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
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Founded
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Chairman
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CEO
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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.