Top 49 Hiley Hunt Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 15.72% | 182.6K | $39.8M | +2.50%(+4.45K) | $148.42(+52.14%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 12.63% | 757.1K | $32.0M | +5.44%(+39.09K) | $41.78(-0.25%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 11.52% | 338.6K | $29.2M | +1.31%(+4.39K) | $49.65(+79.37%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 8.56% | 274.1K | $21.7M | +7.70%(+19.59K) | $77.67(+1.12%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.05% | 250.6K | $17.9M | -0.19%(-466) | $46.86(+55.77%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.81% | 462.4K | $17.2M | +1.41%(+6.44K) | $25.99(+50.89%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 5.03% | 250.7K | $12.7M | +8.22%(+19.04K) | $50.67(+0.30%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.87% | 159.9K | $12.3M | +2.59%(+4.03K) | $54.62(+42.65%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.93% | 67.1K | $10.0M | -0.12%(-83) | $103.01(+44.41%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.71% | 231.2K | $9.4M | -2.44%(-5.77K) | $25.22(+56.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +33.53% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +31.47% |
Hiley Hunt Wealth Management reports $253.06M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are VTV (15.7%), DFCF (12.6%) and VUG (11.5%). The top 20 holdings account for 93.89% of reported assets. Its disclosed equity book has returned +33.53% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hiley Hunt Wealth Managementโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2048051). View Hiley Hunt Wealth Managementโs 13F filings on SEC