Hill Investment Group Partners, LLC

Q3 2026 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$1,273,574
Net value change ($000)
+293,128 (29.9%)
New positions
8
Sold out positions
3
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2026
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)
EBI 281,138 69.0%
RBB FUND TRUST 19,566 20.6%
DFA INVT DIMENSIONS GROUP IN 5,205 NEW
AVDV 2,861 5.6%
DFIC 2,450 3.2%
DFIV 1,180 3.8%
DFGX 1,070 3.0%
VGIT 844 NEW
DISV 817 5.8%
XOM 742 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFSV -5,138 -100.0%
DFEM -4,271 -7.6%
DFIP -3,447 -10.9%
BSVO -2,434 -40.7%
BOXX -2,030 -87.3%
AVEM -1,839 -12.0%
DELL -1,779 -50.5%
AVIG -1,696 -6.1%
DFAC -997 -4.9%
XOM -535 -100.0%
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