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CIK: 0002048051
Total reported value
$253.1M
$253.1M
49 檔
49.1%
The Q4 2025 SEC filing reveals that Hiley Hunt Wealth Management held a total portfolio value of $253.1M, covering 49 public equity positions.
In Q4 2025, Hiley Hunt Wealth Management displayed an active expansion posture, initiating 3 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 14.92% | +0.31% | +1.28% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 13.10% | -0.74% | +11.25% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 11.96% | +0.79% | -6.66% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.68% | -0.34% | +13.58% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.95% | -0.04% | -0.54% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 6.92% | -0.33% | +1.31% | |
| 7 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 5.02% | -0.15% | +22.97% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.49% | +0.23% | -1.83% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.56% | +0.25% | -3.90% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.52% | +0.05% | -6.96% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.41% | +0.10% | -3.15% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.43% | -0.13% | +44.75% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.24% | +0.16% | +2.02% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.56% | -0.10% | +5.17% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.06% | -0.10% | +6.87% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.95% | -0.11% | -3.15% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.83% | +0.01% | +6.44% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.01% | +0.08% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.03% | -1.00% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | — | -0.95% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.02% | -0.57% | |
| 22 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.03% | -2.70% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | — | +0.66% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.01% | -5.16% | |
| 25 | EALT | Innovator US Eqty 5to15 Buff | ETF-Other | 0.28% | -0.04% | — | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | +0.02% | +0.04% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.05% | +0.15% | |
| 28 | SLV | Ishares Silver Trust | ETF-Commodities | 0.26% | — | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.01% | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.05% | — | |
| 31 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.25% | -0.02% | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | +0.02% | -30.26% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.22% | -0.02% | +0.37% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | — | +84.81% | |
| 35 | USB | US Bancorp | Stock-Financials | 0.20% | — | -4.96% | |
| 36 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.20% | — | -37.19% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.02% | — | |
| 38 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 0.19% | -0.02% | -43.11% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | +0.34% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.18% | +0.08% | +0.49% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.01% | +12.41% | |
| 42 | VMI | Valmont Industries | Stock-Industrials | 0.14% | +0.04% | +0.26% | |
| 43 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.13% | +0.01% | +2.57% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | +0.01% | — | |
| 45 | DDTN | Invtr Eq Dd 10 Buf ETF Nov | ETF-Other | 0.11% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.10% | +0.01% | +1.40% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | -0.01% | +1.25% | |
| 49 | UMAR | Innovator U.s. Equity Ultra | ETF-Other | 0.09% | — | -16.49% |
According to official SEC Form 13F filings, Hiley Hunt Wealth Management reported a total U.S. public equity portfolio value of $253.1M across 49 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, DFCF, VUG) accounted for 49.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
EALT
市值: $629.6K
Top Position Liquidated / Trimmed
VUG
前期市值: $28.2M
During Q4 2025, Hiley Hunt Wealth Management's top holdings by market value included VTV (14.9%)、DFCF (13.1%)、VUG (12.0%). The largest single position, VTV, represented 14.9% of total portfolio value.
In Q4 2025, Hiley Hunt Wealth Management made 43 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 17 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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