HH
Hiley Hunt Wealth Management 13F Holdings & Recent Stock Buys (Q3 2026)
Hiley Hunt Wealth ManagementCIK: 0002048051
Diversified strategyMomentum followerLong-term holder
Total reported value
$257.4M
Reporting period: 2026-09-30 · Number of holdings: 49
Hiley Hunt Wealth Management disclosed 49 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $257.4M and a quarterly turnover rate of 4.2%.
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Personality snowflake
- Concentration
- 33.29
- Portfolio Stability
- 4.25
- Momentum
- 100
- Sector conviction
- 64.22
- Diversification
- 98
- Sizing Uniformity
- 82.28
Hiley Hunt Wealth Management's disclosed holdings carry a Herfindahl concentration index of 0.083 — mathematically equivalent to about 12 equally-sized positions, well below its 49 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.77), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.9 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VUG
+2.0% $2.0M
Add DUSB
+11.1% $1.3M
Trim IJR
+2.3% -$616.0K
Trim IJH
+2.8% -$498.8K
Add VCSH
+6.5% $891.4K
Add DFIC
+3.8% $816.3K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 15.72% | — | +2.56% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 12.49% | -0.14% | +5.86% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 12.09% | +0.57% | +1.99% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.76% | +0.20% | +6.52% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.02% | -0.03% | +2.17% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 7.01% | +0.20% | +3.76% | |
| 7 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 5.47% | +0.44% | +11.11% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.60% | -0.27% | +2.84% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.65% | -0.06% | +2.39% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.63% | +0.03% | +3.23% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.63% | -0.30% | +2.27% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.42% | -0.09% | +4.44% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.11% | -0.16% | -0.94% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.03% | — | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.93% | -0.06% | +0.35% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.79% | -0.03% | -1.68% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.79% | -0.04% | -4.68% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.03% | -5.89% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | -0.01% | -0.35% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | +0.12% | -5.16% | |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | — | -2.12% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | -0.06% | -3.92% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | -0.02% | +0.20% | |
| 24 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.44% | — | — | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | +0.01% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.01% | +0.45% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.23% | -0.02% | +0.80% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | — | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | — | -0.50% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | -0.05% | -17.45% | |
| 31 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.22% | — | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.02% | +0.06% | |
| 33 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 0.19% | +0.03% | +23.55% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | — | +0.21% | |
| 35 | USB | US Bancorp | Stock-Financials | 0.19% | -0.01% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | -0.03% | -11.56% | |
| 37 | VMI | Valmont Industries | Stock-Industrials | 0.14% | -0.04% | — | |
| 38 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.13% | -0.01% | +0.19% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.01% | +2.09% | |
| 40 | USEP | Innovator U.s. Equity Ultra | ETF-Other | 0.11% | +0.11% | NEW | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | -0.04% | -26.13% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.11% | +0.02% | +29.35% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | -0.51% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.11% | — | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | — | -3.65% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.10% | -0.10% | -48.17% | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.08% | +0.08% | NEW | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.08% | — | — | |
| 49 | EALT | Innovator US Eqty 5to15 Buff | ETF-Other | 0.08% | -0.06% | -42.19% |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q4 2026
+0.2%
Performance Last 4 Quarters
+11.7%
- Stdev
- +8.1%
- Beta
- +0.56
- Alpha
- +2.2%
- Max Drawdown
- -4.5%
- Annualized Perf
- +12.5%
- Batting Avg vs S&P
- +37.5%
- Sortino
- +2.68
- Stutzer
- +0.43
- Treynor
- +0.22
- Sterling
- +0.89
- Calmar
- +2.76
- Information Ratio
- -0.81
- Tracking Error
- +7%
- Stdev Down
- +4.5%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +22.6%
- Worst 12 Months
- +6%
- Efficiency Ratio
- +0.54
- Sharpe
- +1.51
- Stdev Sectors
- +10.5%
- Skewness
- -0.65
- Kurtosis
- -0.24
- Upside Potential
- +4.16
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Hiley Hunt Wealth Management's most significant position changes for 2026-09-30: New buy: Innovator U.s. Equity Ultra (USEP); Sold out: Innovator U.s. Equity Ultra (UOCT); New buy: Travelers Cos Inc/the (TRV); Sold out: Tesla Inc (TSLA); Add: Vanguard Growth ETF (VUG) — shares +1.99%.
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Filing History
FAQ
What is Hiley Hunt Wealth Management and what type of investor is it?
Hiley Hunt Wealth Management is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $257.4M, spread across 49 disclosed positions.
What are Hiley Hunt Wealth Management's largest equity positions?
Based on the latest 13F filing, Hiley Hunt Wealth Management's top holdings by market value are:
1. Vanguard Value ETF (VTV) — $40.5M (15.7%)
2. Dimensional Core Fixed Inc (DFCF) — $32.2M (12.5%)
3. Vanguard Growth ETF (VUG) — $31.1M (12.1%)
4. Vanguard S/t CORP Bond ETF (VCSH) — $22.5M (8.8%)
5. Vanguard Ftse Developed ETF (VEA) — $18.1M (7.0%)
What changes did Hiley Hunt Wealth Management make in its most recent portfolio filing?
In the latest reported quarter, Hiley Hunt Wealth Management made 42 notable position adjustments: 2 new positions were initiated, 22 existing holdings were added to, 16 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Innovator U.s. Equity Ultra (USEP); Sold out: Innovator U.s. Equity Ultra (UOCT); New buy: Travelers Cos Inc/the (TRV); Sold out: Tesla Inc (TSLA); Add: Vanguard Growth ETF (VUG) — shares +1.99%
What sectors does Hiley Hunt Wealth Management focus on?
Hiley Hunt Wealth Management is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 34.4%
• Industrials: 22.4%
• Consumer Staples: 17.3%
• Financials: 8.6%
• Health Care: 6.1%
• Communication Services: 4.9%
Investment Profile
Hiley Hunt Wealth Management returned an annualized 12.5% over the trailing 32 months — outperforming the S&P 500 by 2.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.56 (less volatile than the market) and a 38% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 34.4% of the portfolio concentrated in Information Technology.
It has added to its VUG position over the past two quarters (+$6.8M, now $31.1M), while trimming EALT over the same stretch (-$211.4K, still holding $201.5K).
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