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Hiley Hunt Wealth Management Top Holdings and 13F Report (2026)

About Hiley Hunt Wealth Management

Investment Activity

  • Hiley Hunt Wealth Management has $253.06 million in total holdings as of June 30, 2026.
  • Hiley Hunt Wealth Management owns shares of 49 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 13.48% of the portfolio was purchased this quarter.
  • About 0.27% of the portfolio was sold this quarter.
  • This quarter, Hiley Hunt Wealth Management has purchased 47 new stocks and bought additional shares in 28 stocks.
  • Hiley Hunt Wealth Management sold shares of 14 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

88160R101 - Tesla
$207,776 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
282,876 shares (about $24.37M)
Dimensional Core Fixed Income ETF
39,088 shares (about $1.65M)
Vanguard Short-Term Corporate Bond ETF
19,586 shares (about $1.55M)
Vanguard S&P 500 Growth ETF
13,064 shares (about $1.08M)
Vanguard Value ETF
4,453 shares (about $970.44K)

Largest Sales this Quarter

iShares MSCI EAFE ETF
1,722 shares (about $178.89K)
INNOVATOR ETFS TRUST
2,753 shares (about $98.72K)
SPDR S&P 500 ETF Trust
54 shares (about $40.33K)
Vanguard FTSE Developed Markets ETF
466 shares (about $33.20K)

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
$39,790,279$970,441 â–²2.5%182,58315.7%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$31,955,469$1,649,905 â–²5.4%757,05912.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$29,164,665$24,366,928 â–²507.9%338,57311.5%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$21,658,281$1,547,884 â–²7.7%274,0518.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$17,852,708$33,203 â–¼-0.2%250,5647.1%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$17,228,081$240,066 â–²1.4%462,3756.8%ETF
DIMENSIONAL ETF TRUST
$12,731,933$967,005 â–²8.2%250,7275.0%ULTR FIX INC ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$12,331,057$310,754 â–²2.6%159,9154.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$9,951,232$12,310 â–¼-0.1%67,0983.9%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$9,395,054$234,492 â–¼-2.4%231,1783.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$9,103,962$224,195 â–²2.5%152,5213.6%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$6,341,566$178,677 â–²2.9%77,0172.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$5,740,689$322,198 â–²5.9%78,2002.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,430,173$18,014 â–¼-0.5%6,8551.4%Finance
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$2,508,110$8,314 â–²0.3%51,8901.0%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$2,110,657$13,181 â–¼-0.6%40,8330.8%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,074,010$178,885 â–¼-7.9%19,9650.8%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,467,980$5,984 â–¼-0.4%5,3970.6%Transportation
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,422,188$303 â–²0.0%4,6920.6%ETF
Apple Inc. stock logo
AAPL
Apple
$1,364,781$4,340 â–¼-0.3%4,7170.5%Computer and Technology
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$1,299,530$1,079,348 â–²490.2%15,7290.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,268,305$947,885 â–²295.8%15,7420.5%ETF
UJAN
Innovator U.S. Equity Ultra Buffer ETF - January
$1,105,3800.0%24,3840.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,018,860$30,965 â–²3.1%2,7310.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$684,822$40,328 â–¼-5.6%9170.3%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$663,560$5,949 â–¼-0.9%5,5770.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$635,541$240,978 â–²61.1%5,9050.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$630,577$936 â–²0.1%6740.2%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$587,572$440,679 â–²300.0%4,7320.2%ETF
WALMART INC
$575,291$113 â–²0.0%5,0790.2%COM
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$573,559$5,364 â–¼-0.9%4,1700.2%ETF
SPROTT ASSET MANAGEMENT LP
$554,929$93,935 â–²20.4%29,4080.2%PHYSICAL SILVER
U.S. Bancorp stock logo
USB
U.S. Bancorp
$517,1450.0%8,5620.2%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$504,643$9,739 â–²2.0%6,4770.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$473,817$1,270 â–²0.3%1,8660.2%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$472,814$10,007 â–¼-2.1%1,3230.2%Computer and Technology
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
$454,4360.0%7870.2%Industrials
INNOVATOR ETFS TRUST
$398,074$12,745 â–¼-3.1%15,1480.2%EQUI DEF PRO APR
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$381,4450.0%5090.2%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$354,283$447 â–²0.1%6,3340.1%ETF
INNOVATOR ETFS TRUST
$342,104$98,722 â–¼-22.4%9,5400.1%INNOVATOR US EQ
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$285,293$24,787 â–²9.5%1,1970.1%Retail/Wholesale
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$277,985$1,436 â–²0.5%4,0640.1%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$270,976$22,639 â–²9.1%3950.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$258,082$1,544 â–²0.6%3,1760.1%Consumer Staples
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$216,905$3,898 â–²1.8%3,8400.1%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$214,7520.0%5,8420.1%Energy
UOCT
Innovator U.S. Equity Ultra Buffer ETF - October
$210,401$210,401 â–²New Holding5,1180.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$207,776$207,776 â–²New Holding4940.1%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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