Hiley Hunt Wealth Management

Latest statistics and disclosures from Hiley Hunt Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Hiley Hunt Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hiley Hunt Wealth Management

Hiley Hunt Wealth Management holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 14.9 $33M 175k 190.99
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Dimensional Etf Trust Core Fixed Incom (DFCF) 13.1 $29M +11% 688k 42.56
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Vanguard Index Fds Growth Etf (VUG) 12.0 $27M -6% 55k 487.86
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.7 $19M +13% 243k 79.73
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.0 $16M 249k 62.47
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Dimensional Etf Trust Intl Core Equity (DFIC) 6.9 $16M 449k 34.46
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 5.0 $11M +22% 221k 50.65
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Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $10M 152k 66.00
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Ishares Tr Core S&p Scp Etf (IJR) 3.6 $8.0M -3% 66k 120.18
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $7.9M -6% 146k 53.76
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.4 $7.6M -3% 230k 33.08
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.4 $5.4M +44% 73k 74.07
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.2 $5.0M +2% 72k 69.67
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $3.5M +5% 6.9k 502.65
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.1 $2.4M +6% 49k 48.17
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Ishares Tr Msci Eafe Etf (EFA) 0.9 $2.1M -3% 22k 96.03
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.8 $1.8M +6% 40k 46.80
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Apple (AAPL) 0.6 $1.4M 5.1k 271.84
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Microsoft Corporation (MSFT) 0.6 $1.3M 2.7k 483.58
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Union Pacific Corporation (UNP) 0.6 $1.3M 5.4k 231.30
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.2M 4.7k 257.98
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.5 $1.2M -2% 2.7k 444.61
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.1M 4.0k 290.22
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $815k -5% 1.2k 681.91
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Innovator Etfs Trust Innovator Us Eq (EALT) 0.3 $630k NEW 18k 35.29
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Spdr Series Trust State Street Spd (SPYG) 0.3 $600k 5.6k 106.70
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Costco Wholesale Corporation (COST) 0.3 $580k 672.00 862.68
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Ishares Silver Tr Ishares (SLV) 0.3 $577k NEW 9.0k 64.42
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $570k 1.2k 473.30
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Wal-Mart Stores (WMT) 0.3 $566k 5.1k 111.41
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Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.2 $555k 13k 43.26
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $521k -30% 4.2k 123.27
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $493k 6.3k 78.81
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Spdr Gold Tr Gold Shs (GLD) 0.2 $472k +84% 1.2k 396.31
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Us Bancorp Del Com New (USB) 0.2 $457k -4% 8.6k 53.36
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Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.2 $444k -37% 11k 39.92
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $423k 1.4k 313.02
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Innovator Etfs Trust Equity Defined P (APOC) 0.2 $415k -43% 16k 26.20
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $405k 592.00 684.70
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Ishares Tr National Mun Etf (MUB) 0.2 $396k 3.7k 107.12
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Johnson & Johnson (JNJ) 0.2 $384k +12% 1.9k 206.92
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Valmont Industries (VMI) 0.1 $316k 786.00 402.09
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Ishares Tr Esg Aware Msci (ESML) 0.1 $290k +2% 6.3k 45.98
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Amazon (AMZN) 0.1 $247k 1.1k 230.82
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Innovator Etfs Trust Equity Dual Dire 0.1 $244k NEW 13k 19.17
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $226k 360.00 626.33
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $221k 4.0k 54.72
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Coca-Cola Company (KO) 0.1 $221k 3.2k 69.91
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.1 $202k -16% 5.1k 39.95
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Past Filings by Hiley Hunt Wealth Management

SEC 13F filings are viewable for Hiley Hunt Wealth Management going back to 2024