Hiley Hunt Wealth Management Top Holdings and 13F Report (2026) About Hiley Hunt Wealth ManagementInvestment ActivityHiley Hunt Wealth Management has $226.73 million in total holdings as of March 31, 2026.Hiley Hunt Wealth Management owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.04% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Hiley Hunt Wealth Management has purchased 49 new stocks and bought additional shares in 28 stocks.Hiley Hunt Wealth Management sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Value ETF $34,949,100Dimensional Core Fixed Income ETF $30,312,730Vanguard Growth ETF $24,327,864Vanguard Short-Term Corporate Bond ETF $20,171,432Dimensional International Core Equity 2 ETF $16,199,262 Largest New Holdings this Quarter 85207K107 - SPROTT ASSET MANAGEMENT LP $595,848 Holding293792107 - Enterprise Products Partners $221,061 Holding46641Q332 - JPMorgan Equity Premium Income ETF $213,718 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 30,219 shares (about $1.28M)Vanguard Short-Term Corporate Bond ETF 11,243 shares (about $891.23K)Vanguard Value ETF 3,498 shares (about $686.31K)SPROTT ASSET MANAGEMENT LP 24,430 shares (about $595.85K)DIMENSIONAL ETF TRUST 10,335 shares (about $524.09K) Largest Sales this Quarter INNOVATOR ETFS TRUST 5,547 shares (about $186.32K)SPDR S&P 500 ETF Trust 224 shares (about $145.68K)Apple 395 shares (about $100.24K)iShares Core S&P 500 ETF 83 shares (about $54.22K)iShares MSCI EAFE ETF 357 shares (about $34.68K) 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$34,949,100$686,307 ▲2.0%178,13015.4%ETFDFCFDimensional Core Fixed Income ETF$30,312,730$1,275,846 ▲4.4%717,97113.4%ETFVUGVanguard Growth ETF$24,327,864$393,547 ▲1.6%55,69710.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$20,171,432$891,232 ▲4.6%254,4658.9%ETFDFICDimensional International Core Equity 2 ETF$16,199,262$251,730 ▲1.6%455,9327.1%ETFVEAVanguard FTSE Developed Markets ETF$16,086,026$145,141 ▲0.9%251,0307.1%ETFDIMENSIONAL ETF TRUST$11,748,678$524,087 ▲4.7%231,6845.2%ULTRASHORT FIXEDIJHiShares Core S&P Mid-Cap ETF$10,526,925$263,300 ▲2.6%155,8854.6%ETFIJRiShares Core S&P Small-Cap ETF$8,351,235$115,856 ▲1.4%67,1813.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,186,563$225,370 ▲2.8%236,9483.6%ETFVWOVanguard FTSE Emerging Markets ETF$8,040,741$128,206 ▲1.6%148,7653.5%ETFBNDVanguard Total Bond Market ETF$5,435,438$31,739 ▲0.6%73,8112.4%ETFDFASDimensional U.S. Small Cap ETF$5,323,861$209,833 ▲4.1%74,8472.3%ETFBRK.BBerkshire Hathaway$3,302,167$23,002 ▼-0.7%6,8911.5%FinanceDFNMDimensional National Municipal Bond ETF$2,478,842$126,823 ▲5.4%51,7181.1%ETFEFAiShares MSCI EAFE ETF$2,106,447$34,675 ▼-1.6%21,6870.9%FinanceDFAUDimensional US Core Equity Market ETF$1,853,893$71,335 ▲4.0%41,0880.8%ETFUNPUnion Pacific$1,314,648$6,793 ▼-0.5%5,4190.6%TransportationVBVanguard Small-Cap ETF$1,228,706$7,596 ▼-0.6%4,6910.5%ETFAAPLApple$1,200,907$100,245 ▼-7.7%4,7320.5%Computer and TechnologyVOVanguard Mid-Cap ETF$1,142,240$4,308 ▲0.4%3,9770.5%ETFVOOGVanguard S&P 500 Growth ETF$1,086,302$815 ▲0.1%2,6650.5%ETFUJANInnovator U.S. Equity Ultra Buffer ETF - January$1,036,564$491,416 ▲90.1%24,3840.5%ETFMSFTMicrosoft$980,393$5,554 ▼-0.6%2,6480.4%Computer and TechnologyCOSTCostco Wholesale$670,725$997 ▲0.1%6730.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$631,489$145,678 ▼-18.7%9710.3%FinanceWALMART INC$631,067$124 ▲0.0%5,0780.3%COMSPROTT ASSET MANAGEMENT LP$595,848$595,848 ▲New Holding24,4300.3%PHYSICAL SILVERSPYGSPDR Portfolio S&P 500 Growth ETF$550,931$196 ▲0.0%5,6270.2%ETFIWFiShares Russell 1000 Growth ETF$504,431$9,381 ▼-1.8%1,1830.2%ETFBSVVanguard Short-Term Bond ETF$498,082$7,292 ▲1.5%6,3520.2%ETFIVWiShares S&P 500 Growth ETF$476,058$2,262 ▼-0.5%4,2090.2%ETFJNJJohnson & Johnson$454,908$978 ▲0.2%1,8610.2%MedicalUSBU.S. Bancorp$445,3100.0%8,5620.2%FinanceINNOVATOR ETFS TRUST$412,922$186,324 ▼-31.1%12,2930.2%INNOVATOR US EQINNOVATOR ETFS TRUST$399,267$5,108 ▼-1.3%15,6330.2%EQUITY DEFINED PMUBiShares National Muni Bond ETF$389,164$3,078 ▼-0.8%3,6660.2%ETFGOOGLAlphabet$388,364$287 ▲0.1%1,3510.2%Computer and TechnologyIVViShares Core S&P 500 ETF$332,480$54,216 ▼-14.0%5090.1%ETFVMIValmont Industries$314,368$399 ▲0.1%7870.1%IndustrialsESMLiShares ESG Aware MSCI USA Small-Cap ETF$297,451$470 ▲0.2%6,3260.1%ETFKOCocaCola$240,1000.0%3,1570.1%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$229,6230.0%4,0430.1%FinanceAMZNAmazon.com$227,639$4,790 ▲2.1%1,0930.1%Retail/WholesaleEPDEnterprise Products Partners$221,061$221,061 ▲New Holding5,8420.1%EnergyVOOVanguard S&P 500 ETF$216,069$1,194 ▲0.6%3620.1%ETFJEPIJPMorgan Equity Premium Income ETF$213,718$213,718 ▲New Holding3,7710.1%ETFSLViShares Silver Trust$0$576,881 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$472,402 ▼-100.0%00.0%FinanceUAUGInnovator U.S. Equity Ultra Buffer ETF - August$0$444,350 ▼-100.0%00.0%ETFINNOVATOR ETFS TRUST$0$244,019 ▼-100.0%00.0%EQUITY DUAL DIREUMARInnovator U.S. Equity Ultra Buffer ETF - March$0$202,386 ▼-100.0%00.0%ETFShowing 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. 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