Hiley Hunt Wealth Management
Sector Allocation
- Other94.7%$243.8M
- Financials1.8%$4.7M
- Technology1.4%$3.5M
- Industrials0.7%$1.8M
- Consumer Discretionary0.6%$1.4M
- Consumer Staples0.6%$1.4M
- Healthcare0.2%$494,987
- Energy0.1%$208,034
AUM History
13fpro.ai/research/fund/hiley-hunt-wealth-management-2048051
Conviction and streaks
Stable · top 10 = 80.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$40.5M
- DIMENSIONAL$32.2M
- VANGUARD$31.1M
- VANGUARD$22.5M
- VANGUARD$18.1M
- DIMENSIONAL$18.0M
- DIMENSIONAL$14.1M
- ISHARES$11.8M
- DIMENSIONAL$9.4M
- VANGUARD$9.3M
- ISHARES$9.3M
- DIMENSIONAL$6.2M
- VANGUARD$5.4M
BRK.B
$3.4M- DIMENSIONAL$2.4M
- ISHARES$2.0M
- DIMENSIONAL$2.0M
AAPL
$1.5MUNP
$1.5MMSFT
$1.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hiley-hunt-wealth-management-2048051
Hiley Hunt Wealth Management 13F holdings — Q3 2026
$257.4M portfolio (+1.7% QoQ) · 49 holdings · Q3 2026 13F · top 10 are 80% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$40.5M
15.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$32.2M
12.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$31.1M
12.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$22.5M
8.8% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$18.1M
7.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$18.0M
7.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - ULTR FIX INC ETF
$14.1M
5.5% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P MCP ETF
$11.8M
4.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$9.4M
3.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$9.3M
3.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $40.5M | 15.7% | +3% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $32.2M | 12.5% | +6% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $31.1M | 12.1% | +2% | — | — | — | — | |
| 4 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $22.5M | 8.8% | +7% | — | — | — | — | |
| 5 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $18.1M | 7.0% | +2% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $18.0M | 7.0% | +4% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $14.1M | 5.5% | +11% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P MCP ETF | $11.8M | 4.6% | +3% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $9.4M | 3.6% | +2% | — | — | — | — | |
| 10 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.3M | 3.6% | +3% | — | — | — | — |
All holdings — Hiley Hunt Wealth Management (Q3 2026)
49 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $9.3M | 3.6% | 69K | +2% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $6.2M | 2.4% | 80K | +4% | — | — | 13F |
| 13 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $5.4M | 2.1% | 77K | -0.9% | — | — | 13F |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $3.4M | 1.3% | 6,855 | — | 8+ qtrs | 73.5 | 13F | |
| 15 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETFetf/fund | — | $2.4M | 0.9% | 52K | +0.4% | — | — | 13F |
| 16 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $2.0M | 0.8% | 20K | -2% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKTetf/fund | — | $2.0M | 0.8% | 39K | -5% | — | — | 13F |
| 18 | Apple Inc. | Technology | $1.5M | 0.6% | 4,439 | -6% | 8+ qtrs | 75.7 | 13F | |
| 19 | UNION PACIFIC CORP | Industrials | $1.5M | 0.6% | 5,378 | -0.4% | 8+ qtrs | 70.6 | 13F | |
| 20 | MICROSOFT CORP | Technology | $1.3M | 0.5% | 2,590 | -5% | 8+ qtrs | 79.8 | 13F | |
| 21 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX Fetf/fund | — | $1.3M | 0.5% | 15K | -2% | — | — | 13F |
| 22 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $1.3M | 0.5% | 4,508 | -4% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $1.2M | 0.5% | 16K | +0.2% | — | — | 13F |
| 24 | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.4% | 24K | — | 7 qtrs | 63.0 | 13F | |
| 25 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $686K | 0.3% | 5,577 | — | — | — | 13F |
| 26 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $616K | 0.2% | 677 | +0.4% | |||
| 27 | — | ISHARES TR - NATIONAL MUN ETF | — | $602K | 0.2% | 5,952 | +0.8% | |||
| 28 | — | ISHARES TR - RUS 1000 GRW ETF | — | $593K | 0.2% | 4,732 | — | |||
| 29 | — | ISHARES TR - S&P 500 GRWT ETF | — | $590K | 0.2% | 4,149 | -0.5% | |||
| 30 | $SPY | SPDR S&P 500 ETF TRUST | — | $577K | 0.2% | 757 | -17% | |||
| 31 | $PSLV | Sprott Physical Silver Trust | Financials | $570K | 0.2% | 29K | — | |||
| 32 | $WMT | Walmart Inc. | Consumer Staples | $528K | 0.2% | 5,082 | +0.1% | |||
| 33 | — | INNOVATOR ETFS TRUST - EQUI DEF PRO APR | — | $499K | 0.2% | 19K | +24% | |||
| 34 | $JNJ | JOHNSON & JOHNSON | Healthcare | $495K | 0.2% | 1,870 | +0.2% | |||
| 35 | $USB | US BANCORP \DE\ | Financials | $495K | 0.2% | 8,562 | — | |||
| 36 | $GOOGL | Alphabet Inc. | Technology | $403K | 0.2% | 1,170 | -12% | |||
| 37 | $VMI | VALMONT INDUSTRIES INC | Industrials | $364K | 0.1% | 787 | — | |||
| 38 | — | ISHARES TR - ESG AWARE MSCI | — | $330K | 0.1% | 6,346 | +0.2% | |||
| 39 | $AMZN | AMAZON COM INC | Consumer Discretionary | $304K | 0.1% | 1,222 | +2% | |||
| 40 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | — | $292K | 0.1% | 6,946 | +36% | |||
| 41 | — | ISHARES TR - CORE S&P500 ETF | — | $288K | 0.1% | 376 | -26% | |||
| 42 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $279K | 0.1% | 4,967 | +29% | |||
| 43 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $276K | 0.1% | 393 | -0.5% | |||
| 44 | — | ISHARES TR - MSCI EMG MKT ETF | — | $271K | 0.1% | 4,064 | — | |||
| 45 | $KO | COCA COLA CO | Consumer Staples | $263K | 0.1% | 3,060 | -4% | |||
| 46 | $META | Meta Platforms, Inc. | Technology | $257K | 0.1% | 3,357 | -48% | |||
| 47 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $209K | 0.1% | 585 | New | |||
| 48 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $208K | 0.1% | 5,842 | — | |||
| 49 | — | INNOVATOR ETFS TRUST - INNOVATOR US EQ | — | $202K | 0.1% | 5,515 | -42% |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 23 added to, 16 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$TRVTRAVELERS COMPANIES, INC.$209K
first bought this quarter
Added to (23)
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+6%
now $32.2M
- DIMENSIONAL ETF TRUST - ULTR FIX INC ETF+11%
now $14.1M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+7%
now $22.5M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF+3%
now $40.5M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+4%
now $18.0M
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+2%
now $31.1M
+17 more in the Excel export
Trimmed (16)
$METAMeta Platforms, Inc.-48%
now $257K · held 8+ qtrs
- INNOVATOR ETFS TRUST - INNOVATOR US EQ-42%
now $202K
$SPYSPDR S&P 500 ETF TRUST-17%
now $577K · held 8+ qtrs, 5 trims in a row
- ISHARES TR - CORE S&P500 ETF-26%
now $288K
- DIMENSIONAL ETF TRUST - US CORE EQT MKT-5%
now $2.0M
now $1.5M · held 8+ qtrs
+10 more in the Excel export
Sold out (1)
$TSLATesla, Inc.was $208K
held 1 qtr
Holdings by quarter
Every 13F Hiley Hunt Wealth Management has filed, 11 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Hiley Hunt Wealth Management's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+3.2%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
80%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Hiley Hunt Wealth Management disclosed 49 positions worth $257.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $TRV and a full exit from $TSLA. The portfolio is most concentrated in Other (94.7% of disclosed assets). All figures are sourced directly from Hiley Hunt Wealth Management’s Form 13F-HR filing with the SEC under CIK 2048051.
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