Hamilton Point Investment Advisors, LLC ETF holdings
Chapel Hill, NC
Reported $111.0M in 67 ETFs in its Form 13F for June 30, 2026.
ETF value
$111.0M
ETFs held
67
Change from prior quarter
+6.1%
With price moves
ETFs as a share of its 13F
15.6%
of $710.0M
Top 10 of 67 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | $44.5M | 919,347 | +23,712 shares |
| AVUV | Avantis US Small Cap Value ETF | $17.7M | 141,712 | +1,601 shares |
| IAU | iShares Gold Trust | $15.5M | 205,853 | +554 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $12.3M | 127,415 | +7,435 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.3M | 7,109 | No change |
| VOO | Vanguard S&P 500 ETF | $2.1M | 2,999 | +244 shares |
| JGRW | Jensen Quality Growth ETF | $1.4M | 51,332 | −2,673 shares |
| IWF | iShares Russell 1000 Growth ETF | $1.3M | 10,180 | +7,635 shares |
| QQQ | Invesco QQQ Trust | $1.0M | 1,391 | No change |
| IVV | iShares Core S&P 500 ETF | $910K | 1,215 | No change |
57 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001599746. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Hamilton Point Investment Advisors, LLC own?
Hamilton Point Investment Advisors, LLC reported 67 ETF positions worth $111.0M in its Form 13F for June 30, 2026. The largest was BNDX, at $44.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.