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Hiley Hunt Wealth Management

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

Top 5 stock holdings are VTV, DFCF, VUG, VCSH, DFIC, and represent 55.55% of Hiley Hunt Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFCF, VCSH, VTV, PSLV, DUSB, UJAN, VUG, IJH, DFIC, DFEM.
Started 3 new stock positions in JEPI, PSLV, EPD.
Reduced shares in these 10 stocks: , , UAUG, DDTN, UMAR, EALT, SPY, AAPL, IVV, EFA.
Sold out of its positions in UMAR, UAUG, DDTN, SLV, GLD.
Hiley Hunt Wealth Management was a net buyer of stock by $4.4M.
Hiley Hunt Wealth Management has $227M in assets under management (AUM), dropping by 1.46%.
Central Index Key (CIK): 0002048051

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Portfolio Holdings for Hiley Hunt Wealth Management

Hiley Hunt Wealth Management holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	15.4	$35M	+2%	178k	196.20	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	13.4	$30M	+4%	718k	42.22	View chart
Vanguard Index Fds Growth Etf (VUG)	10.7	$24M		56k	436.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	8.9	$20M	+4%	255k	79.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	7.1	$16M		456k	35.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.1	$16M		251k	64.08	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	5.2	$12M	+4%	232k	50.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.6	$11M	+2%	156k	67.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.7	$8.4M		67k	124.31	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.6	$8.2M	+2%	237k	34.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$8.0M		149k	54.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.4	$5.4M		74k	73.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.3	$5.3M	+4%	75k	71.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$3.3M		6.9k	479.20	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.1	$2.5M	+5%	52k	47.93	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$2.1M		22k	97.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$1.9M	+4%	41k	45.12	View chart
Union Pacific Corporation (UNP)	0.6	$1.3M		5.4k	242.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.2M		4.7k	261.93	View chart
Apple (AAPL)	0.5	$1.2M	-7%	4.7k	253.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.1M		4.0k	287.21	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.5	$1.1M		2.7k	407.62	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.5	$1.0M	+90%	24k	42.51	View chart
Microsoft Corporation (MSFT)	0.4	$980k		2.6k	370.24	View chart
Costco Wholesale Corporation (COST)	0.3	$671k		673.00	996.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$632k	-18%	971.00	650.35	View chart
Wal-Mart Stores (WMT)	0.3	$631k		5.1k	124.27	View chart
Sprott Asset Management Physical Silver (PSLV)	0.3	$596k	NEW	24k	24.39	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$551k		5.6k	97.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$504k		1.2k	426.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$498k		6.4k	78.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$476k		4.2k	113.10	View chart
Johnson & Johnson (JNJ)	0.2	$455k		1.9k	244.44	View chart
Us Bancorp Del Com New (USB)	0.2	$445k		8.6k	52.01	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.2	$413k	-31%	12k	33.59	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.2	$399k		16k	25.54	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$389k		3.7k	106.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$388k		1.4k	287.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$333k	-14%	509.00	653.20	View chart
Valmont Industries (VMI)	0.1	$314k		787.00	399.45	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$298k		6.3k	47.02	View chart
Coca-Cola Company (KO)	0.1	$240k		3.2k	76.05	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$230k		4.0k	56.80	View chart
Amazon (AMZN)	0.1	$228k	+2%	1.1k	208.27	View chart
Enterprise Products Partners (EPD)	0.1	$221k	NEW	5.8k	37.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$216k		362.00	596.88	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$214k	NEW	3.8k	56.67	View chart

Past Filings by Hiley Hunt Wealth Management

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

Hiley Hunt Wealth Management 2026 Q1 filed April 6, 2026
Hiley Hunt Wealth Management 2025 Q4 filed Jan. 6, 2026
Hiley Hunt Wealth Management 2025 Q3 filed Oct. 2, 2025
Hiley Hunt Wealth Management 2025 Q2 filed July 9, 2025
Hiley Hunt Wealth Management 2025 Q1 filed April 3, 2025
Hiley Hunt Wealth Management 2024 Q4 filed Jan. 6, 2025
Hiley Hunt Wealth Management 2023 Q4 filed Dec. 17, 2024
Hiley Hunt Wealth Management 2024 Q1 filed Dec. 17, 2024
Hiley Hunt Wealth Management 2024 Q2 filed Dec. 17, 2024
Hiley Hunt Wealth Management 2024 Q3 filed Dec. 17, 2024

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