1y return+21.1%S&P 500 +20.9%
3y return+46.4%S&P 500 +68.5%
5y return+40.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2021: $141 against $174 in the S&P 500.2
Hill Investment Group Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| EBIRbb Fund Trust | $407.7M | 41.6% | |
| LVIGRbb Fund Trust | $94.9M | 9.7% | +6.6% |
| DFICDimensional Etf Trust | $75.5M | 7.7% | |
| DFEMDimensional Etf Trust | $56.5M | 5.8% | −3.4% |
| AVDVAmerican Centy Etf Tr | $50.9M | 5.2% | −2.3% |
| AVUVAmerican Centy Etf Tr | $35.8M | 3.7% | +5.8% |
| DFGXDimensional Etf Trust | $35.4M | 3.6% | −2.6% |
| DFIPDimensional Etf Trust | $31.7M | 3.2% | −2.7% |
| DFIVDimensional Etf Trust | $31.3M | 3.2% | −2.5% |
| AVIGAmerican Centy Etf Tr | $27.6M | 2.8% | −10.0% |
| Dimensional Etf TrustCUSIP 25434V708 | $20.4M | 2.1% | −7.1% |
| AVREAmerican Centy Etf Tr | $17.3M | 1.8% | −6.2% |
| AVEMAmerican Centy Etf Tr | $15.3M | 1.6% | −4.5% |
| DISVDimensional Etf Trust | $14.1M | 1.4% | −1.6% |
| AVDEAmerican Centy Etf Tr | $12.0M | 1.2% | −1.6% |
| BSVOEa Series Trust | $6.0M | 0.6% | −4.9% |
| Dimensional Etf TrustCUSIP 25434V815 | $5.1M | 0.5% | −1.6% |
| Dimensional Etf TrustCUSIP 25434V609 | $4.8M | 0.5% | |
| DELLDell Technologies Inc | $3.5M | 0.4% | New |
| BSMBlack Stone Minerals L P | $2.5M | 0.3% | |
| AAPLApple Inc | $2.4M | 0.2% | +27.5% |
| AVSUAmerican Centy Etf Tr | $2.4M | 0.2% | |
| BOXXEa Series Trust | $2.3M | 0.2% | |
| NVDANvidia Corporation | $2.1M | 0.2% | |
| DFGRDimensional Etf Trust | $1.9M | 0.2% | −5.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $2.1M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $850K |
| AAPLApple Inc | December 31, 2022 | +122.7% | $2.4M |
| AVSUAmerican Centy Etf Tr | December 31, 2022 | +93.5% | $2.4M |
| DISVDimensional Etf Trust | June 30, 2022 | +90.6% | $14.1M |
| DFICDimensional Etf Trust | June 30, 2022 | +73.1% | $75.5M |
| DFEMDimensional Etf Trust | June 30, 2022 | +72.7% | $56.5M |
| Dimensional Etf TrustCUSIP 25434V815 | June 30, 2022 | +71.9% | $5.1M |
| BSVOEa Series Trust | March 31, 2023 | +66.5% | $6.0M |
| DFIVDimensional Etf Trust | September 30, 2021 | +65.0% | $31.3M |
Sold off last quarter
- NOCNorthrop Grumman Corp was $214K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.3% | +14.8% |
| March 31, 2026 | +2.4% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −3.1% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +4.4% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +2.1% | +8.3% |
| March 31, 2023 | +3.7% | +7.0% |
| December 31, 2022 | +9.3% | +7.1% |
| September 30, 2022 | −6.8% | −5.3% |
| June 30, 2022 | −12.7% | −16.5% |
| March 31, 2022 | −2.5% | −4.9% |
| December 31, 2021 | +5.6% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hill Investment Group Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1979028&type=13F-HR&dateb=&owner=include&count=40CIK 1979028
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1979028/000197902826000003/Filed August 12, 2026 · accession 0001979028-26-000003