Hill Island Financial LLC holds a focused book of 93 stocks worth $468.7M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Avantis US Large Cap Value and trimmed Longview Advantage ETF. Their largest long position is Longview Advantage ETF at 15% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hill Island Financial LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HighTower Advisors, LLC | 79 / 80 | $30.3B |
| MORGAN STANLEY | 78 / 80 | $578.3B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $95.5B |
| LPL Financial LLC | 78 / 80 | $90.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $20.0B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $17.9B |
| JPMORGAN CHASE & CO | 77 / 80 | $523.2B |
| Mariner, LLC | 77 / 80 | $34.8B |
Ranked by how many of Hill Island Financial LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | RBB Fund Trust LONGVIEW ADVANTG | $72.0M | 1.11M | 15.4% | ▼−4.0% Reduced · −47K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $71.7M | 104.4K | 15.3% | ▲~0% Added · +18 sh | |
| 3 | Dimensional ETF Trust US CORE EQT MKT | $65.7M | 1.27M | 14.0% | ▲+0.8% Added · +10K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQUITY | $42.4M | 1.14M | 9.1% | ▲+3.9% Added · +42K sh | |
| 5 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $28.6M | 94.4K | 6.1% | ▼−2.0% Reduced · −2K sh | |
| 6 | Dimensional ETF Trust US SMALL CAP ETF | $23.9M | 289.9K | 5.1% | ▲+1.8% Added · +5K sh | |
| 7 | American Centy ETF TR US LARGE CAP VLU | $21.7M | 237.4K | 4.6% | ▲New New position | |
| 8 | Ea Series Trust ALPHA ARCHITECT | $12.8M | 141.6K | 2.7% | ▲+5.8% Added · +8K sh | |
| 9 | Schwab Strategic TR INTL EQTY ETF | $11.6M | 419.9K | 2.5% | ▼−2.6% Reduced · −11K sh | |
| 10 | Dimensional ETF Trust INTERNATIONAL | $9.2M | 203.3K | 2.0% | ▲+5.0% Added · +10K sh | |
| 11 | Ishares TR CORE MSCI TOTAL | $8.1M | 85.1K | 1.7% | ▼−6.5% Reduced · −6K sh | |
| 12 | Vanguard Index FDS GROWTH ETF | $7.5M | 87.1K | 1.6% | ▲+485% Added · +72K sh | |
| 13 | American Centy ETF TR INTL SMCP VLU | $7.4M | 72.1K | 1.6% | ▲+4.3% Added · +3K sh | |
| 14 | Invesco QQQ TR UNIT SER 1 | $6.9M | 9.4K | 1.5% | ▼−5.1% Reduced · −502 sh | |
| 15 | Apple Inc COM | $5.6M | 19.4K | 1.2% | ▼−5.0% Reduced · −1K sh | |
| 16 | Nvidia Corporation COM | $5.2M | 26.1K | 1.1% | ▼−0.5% Reduced · −129 sh | |
| 17 | SPDR Series Trust ST STR P500GRW | $5.2M | 43.7K | 1.1% | ▼−1.8% Reduced · −781 sh | |
| 18 | Ishares TR CORE S&P500 ETF | $4.7M | 6.3K | 1.0% | —Held | |
| 19 | Microsoft Corp COM | $4.1M | 11.0K | 0.9% | ▲+8.4% Added · +859 sh | |
| 20 | Alphabet Inc CAP STK CL C | $3.4M | 9.5K | 0.7% | ▼−6.9% Reduced · −700 sh | |
| 21 | Dimensional ETF Trust EMER MARK SU ETF | $2.7M | 55.2K | 0.6% | —Held | |
| 22 | Alphabet Inc CAP STK CL A | $2.0M | 5.6K | 0.4% | ▼−2.2% Reduced · −125 sh | |
| 23 | Dimensional ETF Trust US LARG VALU ETF | $2.0M | 50.0K | 0.4% | ▼−92% Reduced · −550K sh | |
| 24 | Dimensional ETF Trust US SUSTAINABILTY | $1.9M | 41.4K | 0.4% | ▲+30% Added · +10K sh | |
| 25 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.8M | 21.4K | 0.4% | —Held | |
| 26 | Ishares U S ETF TR SHOR MAT MUN ETF | $1.7M | 34.2K | 0.4% | —Held | |
| 27 | Broadcom Inc COM | $1.6M | 4.4K | 0.4% | ▲+0.1% Added · +5 sh | |
| 28 | Amazon Com Inc COM | $1.5M | 6.3K | 0.3% | ▼−2.3% Reduced · −150 sh | |
| 29 | Ishares TR ESG MSCI KLD ETF | $1.5M | 10.3K | 0.3% | ▲+24% Added · +2K sh | |
| 30 | Select Sector SPDR TR ST STR TECHN ETF | $1.4M | 7.4K | 0.3% | ▲+0.1% Added · +5 sh | |
| 31 | Ishares TR CORE MSCI EAFE | $1.3M | 13.7K | 0.3% | ▼~0% Reduced · −3 sh | |
| 32 | John Hancock Exchange Traded MULTIFACTOR MI | $1.2M | 16.5K | 0.3% | ▼−2.5% Reduced · −434 sh | |
| 33 | SPDR Series Trust ST INTER ETF | $1.2M | 43.6K | 0.3% | ▲+4.7% Added · +2K sh | |
| 34 | Micron Technology Inc COM | $1.2M | 1.1K | 0.3% | ▼−8.6% Reduced · −100 sh | |
| 35 | Fifth Third Bancorp COM | $1.2M | 21.1K | 0.3% | ▼−0.3% Reduced · −65 sh | |
| 36 | Advanced Micro Devices Inc COM | $1.2M | 2.0K | 0.3% | ▲+0.7% Added · +15 sh | |
| 37 | American Centy ETF TR AVAN RE INTL ETF | $1.2M | 14.8K | 0.3% | ▲New New position | |
| 38 | Ishares TR CORE 1 5 YR USD | $1.0M | 21.1K | 0.2% | ▲+5.5% Added · +1K sh | |
| 39 | Vanguard Index FDS SMALL CP ETF | $1.0M | 3.3K | 0.2% | —Held | |
| 40 | Schwab Strategic TR US AGGREGATE B | $981K | 42.4K | 0.2% | ▲+18% Added · +6K sh | |
| 41 | Invesco Exch Traded FD TR II ESG NASDAQ 100 | $930K | 18.2K | 0.2% | ▲+20% Added · +3K sh | |
| 42 | Ishares TR SHRT NAT MUN ETF | $900K | 8.5K | 0.2% | ▲+2.6% Added · +218 sh | |
| 43 | Cloudflare Inc CL A COM | $899K | 3.7K | 0.2% | ▼−0.2% Reduced · −9 sh | |
| 44 | Ishares TR CORE UNIVRSL USD | $806K | 17.5K | 0.2% | ▲+6.1% Added · +1K sh | |
| 45 | Ishares TR ESG AWARE MSCI | $743K | 13.3K | 0.2% | ▲+20% Added · +2K sh | |
| 46 | JPMorgan Chase & Co COM | $674K | 2.1K | 0.1% | ▼−0.1% Reduced · −2 sh | |
| 47 | McDonalds Corp COM | $667K | 2.5K | 0.1% | ▲+3.3% Added · +78 sh | |
| 48 | Parnassus Income FDS VALUE SELECT ETF | $666K | 20.2K | 0.1% | ▲+32% Added · +5K sh | |
| 49 | Intel Corp COM | $584K | 4.2K | 0.1% | ▼−22% Reduced · −1K sh | |
| 50 | Eli Lilly & Co COM | $561K | 468 | 0.1% | ▼−3.1% Reduced · −15 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1909798/holdings"
Use Arkolith to show HILL ISLAND FINANCIAL LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 93 | $468.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 84 | $411.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 80 | $417.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 76 | $400.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 76 | $358.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 59 | $341.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 73 | $342.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 72 | $330.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.