Hill Island Financial LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $292 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $62.8M, Dimensional ETF Tr with a value of $55.3M, Dimensional ETF Tr Dimensional with a value of $33.1M, Invesco Exchange Traded Fd Tr with a value of $22.5M, and Dimensional ETF Tr U S Small C with a value of $18.6M.

Examining the 13F form we can see an increase of $26.3M in the current position value, from $266M to 292M.

Hill Island Financial LLC is based out at Grand Rapids, MI

Below you can find more details about Hill Island Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $292 Million
ETFs: $261 Million
Technology: $18.7 Million
Communication Services: $4.58 Million
Financial Services: $3.38 Million
Consumer Cyclical: $2.23 Million
Healthcare: $1.14 Million
Consumer Defensive: $524,000
Industrials: $521,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $292 Million
  • Prior Value $266 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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