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Hiley Hunt Wealth Management 13F Portfolio

Portfolio Manager
Hiley Hunt Wealth Management
Performance
-1.55% (2026 Q3)
AUM (13F)
$257.36M
# of Holdings
49
Performance Rank
Allocation (Top 20)
94.1%
Latest filing
Q3 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%187.3K$40.5M
+2.56%(+4.68K)
2025-Q3: 172.4K shares2025-Q4: 174.6K shares2026-Q1: 178.1K shares2026-Q2: 182.6K shares2026-Q3: 187.3K shares
$150.13(+48.01%)
2026-09-30
DFCF
DIMENSIONAL ETF TRUST
12.49%801.4K$32.2M
+5.86%(+44.35K)
2025-Q3: 618.2K shares2025-Q4: 687.8K shares2026-Q1: 718.0K shares2026-Q2: 757.1K shares2026-Q3: 801.4K shares
$41.75(-3.01%)
2026-09-30
VUG
VANGUARD INDEX FDS
12.09%345.3K$31.1M
+1.99%(+6.73K)
2025-Q3: 352.2K shares2025-Q4: 328.8K shares2026-Q1: 334.2K shares2026-Q2: 338.6K shares2026-Q3: 345.3K shares
$50.40(+76.22%)
2026-09-30
VCSH
VANGUARD SCOTTSDALE FDS
8.76%291.9K$22.5M
+6.52%(+17.86K)
2025-Q3: 214.1K shares2025-Q4: 243.2K shares2026-Q1: 254.5K shares2026-Q2: 274.1K shares2026-Q3: 291.9K shares
$77.70(-0.39%)
2026-09-30
VEA
VANGUARD TAX-MANAGED FDS
7.02%256.0K$18.1M
+2.17%(+5.44K)
2025-Q3: 250.1K shares2025-Q4: 248.8K shares2026-Q1: 251.0K shares2026-Q2: 250.6K shares2026-Q3: 256.0K shares
$47.37(+46.43%)
2026-09-30
DFIC
DIMENSIONAL ETF TRUST
7.01%479.8K$18.0M
+3.76%(+17.40K)
2025-Q3: 443.0K shares2025-Q4: 448.8K shares2026-Q1: 455.9K shares2026-Q2: 462.4K shares2026-Q3: 479.8K shares
$26.41(+42.13%)
2026-09-30
DUSB
DIMENSIONAL ETF TRUST
5.47%278.6K$14.1M
+11.11%(+27.87K)
2025-Q3: 180.0K shares2025-Q4: 221.3K shares2026-Q1: 231.7K shares2026-Q2: 250.7K shares2026-Q3: 278.6K shares
$50.67(-0.05%)
2026-09-30
IJH
ISHARES TR
4.6%164.5K$11.8M
+2.84%(+4.54K)
2025-Q3: 154.8K shares2025-Q4: 152.0K shares2026-Q1: 155.9K shares2026-Q2: 159.9K shares2026-Q3: 164.5K shares
$55.17(+31.20%)
2026-09-30
DFEM
DIMENSIONAL ETF TRUST
3.65%236.7K$9.4M
+2.39%(+5.53K)
2025-Q3: 237.9K shares2025-Q4: 230.4K shares2026-Q1: 236.9K shares2026-Q2: 231.2K shares2026-Q3: 236.7K shares
$25.57(+48.98%)
2026-09-30
VWO
VANGUARD INTL EQUITY INDEX F
3.63%157.4K$9.3M
+3.23%(+4.93K)
2025-Q3: 157.3K shares2025-Q4: 146.4K shares2026-Q1: 148.8K shares2026-Q2: 152.5K shares2026-Q3: 157.4K shares
$42.03(+38.07%)
2026-09-30

About Hiley Hunt Wealth Managementโ€™s portfolio

Hiley Hunt Wealth Management reports $257.36M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are VTV (15.7%), DFCF (12.5%) and VUG (12.1%). The top 20 holdings account for 94.1% of reported assets. Its disclosed equity book has returned +31.47% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
VTV โ€” 15.7% ($40.46M)DFCF โ€” 12.5% ($32.15M)VUG โ€” 12.1% ($31.11M)VCSH โ€” 8.8% ($22.55M)VEA โ€” 7.0% ($18.08M)DFIC โ€” 7.0% ($18.04M)DUSB โ€” 5.5% ($14.07M)IJH โ€” 4.6% ($11.83M)DFEM โ€” 3.7% ($9.40M)VWO โ€” 3.6% ($9.34M)Other โ€” 19.6% ($50.32M)
80%in top 10
  • VTV15.7%
  • DFCF12.5%
  • VUG12.1%
  • VCSH8.8%
  • VEA7.0%
  • DFIC7.0%
  • DUSB5.5%
  • IJH4.6%
  • DFEM3.7%
  • VWO3.6%
  • Other19.6%

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
USEPINNOVATOR ETFS TRUST0.1%
TRVTRAVELERS COMPANIES INC0.1%
Added to
22
DFCFDIMENSIONAL ETF TRUST+5.9%
DUSBDIMENSIONAL ETF TRUST+11.1%
VCSHVANGUARD SCOTTSDALE FDS+6.5%
VTVVANGUARD INDEX FDS+2.6%
+18 more
Trimmed
16
BSVVANGUARD BD INDEX FDS-48.2%
EALTINNOVATOR ETFS TRUST-42.2%
SPYSTATE STR SPDR S&P 500 ETF T-17.4%
IVVISHARES TR-26.1%
+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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