Hill Island Financial LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 20, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 101 distinct positions held by the firm.
The portfolio is diversified across a range of sectors, with large-cap technology and healthcare companies representing significant portions of the holdings. Major positions include Alphabet Inc. Class A and Class C shares, with 5,574 and 9,446 shares held, respectively. Other notable equity holdings include Apple Inc., Microsoft Corporation, Amazon.com Inc., and Visa Inc. Class A. The filing also lists substantial positions in healthcare entities such as Abbott Laboratories, AbbVie Inc., Amgen Inc., Eli Lilly & Co., and Johnson & Johnson.
Exchange-traded funds (ETFs) comprise a large portion of the portfolio. The filing includes shares of the Vanguard S&P 500 ETF, the Vanguard Morningstar Large Cap Growth ETF, and the Invesco QQQ Trust. The firm also holds shares in various ESG-focused ETFs, including the iShares ESG Aware MSCI USA ETF and the Invesco Exchange Traded Fund Trust II ESG Nasdaq 100.
The filing identifies Joshua Moeller as the Chief Compliance Officer for Hill Island Financial LLC, which is headquartered at 38 Commerce Avenue SW Suite 310 in Grand Rapids, Michigan.
