Hiley Hunt Wealth Management — 13F Holdings & Portfolio
CIK 2048051 · latest 13F-HR filed 2026-04-06
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$226.7M
Long-equity book
Holdings
47
Distinct positions
Period
2026-03-31
Filed 2026-04-06
Q/Q Activity
+3 / −5 / ↑7 / ↓13
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$564.1K +7.4%
- INNOVATOR ETFS TRUST$481.8K +86.8%
- DIMENSIONAL ETF TRUST$314.8K +6.3%
- COSTCO WHSL CORP NEW$91.0K +15.7%
- JOHNSON & JOHNSON$70.7K +18.4%
Top Trims
- VANGUARD INDEX FDS-$2.4M -9.0%
- MICROSOFT CORP-$307.4K -23.9%
- INNOVATOR ETFS TRUST-$216.7K -34.4%
- APPLE INC-$192.8K -13.8%
- BERKSHIRE HATHAWAY INC DEL-$185.7K -5.3%
New Positions
- SPROTT ASSET MANAGEMENT LP$595.8K
- ENTERPRISE PRODS PARTNERS L$221.1K
- J P MORGAN EXCHANGE TRADED F$213.7K
Exited Positions
- ISHARES SILVER TR$576.9K
- SPDR GOLD TR$472.4K
- INNOVATOR ETFS TRUST$444.4K
- INNOVATOR ETFS TRUST$244.0K
- INNOVATOR ETFS TRUST$202.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTV | 922908744 | $34.9M | 15.41% | 178,130 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $30.3M | 13.37% | 717,971 | SH |
| 3 | VANGUARD INDEX FDS | VUG | 922908736 | $24.3M | 10.73% | 55,697 | SH |
| 4 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $20.2M | 8.90% | 254,465 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $16.2M | 7.14% | 455,932 | SH |
| 6 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $16.1M | 7.09% | 251,030 | SH |
| 7 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $11.7M | 5.18% | 231,684 | SH |
| 8 | ISHARES TR | IJH | 464287507 | $10.5M | 4.64% | 155,885 | SH |
| 9 | ISHARES TR | IJR | 464287804 | $8.4M | 3.68% | 67,181 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $8.2M | 3.61% | 236,948 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $8.0M | 3.55% | 148,765 | SH |
| 12 | VANGUARD BD INDEX FDS | BND | 921937835 | $5.4M | 2.40% | 73,811 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $5.3M | 2.35% | 74,847 | SH |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.3M | 1.46% | 6,891 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $2.5M | 1.09% | 51,718 | SH |
| 16 | ISHARES TR | EFA | 464287465 | $2.1M | 0.93% | 21,687 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $1.9M | 0.82% | 41,088 | SH |
| 18 | UNION PAC CORP | UNP | 907818108 | $1.3M | 0.58% | 5,419 | SH |
| 19 | VANGUARD INDEX FDS | VB | 922908751 | $1.2M | 0.54% | 4,691 | SH |
| 20 | APPLE INC | AAPL | 037833100 | $1.2M | 0.53% | 4,732 | SH |
| 21 | VANGUARD INDEX FDS | VO | 922908629 | $1.1M | 0.50% | 3,977 | SH |
| 22 | VANGUARD ADMIRAL FDS INC | VOOG | 921932505 | $1.1M | 0.48% | 2,665 | SH |
| 23 | INNOVATOR ETFS TRUST | UJAN | 45782C300 | $1.0M | 0.46% | 24,384 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $980.4K | 0.43% | 2,648 | SH |
| 25 | COSTCO WHSL CORP NEW | COST | 22160K105 | $670.7K | 0.30% | 673 | SH |
| 26 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $631.5K | 0.28% | 971 | SH |
| 27 | WALMART INC | WMT | 931142103 | $631.1K | 0.28% | 5,078 | SH |
| 28 | SPROTT ASSET MANAGEMENT LP | PSLV | 85207K107 | $595.8K | 0.26% | 24,430 | SH |
| 29 | SPDR SERIES TRUST | SPYG | 78464A409 | $550.9K | 0.24% | 5,627 | SH |
| 30 | ISHARES TR | IWF | 464287614 | $504.4K | 0.22% | 1,183 | SH |
| 31 | VANGUARD BD INDEX FDS | BSV | 921937827 | $498.1K | 0.22% | 6,352 | SH |
| 32 | ISHARES TR | IVW | 464287309 | $476.1K | 0.21% | 4,209 | SH |
| 33 | JOHNSON & JOHNSON | JNJ | 478160104 | $454.9K | 0.20% | 1,861 | SH |
| 34 | US BANCORP DEL | USB | 902973304 | $445.3K | 0.20% | 8,562 | SH |
| 35 | INNOVATOR ETFS TRUST | EALT | 45783Y475 | $412.9K | 0.18% | 12,293 | SH |
| 36 | INNOVATOR ETFS TRUST | APOC | 45784N882 | $399.3K | 0.18% | 15,633 | SH |
| 37 | ISHARES TR | MUB | 464288414 | $389.2K | 0.17% | 3,666 | SH |
| 38 | ALPHABET INC | GOOGL | 02079K305 | $388.4K | 0.17% | 1,351 | SH |
| 39 | ISHARES TR | IVV | 464287200 | $332.5K | 0.15% | 509 | SH |
| 40 | VALMONT INDS INC | VMI | 920253101 | $314.4K | 0.14% | 787 | SH |
| 41 | ISHARES TR | ESML | 46435U663 | $297.5K | 0.13% | 6,326 | SH |
| 42 | COCA COLA CO | KO | 191216100 | $240.1K | 0.11% | 3,157 | SH |
| 43 | ISHARES TR | EEM | 464287234 | $229.6K | 0.10% | 4,043 | SH |
| 44 | AMAZON COM INC | AMZN | 023135106 | $227.6K | 0.10% | 1,093 | SH |
| 45 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $221.1K | 0.10% | 5,842 | SH |
| 46 | VANGUARD INDEX FDS | VOO | 922908363 | $216.1K | 0.10% | 362 | SH |
| 47 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $213.7K | 0.09% | 3,771 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-06 | $226.7M | 47 | 0001214659-26-004344 |
| 2025-12-31 | 2026-01-06 | $223.5M | 49 | 0001214659-26-000143 |