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Hiley Hunt Wealth Management Top Holdings and 13F Report (2025)

About Hiley Hunt Wealth Management

Investment Activity

  • Hiley Hunt Wealth Management has $212.55 million in total holdings as of September 30, 2025.
  • Hiley Hunt Wealth Management owns shares of 46 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 3.64% of the portfolio was purchased this quarter.
  • About 1.55% of the portfolio was sold this quarter.
  • This quarter, Hiley Hunt Wealth Management has purchased 43 new stocks and bought additional shares in 22 stocks.
  • Hiley Hunt Wealth Management sold shares of 14 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

78463V107 - SPDR Gold Shares
$229,278 Holding
464287234 - iShares MSCI Emerging Markets ETF
$212,896 Holding

Largest Purchases this Quarter

Dimensional Core Fixed Income ETF
38,133 shares (about $1.63M)
Vanguard Short-Term Corporate Bond ETF
16,878 shares (about $1.35M)
Dimensional International Core Equity 2 ETF
18,187 shares (about $596.35K)
DIMENSIONAL ETF TRUST
11,396 shares (about $578.69K)

Largest Sales this Quarter

Vanguard Growth ETF
2,198 shares (about $1.05M)
SPDR S&P 500 ETF Trust
1,482 shares (about $987.24K)
iShares National Muni Bond ETF
2,488 shares (about $264.97K)
Microsoft
413 shares (about $213.90K)
Apple
805 shares (about $204.98K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHiley Hunt Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$32,154,801$398,156 1.3%172,42115.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$28,155,235$1,054,191 -3.6%58,70413.2%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$26,433,968$1,630,567 6.6%618,19412.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$17,115,805$1,349,058 8.6%214,1358.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$14,987,011$286,058 1.9%250,1177.1%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$14,527,479$596,352 4.3%443,0466.8%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$10,103,169$350,838 3.6%154,8144.8%ETF
DIMENSIONAL ETF TRUST
$9,140,727$578,690 6.8%180,0064.3%ULTRASHORT FIXED
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,524,586$115,404 1.4%157,3384.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$8,191,912$275,686 3.5%68,9383.9%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$7,629,942$74,531 1.0%237,9153.6%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$4,824,764$292,049 6.4%70,4762.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,770,035$114,009 3.1%50,6931.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,317,079$130,712 4.1%6,5981.6%Finance
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$2,203,030$377,839 20.7%45,9161.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,125,065$184,216 -8.0%22,7601.0%Finance
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$1,698,388$9,381 0.6%37,1150.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,393,170$213,896 -13.3%2,6900.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,304,477$204,978 -13.6%5,1230.6%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,299,913$15,838 -1.2%5,4990.6%Transportation
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,207,1200.0%4,7470.6%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$1,191,790$16,982 -1.4%2,7370.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,156,1750.0%3,9360.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$839,350$987,235 -54.0%1,2600.4%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$732,100$49,740 -6.4%6,0640.3%ETF
INNOVATOR ETFS TRUST
$721,431$20,736 -2.8%27,8330.3%EQUITY DEFINED P
UAUG
Innovator U.S. Equity Ultra Buffer ETF - August
$696,636$696,636 New Holding17,7230.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$621,389$3,704 -0.6%6710.3%Retail/Wholesale
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$587,685$129,389 -18.0%5,6230.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$564,4340.0%1,2050.3%ETF
UJAN
Innovator U.S. Equity Ultra Buffer ETF - January
$540,2210.0%12,8240.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$523,231$103 0.0%5,0770.2%Retail/Wholesale
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$492,059$5,839 1.2%6,2360.2%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$435,4050.0%9,0090.2%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$394,844$1,338 0.3%5900.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$391,599$264,971 -40.4%3,6770.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$328,088$243 0.1%1,3500.2%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$306,236$1,112 0.4%1,6520.1%Medical
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
$304,069$388 0.1%7840.1%Industrials
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$277,606$586 0.2%6,1580.1%ETF
UMAR
Innovator U.S. Equity Ultra Buffer ETF - March
$236,635$99,008 -29.5%6,0660.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$234,9400.0%1,0700.1%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$229,278$229,278 New Holding6450.1%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$220,260$39,769 -15.3%3600.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$212,896$212,896 New Holding3,9870.1%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$206,8120.0%3,1180.1%Consumer Staples

Showing largest 100 holdings. View all holdings.
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