HILL ISLAND FINANCIAL LLC

CIK 0001909798 • 7 13F filings • Apr 22, 2025 – Oct 20, 2026

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Filer information

Filed by: HILL ISLAND FINANCIAL LLC, Chief Compliance Officer
Address: 38 COMMERCE AVENUE SW, SUITE 310, GRAND RAPIDS, MI, 49503
Phone: (616) 977-2639
AUM: $417.9M

AUM over time

$480.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $417.9M79 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$357K	0.1%	2,852 SH	New
ABBVIE INC	COM	$231K	0.1%Prev: 0.0%	1,012 SH	Decreased+113 SH
ADVANCED MICRO DEVICES INC	COM	$422K	0.1%Prev: 0.3%	1,969 SH	Decreased-70 SH
ALPHABET INC	CAP STK CL A	$1.8M	0.4%Prev: 0.4%	5,711 SH	Decreased+137 SH
ALPHABET INC	CAP STK CL C	$3.1M	0.8%Prev: 0.7%	9,990 SH	Decreased+544 SH
AMAZON COM INC	COM	$1.4M	0.3%Prev: 0.3%	6,014 SH	Decreased-230 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.9M	1.6%Prev: 3.6%	73,019 SH	Decreased-85,297 SH
APPLE INC	COM	$5.5M	1.3%Prev: 1.4%	20,306 SH	Decreased-550 SH
BANK AMERICA CORP	COM	$277K	0.1%	5,033 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$360K	0.1%Prev: 0.1%	715 SH	Increased+10 SH
BROADCOM INC	COM	$1.5M	0.4%Prev: 0.3%	4,394 SH	Decreased-22 SH
CLOUDFLARE INC	CL A COM	$725K	0.2%Prev: 0.2%	3,677 SH	Decreased+1,122 SH
COSTCO WHSL CORP NEW	COM	$216K	0.1%	250 SH	New
DEERE & CO	COM	$293K	0.1%Prev: 0.1%	629 SH	Decreased+12 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$2.3M	0.6%	55,524 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$8.5M	2.0%Prev: 2.0%	198,493 SH	Decreased-15,133 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$37.2M	8.9%Prev: 9.7%	1,079,270 SH	Decreased-158,564 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$58.0M	13.9%Prev: 11.0%	1,238,373 SH	Increased+224,619 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$20.3M	4.9%	594,638 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$19.5M	4.7%Prev: 3.3%	280,214 SH	Increased+73,567 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.3M	0.3%Prev: 0.3%	29,926 SH	Decreased-1,594 SH
DISNEY WALT CO	COM	$308K	0.1%Prev: 0.1%	2,705 SH	Increased+288 SH
EA SERIES TRUST	ALPHA ARCHITECT	$12.3M	2.9%Prev: 2.7%	136,454 SH	Decreased-8,803 SH
ELI LILLY & CO	COM	$527K	0.1%Prev: 0.1%	490 SH	Decreased+10 SH
EMERSON ELEC CO	COM	$251K	0.1%Prev: 0.1%	1,893 SH	Decreased-22 SH
FIFTH THIRD BANCORP	COM	$1.0M	0.2%Prev: 0.2%	21,449 SH	Decreased+318 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$205K	0.0%Prev: 0.0%	5,237 SH	Increased-240 SH
HOME DEPOT INC	COM	$321K	0.1%Prev: 0.0%	934 SH	Increased+170 SH
HUNTINGTON BANCSHARES INC	COM	$475K	0.1%Prev: 0.1%	27,377 SH	Increased+471 SH
INTERNATIONAL BUSINESS MACHS	COM	$201K	0.0%	678 SH	New
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$484K	0.1%	20,039 SH	New
INVESCO EXCH TRADED FD TR II	ESG NASDAQ 100	$597K	0.1%Prev: 0.1%	14,086 SH	Increased+4,511 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$23.7M	5.7%Prev: 2.9%	93,637 SH	Increased+48,354 SH
INVESCO QQQ TR	UNIT SER 1	$6.1M	1.5%Prev: 1.3%	9,962 SH	Decreased+1,283 SH
ISHARES TR	CALIF MUN BD ETF	$388K	0.1%	6,760 SH	New
ISHARES TR	CORE 1 5 YR USD	$973K	0.2%Prev: 0.2%	19,967 SH	Increased+118 SH
ISHARES TR	CORE MSCI EAFE	$1.2M	0.3%Prev: 0.3%	13,776 SH	Decreased+111 SH
ISHARES TR	CORE MSCI TOTAL	$8.0M	1.9%Prev: 1.6%	94,518 SH	Increased+12,159 SH
ISHARES TR	CORE S&P500 ETF	$4.3M	1.0%Prev: 1.0%	6,308 SH	Decreased+9 SH
ISHARES TR	CORE UNIVRSL USD	$753K	0.2%Prev: 0.2%	16,171 SH	Increased-742 SH
ISHARES TR	ESG AW MSCI EAFE	$1.0M	0.2%Prev: 0.1%	10,756 SH	Increased+7,081 SH
ISHARES TR	ESG AWARE MSCI	$485K	0.1%Prev: 0.1%	10,539 SH	Decreased-2,304 SH
ISHARES TR	ESG MSCI KLD 400	$1.0M	0.2%	7,862 SH	New
ISHARES TR	RUS 1000 GRW ETF	$533K	0.1%Prev: 0.1%	1,126 SH	Decreased-3,369 SH
ISHARES TR	SHRT NAT MUN ETF	$839K	0.2%Prev: 0.2%	7,866 SH	Decreased-620 SH
ISHARES U S ETF TR	SHORT MATURITY M	$1.7M	0.4%	34,154 SH	New
JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$293K	0.1%Prev: 0.1%	3,664 SH	Increased+772 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$1.4M	0.3%Prev: 0.2%	20,731 SH	Increased+4,208 SH
JOHNSON & JOHNSON	COM	$260K	0.1%Prev: 0.1%	1,257 SH	Decreased+76 SH
JPMORGAN CHASE & CO.	COM	$709K	0.2%	2,200 SH	New
MASTERCARD INCORPORATED	CL A	$299K	0.1%Prev: 0.1%	524 SH	Decreased-129 SH
MCDONALDS CORP	COM	$690K	0.2%Prev: 0.1%	2,258 SH	Increased-146 SH
MICRON TECHNOLOGY INC	COM	$202K	0.0%Prev: 0.2%	708 SH	Decreased-357 SH
MICROSOFT CORP	COM	$5.5M	1.3%Prev: 1.2%	11,456 SH	Decreased-146 SH
NETFLIX INC	COM	$213K	0.1%	2,276 SH	New
NVIDIA CORPORATION	COM	$5.7M	1.4%Prev: 1.2%	30,556 SH	Decreased+4,426 SH
ORACLE CORP	COM	$216K	0.1%	1,110 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$244K	0.1%	1,374 SH	New
PALO ALTO NETWORKS INC	COM	$255K	0.1%Prev: 0.1%	1,384 SH	Decreased-109 SH
PARNASSUS INCOME FDS	VALUE SELECT ETF	$418K	0.1%	14,910 SH	New
RBB FUND TRUST	LONGVIEW ADVANTG	$66.4M	15.9%Prev: 16.0%	1,174,242 SH	Decreased-1,055 SH
SALESFORCE INC	COM	$697K	0.2%Prev: 0.1%	2,631 SH	Increased+293 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$10.7M	2.6%Prev: 2.4%	446,269 SH	Decreased+27,021 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$861K	0.2%Prev: 0.2%	36,847 SH	Decreased-3,489 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$267K	0.1%Prev: 0.1%	9,001 SH	Decreased+905 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	0.3%	7,545 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$369K	0.1%	541 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$5.9M	1.4%	84,230 SH	New
TESLA INC	COM	$318K	0.1%Prev: 0.1%	707 SH	Increased-166 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$429K	0.1%	4,278 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$7.5M	1.8%	15,389 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$64.7M	15.5%Prev: 14.8%	103,094 SH	Decreased+1,457 SH
VANGUARD INDEX FDS	SMALL CP ETF	$955K	0.2%	3,703 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.6M	0.4%Prev: 0.4%	21,394 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$451K	0.1%Prev: 0.1%	8,383 SH	Decreased+56 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$231K	0.1%Prev: 0.1%	4,588 SH	Decreased-1,035 SH
VANGUARD WORLD FD	INF TECH ETF	$329K	0.1%Prev: 0.1%	437 SH	Decreased-3,059 SH
VISA INC	COM CL A	$425K	0.1%Prev: 0.1%	1,213 SH	Increased+75 SH
WALMART INC	COM	$325K	0.1%Prev: 0.1%	2,920 SH	Increased+93 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $284K
AMERICAN CENTY ETF TR — $741K
AMERICAN CENTY ETF TR — $1.3M
AMERICAN CENTY ETF TR — $24.9M
AMERICAN CENTY ETF TR — $662K
AMERICAN CENTY ETF TR — $6.4M
AMERICAN CENTY ETF TR — $16.9M
AMGEN INC — $250K
APPLIED MATLS INC — $268K
ASML HLDG NV — $215K
BANK OF AMER CORP — $274K
CATERPILLAR INC — $250K
CISCO SYS INC — $225K
COSTCO WHOLESALE CORPORATION — $227K
DIMENSIONAL ETF TRUST — $248K
DIMENSIONAL ETF TRUST — $2.8M
DIMENSIONAL ETF TRUST — $522K
DIMENSIONAL ETF TRUST — $1.9M
FLEX LTD — $203K
INTEL CORP — $510K
… and 23 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001951757-26-000275	$417.9M	View
Oct 20, 2026	Q3 2026	13F-HR	0001951757-26-001690	$480.8M	View
Nov 7, 2025	Q3 2025