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CIK: 0002048051
Total reported value
$253.1M
$253.1M
47 檔
49.8%
In Q1 2026, Hiley Hunt Wealth Management's U.S. equity holdings reached a combined market value of $253.1M, distributed across 47 disclosed stock positions.
In Q1 2026, Hiley Hunt Wealth Management displayed an active expansion posture, initiating 3 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 15.41% | +0.31% | +2.00% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 13.37% | -0.74% | +4.39% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 10.73% | +0.79% | +1.64% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.90% | -0.34% | +4.62% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 7.14% | -0.33% | +1.58% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.09% | -0.04% | +0.91% | |
| 7 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 5.18% | -0.15% | +4.67% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.64% | +0.23% | +2.57% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.68% | +0.25% | +1.41% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.61% | +0.10% | +2.83% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.55% | +0.05% | +1.62% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.40% | -0.13% | +0.59% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.35% | +0.16% | +4.10% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.10% | -0.69% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.09% | -0.10% | +5.39% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.93% | -0.11% | -1.62% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.82% | +0.01% | +4.00% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | — | -0.51% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.02% | -0.61% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.01% | -7.70% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | — | +0.38% | |
| 22 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.03% | +0.08% | |
| 23 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.46% | -0.02% | +90.14% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.03% | -0.56% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.05% | +0.15% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.01% | -18.74% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.05% | +0.02% | |
| 28 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.26% | -0.04% | — | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | +0.02% | +0.04% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | +0.01% | -1.83% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.22% | -0.02% | +1.49% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.21% | +0.02% | -0.47% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.01% | +0.22% | |
| 34 | USB | US Bancorp | Stock-Financials | 0.20% | — | — | |
| 35 | EALT | Innovator US Eqty 5to15 Buff | ETF-Other | 0.18% | -0.04% | -31.09% | |
| 36 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 0.18% | -0.02% | -1.26% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.17% | +0.08% | -0.78% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.02% | +0.07% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | -14.02% | |
| 40 | VMI | Valmont Industries | Stock-Industrials | 0.14% | +0.04% | +0.13% | |
| 41 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.13% | +0.01% | +0.16% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | -0.01% | — | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.10% | +0.01% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | +0.01% | +2.15% | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.10% | -0.02% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | +0.56% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Hiley Hunt Wealth Management reported a total U.S. public equity portfolio value of $253.1M across 47 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, DFCF, VUG) accounted for 49.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
PSLV
市值: $595.8K
Top Position Liquidated / Trimmed
SLV
前期市值: $576.9K
During Q1 2026, Hiley Hunt Wealth Management's top holdings by market value included VTV (15.4%)、DFCF (13.4%)、VUG (10.7%). The largest single position, VTV, represented 15.4% of total portfolio value.
In Q1 2026, Hiley Hunt Wealth Management made 49 total portfolio adjustments, initiating 3 new buys, adding to 28 positions, trimming 13 holdings, and fully liquidating 5 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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