Hill Investment Group Partners, LLC

Q1 2026 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$905,586
Net value change ($000)
+64,948 (7.7%)
New positions
2
Sold out positions
2
Turnover %
9.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RBB FUND TRUST 88,971 NEW
EBI 14,504 4.1%
AVUV 4,116 15.9%
AVDV 2,708 5.7%
DFIC 2,465 3.5%
DFEM 1,657 3.4%
DFIV 1,395 4.7%
AVEM 533 4.1%
DISV 438 3.2%
BSVO 436 8.7%
Top Reduces (Value $000, Stocks/ETFs)
AVIG -27,261 -46.9%
DFGX -15,691 -30.6%
DFCF -2,752 -68.9%
AVRE -2,116 -11.0%
AVMU -1,859 -82.8%
BOXX -1,299 -36.0%
DFAC -1,166 -5.7%
DFGR -417 -18.0%
DFIP -342 -1.0%
MSFT -280 -23.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type