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, VEA, and represent 56.09% of Hiley Hunt Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DFCF, DUSB, VCSH, VTV, DFIC, VUG, VEA, IJH, VWO, USEP.
  • Started 2 new stock positions in USEP, TRV.
  • Reduced shares in these 10 stocks: BSV, UOCT, , EALT, SPY, IVV, DFAU, AAPL, MSFT, GOOGL.
  • Sold out of its positions in UOCT, TSLA.
  • Hiley Hunt Wealth Management was a net buyer of stock by $7.7M.
  • Hiley Hunt Wealth Management has $257M in assets under management (AUM), dropping by 1.70%.
  • Central Index Key (CIK): 0002048051

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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 September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mrngstr Val Etf (VTV) 15.7 $41M +2% 187k 216.08
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Dimensional Etf Trust Core Fixe In Etf (DFCF) 12.5 $32M +5% 801k 40.12
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 12.1 $31M 345k 90.11
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.8 $23M +6% 292k 77.25
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.0 $18M +2% 256k 70.61
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Dimensional Etf Trust Intl Core Equity (DFIC) 7.0 $18M +3% 480k 37.61
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Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 5.5 $14M +11% 279k 50.49
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Ishares Tr Core S&p Mcp Etf (IJH) 4.6 $12M +2% 165k 71.95
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.7 $9.4M +2% 237k 39.72
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $9.3M +3% 157k 59.31
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Ishares Tr Core S&p Scp Etf (IJR) 3.6 $9.3M +2% 69k 136.04
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.4 $6.2M +4% 80k 77.42
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $5.4M 78k 70.15
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $3.4M 6.9k 497.95
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.9 $2.4M 52k 46.03
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $2.0M 20k 103.89
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.8 $2.0M -4% 39k 52.36
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Apple (AAPL) 0.6 $1.5M -5% 4.4k 333.02
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Union Pacific Corporation (UNP) 0.6 $1.5M 5.4k 272.15
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Microsoft Corporation (MSFT) 0.5 $1.3M -5% 2.6k 512.96
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.5 $1.3M -2% 15k 85.48
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Vanguard Index Fds Mrngstr Sml Cap (VB) 0.5 $1.3M -3% 4.5k 284.48
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Vanguard Index Fds Mrngstr Mid Cap (VO) 0.5 $1.2M 16k 78.42
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Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.4 $1.1M 24k 46.40
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Spdr Series Trust ST STR P500GRW (SPYG) 0.3 $686k 5.6k 123.08
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Costco Wholesale Corporation (COST) 0.2 $616k 677.00 910.50
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Ishares Tr National Mun Etf (MUB) 0.2 $602k 6.0k 101.11
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $593k 4.7k 125.26
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $590k 4.1k 142.26
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $577k -17% 757.00 762.71
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Sprott Asset Management Physical Silver (PSLV) 0.2 $570k 29k 19.37
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Wal-Mart Stores (WMT) 0.2 $528k 5.1k 103.93
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Innovator Etfs Trust Equi Def Pro Apr (APOC) 0.2 $499k +23% 19k 26.64
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Johnson & Johnson (JNJ) 0.2 $495k 1.9k 264.70
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Us Bancorp Com New (USB) 0.2 $495k 8.6k 57.76
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $403k -11% 1.2k 344.23
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Valmont Industries (VMI) 0.1 $364k 787.00 462.84
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Ishares Tr Esg Aware Msci (ESML) 0.1 $330k 6.3k 52.00
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Amazon (AMZN) 0.1 $305k +2% 1.2k 249.15
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Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $292k NEW 6.9k 42.03
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $288k -26% 376.00 766.66
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $279k +29% 5.0k 56.22
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $276k 393.00 701.57
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $271k 4.1k 66.78
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Coca-Cola Company (KO) 0.1 $263k -3% 3.1k 86.07
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $257k -48% 3.4k 76.41
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Travelers Companies (TRV) 0.1 $209k NEW 585.00 356.51
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Enterprise Products Partners (EPD) 0.1 $208k 5.8k 35.61
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Innovator Etfs Trust Innovator Us Eq (EALT) 0.1 $202k -42% 5.5k 36.54
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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