HILL ISLAND FINANCIAL LLC
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 468,665
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 93 | 468,665 | 13F-HR | HILL ISLAND FINANCIAL LLC |
| Q1 2026 | 5/13/2026 | 84 | 411,598 | 13F-HR | HILL ISLAND FINANCIAL LLC |
| Q4 2025 | 1/22/2026 | 80 | 417,883 | 13F-HR | HILL ISLAND FINANCIAL LLC |
| Q3 2025 | 11/7/2025 | 76 | 400,576 | 13F-HR | HILL ISLAND FINANCIAL LLC |
| Q2 2025 | 7/22/2025 | 76 | 358,550 | 13F-HR | HILL ISLAND FINANCIAL LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 124.9 K | 26.7% | 13.81 K | 0 | 13.81 K |
| ETFs | 343.8 K | 73.3% | 43.25 K | 0 | 43.25 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
468,665
Holdings
93
QoQ value change ($000)
57,067
(13.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.