Hiley Hunt Wealth Management
13F Reported Value
ⓘ$253.1M
Holdings
49
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Hiley Hunt Wealth Management disclosed 49 positions worth $253.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 0. 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.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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VANGUARD INDEX FDS - VALUE ETF
—Quality
$39.8M182,583 shDIMENSIONAL ETF TRUST - CORE FIXE IN ETF
—Quality
$32.0M757,059 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$29.2M338,573 shVANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
—Quality
$21.7M274,051 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$17.9M250,564 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$17.2M462,375 shDIMENSIONAL ETF TRUST - ULTR FIX INC ETF
—Quality
$12.7M250,727 shISHARES TR - CORE S&P MCP ETF
—Quality
$12.3M159,915 shISHARES TR - CORE S&P SCP ETF
—Quality
$10.0M67,098 shDIMENSIONAL ETF TRUST - EMERGING MKTS CO
—Quality
$9.4M231,178 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - VALUE ETF | — | $39.8M | 182,583 |
| DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $32.0M | 757,059 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $29.2M | 338,573 |
| VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $21.7M | 274,051 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $17.9M | 250,564 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $17.2M | 462,375 |
| DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | — | $12.7M | 250,727 |
| ISHARES TR - CORE S&P MCP ETF | — | $12.3M | 159,915 |
| ISHARES TR - CORE S&P SCP ETF | — | $10.0M | 67,098 |
| DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $9.4M | 231,178 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hiley Hunt Wealth Management's 49 positions.
Showing top 10 of 49 holdings.
Sector Allocation
Other
$239.5M
Financials
$4.5M
Technology
$3.4M
Consumer Discretionary
$2.6M
Industrials
$2.1M
Healthcare
$473,817
Consumer Staples
$258,082
Energy
$214,752
Full Holdings — Hiley Hunt Wealth Management (Q2 2026)
All 49 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - VALUE ETF | $39.8M | 15.7% | +2% | — |
| 2 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $32.0M | 12.6% | +5% | — |
| 3 | — | VANGUARD INDEX FDS - GROWTH ETF | $29.2M | 11.5% | +508% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $21.7M | 8.6% | +8% | — |
| 5 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $17.9M | 7.0% | -0% | — |
| 6 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $17.2M | 6.8% | +1% | — |
| 7 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $12.7M | 5.0% | +8% | — |
| 8 | — | ISHARES TR - CORE S&P MCP ETF | $12.3M | 4.9% | +3% | — |
| 9 | — | ISHARES TR - CORE S&P SCP ETF | $10.0M | 3.9% | -0% | — |
| 10 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $9.4M | 3.7% | -2% | — |
| 11 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.1M | 3.6% | +3% | — |
| 12 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $6.3M | 2.5% | +3% | — |
| 13 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $5.7M | 2.3% | +6% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 1.4% | -1% | 64.5 |
| 15 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $2.5M | 1.0% | +0% | — |
| 16 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $2.1M | 0.8% | -1% | — |
| 17 | — | ISHARES TR - MSCI EAFE ETF | $2.1M | 0.8% | -8% | — |
| 18 |  $UNP | UNION PACIFIC CORP | $1.5M | 0.6% | -0% | 74 |
| 19 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.4M | 0.6% | +0% | — |
| 20 |  $AAPL | Apple Inc. | $1.4M | 0.5% | -0% | 76.1 |
| 21 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $1.3M | 0.5% | +490% | — |
| 22 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.3M | 0.5% | +296% | — |
| 23 |  $HD | HOME DEPOT, INC. | $1.1M | 0.4% | +0% | 69.2 |
| 24 |  $MSFT | MICROSOFT CORP | $1.0M | 0.4% | +3% | 83.7 |
| 25 |  $SPY | SPDR S&P 500 ETF TRUST | $684,822 | 0.3% | -6% | — |
| 26 | — | SPDR SERIES TRUST - ST STR P500GRW | $663,560 | 0.3% | -1% | — |
| 27 | — | ISHARES TR - NATIONAL MUN ETF | $635,541 | 0.3% | +61% | — |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $630,577 | 0.3% | +0% | 67 |
| 29 | — | ISHARES TR - RUS 1000 GRW ETF | $587,572 | 0.2% | +300% | — |
| 30 |  $WMT | Walmart Inc. | $575,291 | 0.2% | +0% | 63.2 |
| 31 | — | ISHARES TR - S&P 500 GRWT ETF | $573,559 | 0.2% | -1% | — |
| 32 |  $PSLV | Sprott Physical Silver Trust | $554,929 | 0.2% | +20% | — |
| 33 |  $USB | US BANCORP DE | $517,145 | 0.2% | +0% | 71.4 |
| 34 |  $META | Meta Platforms, Inc. | $504,643 | 0.2% | +2% | 80.9 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $473,817 | 0.2% | +0% | 72.8 |
| 36 |  $GOOG | Alphabet Inc. | $472,814 | 0.2% | -2% | 80.2 |
| 37 |  $VMI | VALMONT INDUSTRIES INC | $454,436 | 0.2% | +0% | 60.1 |
| 38 | — | INNOVATOR ETFS TRUST - EQUI DEF PRO APR | $398,074 | 0.2% | -3% | — |
| 39 | — | ISHARES TR - CORE S&P500 ETF | $381,445 | 0.1% | +0% | — |
| 40 | — | ISHARES TR - ESG AWARE MSCI | $354,283 | 0.1% | +0% | — |
| 41 | — | INNOVATOR ETFS TRUST - INNOVATOR US EQ | $342,104 | 0.1% | -22% | — |
| 42 |  $AMZN | AMAZON COM INC | $285,293 | 0.1% | +10% | 74.6 |
| 43 | — | ISHARES TR - MSCI EMG MKT ETF | $277,985 | 0.1% | +1% | — |
| 44 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $270,976 | 0.1% | +9% | — |
| 45 |  $KO | COCA COLA CO | $258,082 | 0.1% | +1% | 74 |
| 46 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $216,905 | 0.1% | +2% | — |
| 47 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $214,752 | 0.1% | +0% | 66.4 |
| 48 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $210,401 | 0.1% | NEW | — |
| 49 |  $TSLA | Tesla, Inc. | $207,776 | 0.1% | NEW | 50.1 |
New Positions (2)
$TSLA Tesla, Inc.$207,776Browse Top Institutional Investors
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