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CIK: 0002048051
Total reported value
$257.4M
$257.4M
49 檔
54.6%
During the Q2 2026 filing period, Hiley Hunt Wealth Management (CIK: 0002048051) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $257.4M across 49 reported positions.
In Q2 2026, Hiley Hunt Wealth Management displayed an active expansion posture, initiating 2 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 | 15.72% | — | +2.50% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 12.63% | -0.14% | +5.44% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 11.52% | +0.57% | +507.88% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.56% | +0.20% | +7.70% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.05% | -0.03% | -0.19% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 6.81% | +0.20% | +1.41% | |
| 7 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 5.03% | +0.44% | +8.22% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.87% | -0.27% | +2.59% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.93% | -0.30% | -0.12% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.71% | -0.06% | -2.44% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.60% | +0.03% | +2.52% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.51% | -0.09% | +2.90% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.27% | -0.16% | +5.95% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.03% | -0.52% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.99% | -0.06% | +0.33% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.83% | -0.04% | -0.62% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.82% | -0.03% | -7.94% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | -0.01% | -0.41% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.06% | +0.02% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.03% | -0.32% | |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | — | +490.21% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | -0.02% | +295.83% | |
| 23 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.44% | — | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | +0.12% | +3.13% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | -0.05% | -5.56% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.26% | +0.01% | -0.89% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.25% | -0.02% | +61.07% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.01% | +0.15% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | — | +300.00% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.02% | +0.02% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | — | -0.93% | |
| 32 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.22% | — | +20.38% | |
| 33 | USB | US Bancorp | Stock-Financials | 0.20% | -0.01% | — | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.20% | -0.10% | +1.97% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | — | +0.27% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | -0.03% | -2.07% | |
| 37 | VMI | Valmont Industries | Stock-Industrials | 0.18% | -0.04% | — | |
| 38 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 0.16% | +0.03% | -3.10% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | -0.04% | — | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | -0.01% | +0.13% | |
| 41 | EALT | Innovator US Eqty 5to15 Buff | ETF-Other | 0.14% | -0.06% | -22.39% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | +0.01% | +9.52% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.11% | — | +0.52% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | +9.12% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | — | +0.60% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.09% | +0.02% | +1.83% | |
| 47 | EPD | Enterprise Products Partners | Stock-Energy | 0.08% | — | — | |
| 48 | UOCT | Innovator U.s. Equity Ultra | ETF-Other | 0.08% | -0.08% | EXIT | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | -0.08% | EXIT |
According to official SEC Form 13F filings, Hiley Hunt Wealth Management reported a total U.S. public equity portfolio value of $257.4M across 49 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, DFCF, VUG) accounted for 54.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
UOCT
市值: $210.4K
Top Position Liquidated / Trimmed
VEA
前期市值: $16.1M
During Q2 2026, Hiley Hunt Wealth Management's top holdings by market value included VTV (15.7%)、DFCF (12.6%)、VUG (11.5%). The largest single position, VTV, represented 15.7% of total portfolio value.
In Q2 2026, Hiley Hunt Wealth Management made 44 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 14 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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