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 55.49% of Hiley Hunt Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VUG (+$24M), DFCF, VCSH, VOOG, VTV, DUSB, VO, IWF, BND, IJH.
  • Started 2 new stock positions in TSLA, UOCT.
  • Reduced shares in these 10 stocks: DFEM, EFA, EALT, SPY, VEA, BRK.B, DFAU, APOC, IJR, GOOGL.
  • Hiley Hunt Wealth Management was a net buyer of stock by $33M.
  • Hiley Hunt Wealth Management has $253M in assets under management (AUM), dropping by 11.61%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 15.7 $40M +2% 183k 217.93
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Dimensional Etf Trust Core Fixe In Etf (DFCF) 12.6 $32M +5% 757k 42.21
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Vanguard Index Fds Growth Etf (VUG) 11.5 $29M +507% 339k 86.14
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.6 $22M +7% 274k 79.03
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.1 $18M 251k 71.25
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Dimensional Etf Trust Intl Core Equity (DFIC) 6.8 $17M 462k 37.26
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Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 5.0 $13M +8% 251k 50.78
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Ishares Tr Core S&p Mcp Etf (IJH) 4.9 $12M +2% 160k 77.11
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Ishares Tr Core S&p Scp Etf (IJR) 3.9 $10M 67k 148.31
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.7 $9.4M -2% 231k 40.64
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $9.1M +2% 153k 59.69
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.5 $6.3M +2% 77k 82.34
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $5.7M +5% 78k 73.41
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $3.4M 6.9k 500.39
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.0 $2.5M 52k 48.34
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.8 $2.1M 41k 51.69
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $2.1M -7% 20k 103.88
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Union Pacific Corporation (UNP) 0.6 $1.5M 5.4k 272.00
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.4M 4.7k 303.11
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Apple (AAPL) 0.5 $1.4M 4.7k 289.33
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.5 $1.3M +490% 16k 82.62
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.3M +295% 16k 80.57
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Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.4 $1.1M 24k 45.33
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Microsoft Corporation (MSFT) 0.4 $1.0M +3% 2.7k 373.07
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $685k -5% 917.00 746.81
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Spdr Series Trust ST STR P500GRW (SPYG) 0.3 $664k 5.6k 118.98
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Ishares Tr National Mun Etf (MUB) 0.3 $636k +61% 5.9k 107.63
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Costco Wholesale Corporation (COST) 0.2 $631k 674.00 935.57
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $588k +300% 4.7k 124.17
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Wal-Mart Stores (WMT) 0.2 $575k 5.1k 113.27
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $574k 4.2k 137.54
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Sprott Asset Management Physical Silver (PSLV) 0.2 $555k +20% 29k 18.87
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Us Bancorp Com New (USB) 0.2 $517k 8.6k 60.40
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $505k 6.5k 77.91
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Johnson & Johnson (JNJ) 0.2 $474k 1.9k 253.92
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $473k -2% 1.3k 357.38
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Valmont Industries (VMI) 0.2 $454k 787.00 577.43
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Innovator Etfs Trust Equi Def Pro Apr (APOC) 0.2 $398k -3% 15k 26.28
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $381k 509.00 749.40
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Ishares Tr Esg Aware Msci (ESML) 0.1 $354k 6.3k 55.93
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Innovator Etfs Trust Innovator Us Eq (EALT) 0.1 $342k -22% 9.5k 35.86
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Amazon (AMZN) 0.1 $285k +9% 1.2k 238.34
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $278k 4.1k 68.40
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $271k +9% 395.00 686.02
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Coca-Cola Company (KO) 0.1 $258k 3.2k 81.26
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $217k 3.8k 56.49
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Enterprise Products Partners (EPD) 0.1 $215k 5.8k 36.76
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Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.1 $210k NEW 5.1k 41.11
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Tesla Motors (TSLA) 0.1 $208k NEW 494.00 420.60
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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