Hiley Hunt Wealth Management Top Holdings and 13F Report (2025) About Hiley Hunt Wealth ManagementInvestment ActivityHiley Hunt Wealth Management has $197.95 million in total holdings as of June 30, 2025.Hiley Hunt Wealth Management owns shares of 43 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.03% of the portfolio was purchased this quarter.About 0.38% of the portfolio was sold this quarter.This quarter, Hiley Hunt Wealth Management has purchased 43 new stocks and bought additional shares in 28 stocks.Hiley Hunt Wealth Management sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Value ETF $30,344,925Vanguard Growth ETF $26,718,360Dimensional Core Fixed Income ETF $24,368,381Vanguard Short-Term Corporate Bond ETF $15,587,227Vanguard FTSE Developed Markets ETF $13,864,336 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $242,326 Holding023135106 - Amazon.com $239,113 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 1,434 shares (about $890.03K)Dimensional International Core Equity 2 ETF 9,391 shares (about $289.81K)iShares Core S&P Mid-Cap ETF 4,475 shares (about $282.60K)Vanguard Growth ETF 641 shares (about $281.21K)iShares Core S&P Small-Cap ETF 2,309 shares (about $256.67K) Largest Sales this Quarter Vanguard S&P 500 Growth ETF 238 shares (about $94.55K)INNOVATOR ETFS TRUST 3,497 shares (about $89.43K)Vanguard Total Bond Market ETF 1,184 shares (about $86.24K)Microsoft 56 shares (about $27.87K)iShares MSCI EAFE ETF 127 shares (about $11.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHiley Hunt Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$30,344,925$228,630 ▲0.8%170,28615.3%ETFVUGVanguard Growth ETF$26,718,360$281,214 ▲1.1%60,90213.5%ETFDFCFDimensional Core Fixed Income ETF$24,368,381$169,132 ▲0.7%580,06112.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$15,587,227$203,476 ▲1.3%197,2577.9%ETFVEAVanguard FTSE Developed Markets ETF$13,864,336$133,533 ▲1.0%245,3437.0%ETFDFICDimensional International Core Equity 2 ETF$13,111,134$289,806 ▲2.3%424,8596.6%ETFIJHiShares Core S&P Mid-Cap ETF$9,436,980$282,595 ▲3.1%149,4384.8%ETFDIMENSIONAL ETF TRUST$8,565,365$127,457 ▲1.5%168,6104.3%ULTRASHORT FIXEDVWOVanguard FTSE Emerging Markets ETF$7,671,909$150,118 ▲2.0%155,2083.9%ETFIJRiShares Core S&P Small-Cap ETF$7,405,203$256,667 ▲3.6%66,6183.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,961,706$184,067 ▲2.7%235,5913.5%ETFDFASDimensional U.S. Small Cap ETF$4,302,313$256,150 ▲6.3%66,2102.2%ETFBNDVanguard Total Bond Market ETF$3,580,783$86,242 ▼-2.4%49,1601.8%ETFBRK.BBerkshire Hathaway$3,029,754$9,083 ▲0.3%6,3381.5%FinanceEFAiShares MSCI EAFE ETF$2,190,073$11,246 ▼-0.5%24,7331.1%FinanceDFNMDimensional National Municipal Bond ETF$1,805,784$6,313 ▲0.4%38,0410.9%ETFSPYSPDR S&P 500 ETF Trust$1,701,849$890,026 ▲109.6%2,7420.9%FinanceDFAUDimensional US Core Equity Market ETF$1,574,583$54,050 ▲3.6%36,9100.8%ETFMSFTMicrosoft$1,544,293$27,870 ▼-1.8%3,1030.8%Computer and TechnologyUNPUnion Pacific$1,309,931$4,001 ▼-0.3%5,5660.7%TransportationAAPLApple$1,244,494$1,260 ▲0.1%5,9280.6%Computer and TechnologyVBVanguard Small-Cap ETF$1,142,368$1,925 ▲0.2%4,7470.6%ETFVOVanguard Mid-Cap ETF$1,110,871$3,951 ▲0.4%3,9360.6%ETFVOOGVanguard S&P 500 Growth ETF$1,102,852$94,553 ▼-7.9%2,7760.6%ETFINNOVATOR ETFS TRUST$732,260$89,432 ▼-10.9%28,6330.4%EQUITY DEFINED PIVWiShares S&P 500 Growth ETF$713,380$1,432 ▲0.2%6,4760.4%ETFCOSTCostco Wholesale$670,1380.0%6750.3%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$654,242$95 ▲0.0%6,8610.3%ETFMUBiShares National Muni Bond ETF$642,994$730 ▼-0.1%6,1650.3%ETFUJANInnovator U.S. Equity Ultra Buffer ETF - January$519,3720.0%12,8240.3%ETFIWFiShares Russell 1000 Growth ETF$512,4380.0%1,2050.3%ETFWMTWalmart$504,3010.0%5,0760.3%Retail/WholesaleBSVVanguard Short-Term Bond ETF$481,866$7,664 ▲1.6%6,1620.2%ETFUSBU.S. Bancorp$430,4500.0%9,0090.2%FinanceIVViShares Core S&P 500 ETF$367,041$624 ▲0.2%5880.2%ETFUMARInnovator U.S. Equity Ultra Buffer ETF - March$323,3390.0%8,6040.2%ETFVMIValmont Industries$264,536$676 ▲0.3%7830.1%IndustrialsESMLiShares ESG Aware MSCI USA Small-Cap ETF$258,213$504 ▲0.2%6,1450.1%ETFJNJJohnson & Johnson$255,529$931 ▲0.4%1,6460.1%MedicalVOOVanguard S&P 500 ETF$242,326$242,326 ▲New Holding4250.1%ETFAMZNAmazon.com$239,113$239,113 ▲New Holding1,0700.1%Retail/WholesaleGOOGLAlphabet$238,493$177 ▲0.1%1,3490.1%Computer and TechnologyKOCocaCola$221,437$1,278 ▲0.6%3,1180.1%Consumer StaplesTSLATesla$0$242,688 ▼-100.0%00.0%Auto/Tires/TrucksPGProcter & Gamble$0$203,478 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
