FITB	Fifth Third Bancorp Financial Services	Held	21,131	0	$1,068,805	−10.3%	0.23%
VB	Vanguard Index Funds	Reduced	3,345	-2	$951,619	−6.2%	0.21%
ISTB	iShares Core 1-5 Year USD Bond ETF	Reduced	19,849	-1,235	$937,865	−7.8%	0.20%
SCHZ	Schwab U.S. Aggregate Bond ETF	Reduced	40,336	-2,090	$891,425	−9.2%	0.19%
NET	Cloudflare, Inc. Technology	Reduced	2,555	-1,112	$887,300	−1.3%	0.19%
SUB	iShares Short-Term National Muni Bond ETF	Added	8,486	+30	$887,126	−1.5%	0.19%
SMTI	Sanara MedTech Inc. Healthcare	NEW	24,291	NEW	$853,585	NEW	0.18%
IUSB	iShares Core Universal USD Bond ETF	Reduced	16,913	-543	$745,694	−7.4%	0.16%
AVSE	Avantis Responsible Emerging Markets Equity ETF	NEW	9,368	NEW	$741,102	NEW	0.16%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,186	+127	$723,194	+7.3%	0.16%
AVDE	Avantis International Equity ETF	NEW	7,352	NEW	$662,488	NEW	0.14%
PANW	Palo Alto Networks Inc Technology	Added	1,493	+180	$593,183	+32.5%	0.13%
IWF	iShares Russell 1000 Growth ETF	Reduced	4,495	-9	$563,043	+0.7%	0.12%
LLY	ELI LILLY & Co Healthcare	Added	480	+12	$555,398	−1.1%	0.12%

Showing the top 50 of 101 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.