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Hiley Hunt Wealth Management 13F Portfolio

Portfolio Manager
Hiley Hunt Wealth Management
Performance
+8.53% (2026 Q2)
AUM (13F)
$253.06M
# of Holdings
49
Performance Rank
Allocation (Top 20)
93.89%
Latest filing
Q2 2026

Hiley Hunt Wealth Management Holdings Map

Top 49 Hiley Hunt Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS
15.72%182.6K$39.8M
+2.50%(+4.45K)
2025-Q2: 170.3K shares2025-Q3: 172.4K shares2025-Q4: 174.6K shares2026-Q1: 178.1K shares2026-Q2: 182.6K shares
$148.42(+52.14%)
2026-06-30
DFCF
DIMENSIONAL ETF TRUST
12.63%757.1K$32.0M
+5.44%(+39.09K)
2025-Q2: 580.1K shares2025-Q3: 618.2K shares2025-Q4: 687.8K shares2026-Q1: 718.0K shares2026-Q2: 757.1K shares
$41.78(-0.25%)
2026-06-30
VUG
VANGUARD INDEX FDS
11.52%338.6K$29.2M
+1.31%(+4.39K)
2025-Q2: 365.4K shares2025-Q3: 352.2K shares2025-Q4: 328.8K shares2026-Q1: 334.2K shares2026-Q2: 338.6K shares
$49.65(+79.37%)
2026-06-30
VCSH
VANGUARD SCOTTSDALE FDS
8.56%274.1K$21.7M
+7.70%(+19.59K)
2025-Q2: 197.3K shares2025-Q3: 214.1K shares2025-Q4: 243.2K shares2026-Q1: 254.5K shares2026-Q2: 274.1K shares
$77.67(+1.12%)
2026-06-30
VEA
VANGUARD TAX-MANAGED FDS
7.05%250.6K$17.9M
-0.19%(-466)
2025-Q2: 245.3K shares2025-Q3: 250.1K shares2025-Q4: 248.8K shares2026-Q1: 251.0K shares2026-Q2: 250.6K shares
$46.86(+55.77%)
2026-06-30
DFIC
DIMENSIONAL ETF TRUST
6.81%462.4K$17.2M
+1.41%(+6.44K)
2025-Q2: 424.9K shares2025-Q3: 443.0K shares2025-Q4: 448.8K shares2026-Q1: 455.9K shares2026-Q2: 462.4K shares
$25.99(+50.89%)
2026-06-30
DUSB
DIMENSIONAL ETF TRUST
5.03%250.7K$12.7M
+8.22%(+19.04K)
2025-Q2: 168.6K shares2025-Q3: 180.0K shares2025-Q4: 221.3K shares2026-Q1: 231.7K shares2026-Q2: 250.7K shares
$50.67(+0.30%)
2026-06-30
IJH
ISHARES TR
4.87%159.9K$12.3M
+2.59%(+4.03K)
2025-Q2: 149.4K shares2025-Q3: 154.8K shares2025-Q4: 152.0K shares2026-Q1: 155.9K shares2026-Q2: 159.9K shares
$54.62(+42.65%)
2026-06-30
IJR
ISHARES TR
3.93%67.1K$10.0M
-0.12%(-83)
2025-Q2: 66.6K shares2025-Q3: 68.9K shares2025-Q4: 66.2K shares2026-Q1: 67.2K shares2026-Q2: 67.1K shares
$103.01(+44.41%)
2026-06-30
DFEM
DIMENSIONAL ETF TRUST
3.71%231.2K$9.4M
-2.44%(-5.77K)
2025-Q2: 235.6K shares2025-Q3: 237.9K shares2025-Q4: 230.4K shares2026-Q1: 236.9K shares2026-Q2: 231.2K shares
$25.22(+56.28%)
2026-06-30

About Hiley Hunt Wealth Managementโ€™s portfolio

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 concentration

Portfolio concentration
VTV โ€” 15.7% ($39.79M)DFCF โ€” 12.6% ($31.96M)VUG โ€” 11.5% ($29.16M)VCSH โ€” 8.6% ($21.66M)VEA โ€” 7.1% ($17.85M)DFIC โ€” 6.8% ($17.23M)DUSB โ€” 5.0% ($12.73M)IJH โ€” 4.9% ($12.33M)IJR โ€” 3.9% ($9.95M)DFEM โ€” 3.7% ($9.40M)Other โ€” 20.2% ($51.00M)
80%in top 10
  • VTV15.7%
  • DFCF12.6%
  • VUG11.5%
  • VCSH8.6%
  • VEA7.1%
  • DFIC6.8%
  • DUSB5.0%
  • IJH4.9%
  • IJR3.9%
  • DFEM3.7%
  • Other20.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
UOCTINNOVATOR ETFS TRUST0.1%
TSLATESLA INC0.1%
Added to
25
DFCFDIMENSIONAL ETF TRUST+5.4%
VCSHVANGUARD SCOTTSDALE FDS+7.7%
VTVVANGUARD INDEX FDS+2.5%
DUSBDIMENSIONAL ETF TRUST+8.2%
+21 more
Trimmed
16
DFEMDIMENSIONAL ETF TRUST-2.4%
EFAISHARES TR-7.9%
EALTINNOVATOR ETFS TRUST-22.4%
SPYSTATE STR SPDR S&P 500 ETF T-5.6%
+12 more

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Source filings

Holdings on this page are parsed from Hiley Hunt Wealth Managementโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2048051). View Hiley Hunt Wealth Managementโ€™s 13F filings on SEC

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