HH

Hiley Hunt Wealth Management

Diversified strategyMomentum followerLong-term holder

Total reported value

$226.7M

Reporting period: 2026-03-31 · Number of holdings: 47

Hiley Hunt Wealth Management disclosed 47 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $226.7M and a quarterly turnover rate of 6.7%.

Personality snowflake

Concentration
32.73
Portfolio Stability
6.67
Momentum/Contrarian
100
Sector conviction
67.48
Diversification
94
Sizing Uniformity
82.95

Recent moves

  • Trim VUG

    +1.6%　-$2.4M

  • Add VTV

    +2.0%　$1.6M

  • Add DFCF

    +4.4%　$1.0M

  • Add VCSH

    +4.6%　$779.4K

  • Add DFIC

    +1.6%　$732.0K

  • Add UJAN

    +90.1%　$481.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTVVanguard Value ETFETF-Other15.41%+0.49%+2.00%
2DFCFDimensional Core Fixed INCETF-Other13.37%+0.27%+4.39%
3VUGVanguard Growth ETFETF-Other10.73%-1.23%+1.64%
4VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds8.90%+0.22%+4.62%
5DFICDimensional International CoETF-Other7.14%+0.22%+1.58%
6VEAVanguard Ftse Developed ETFETF-Other7.09%+0.14%+0.91%
7DUSBDimension Ultrashort Fi ETFETF-Other5.18%+0.16%+4.67%
8IJHIshares Core S&p Midcap ETFETF-Other4.64%+0.15%+2.57%
9IJRIshares Core S&p Small-cap EETF-Small Cap3.68%+0.12%+1.41%
10DFEMDimensional Emrg Mrkt CoreETF-Other3.61%+0.20%+2.83%
11VWOVanguard Ftse Emerging MarkeETF-Emerging Markets3.55%+0.03%+1.62%
12BNDVanguard Total Bond MarketETF-Other2.40%—+0.59%
13DFASDimensional US Small Cap ETFETF-Small Cap2.35%+0.11%+4.10%
14BRK-BBerkshire Hathaway Inc-cl BStock-Other1.46%-0.10%-0.69%
15DFNMDimensional National Muni BdETF-Other1.09%+0.03%+5.39%
16EFAIshares Msci Eafe ETFETF-Other0.93%-0.02%-1.62%
17DFAUDimensional US Core Equity METF-Other0.82%-0.01%+4.00%
18UNPUnion Pacific CORPStock-Industrials0.58%+0.02%-0.51%
19VBVanguard Small-cap ETFETF-Other0.54%—-0.61%
20AAPLApple INCStock-Tech0.53%-0.09%-7.70%
21VOVanguard Mid-cap ETFETF-Other0.50%-0.01%+0.38%
22VOOGVanguard S&p 500 Growth ETFETF-Large Cap & Growth0.48%-0.05%+0.08%
23UJANInnovator U.s. Equity UltraETF-Other0.46%+0.21%+90.14%
24MSFTMicrosoft CORPStock-Tech0.43%-0.15%-0.56%
25COSTCostco Wholesale CORPStock-Consumer Staples0.30%+0.04%+0.15%
26SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.28%-0.08%-18.74%
27WMTWalmart INCStock-Consumer Staples0.28%+0.03%+0.02%
28PSLVSprott Physical Silver TrustStock-Other0.26%+0.26%NEW
29SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.24%-0.03%+0.04%
30IWFIshares Russell 1000 GrowthETF-Other0.22%-0.04%-1.83%
31BSVVanguard Short-term Bond ETFETF-Other0.22%—+1.49%
32IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.21%-0.02%-0.47%
33JNJJohnson & JohnsonStock-Healthcare0.20%+0.03%+0.22%
34USBUS BancorpStock-Financials0.20%——
35EALTInnovator US Eqty 5to15 BuffETF-Other0.18%-0.10%-31.09%
36APOCInr Eqty Def P ETF - 6 M A/oETF-Other0.18%-0.01%-1.26%
37MUBIshares National Muni Bond EETF-Other0.17%-0.01%-0.78%
38GOOGLAlphabet Inc-cl AStock-Comm Services0.17%-0.02%+0.07%
39IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.15%-0.03%-14.02%
40VMIValmont IndustriesStock-Industrials0.14%—+0.13%
41ESMLIshares Esg Aware Msci USA SETF-Other0.13%—+0.16%
42KOCoca-cola Co/theStock-Consumer Staples0.11%+0.01%—
43EEMIshares Msci Emerging MarketETF-Emerging Markets0.10%——
44AMZNAmazon.com INCStock-Consumer Disc0.10%-0.01%+2.15%
45EPDEnterprise Products PartnersStock-Energy0.10%+0.10%NEW
46VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.10%—+0.56%
47JEPIJpmorgan Equity Premium IncoETF-Other0.09%+0.09%NEW

Holding changes this quarter

Hiley Hunt Wealth Management's most significant position changes for 2026-03-31: New buy: Sprott Physical Silver Trust (PSLV); Sold out: Ishares Silver Trust (SLV); Sold out: Spdr Gold Shares (GLD); Sold out: Innovator U.s. Equity Ultra (UAUG); Sold out: Invtr Eq Dd 10 Buf ETF Nov (DDTN).

Position changes disclosed by Hiley Hunt Wealth Management for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VTVVanguard Value ETF+0.5%+2.00%Add
2DFCFDimensional Core Fixed INC+0.3%+4.39%Add
3VCSHVanguard S/t CORP Bond ETF+0.2%+4.62%Add
4DFICDimensional International Co+0.2%+1.58%Add
5UJANInnovator U.s. Equity Ultra+0.2%+90.14%Add
6DFEMDimensional Emrg Mrkt Core+0.2%+2.83%Add
7DUSBDimension Ultrashort Fi ETF+0.2%+4.67%Add
8IJHIshares Core S&p Midcap ETF+0.2%+2.57%Add
9VEAVanguard Ftse Developed ETF+0.1%+0.91%Add
10IJRIshares Core S&p Small-cap E+0.1%+1.41%Add
11DFASDimensional US Small Cap ETF+0.1%+4.10%Add
12COSTCostco Wholesale CORP0%+0.15%Add
13VWOVanguard Ftse Emerging Marke0%+1.62%Add
14DFNMDimensional National Muni Bd0%+5.39%Add
15JNJJohnson & Johnson0%+0.22%Add
16WMTWalmart INC0%+0.02%Add
17UNPUnion Pacific CORP0%-0.51%Trim
18KOCoca-cola Co/the0%—Unchanged
19USBUS Bancorp——Unchanged
20VBVanguard Small-cap ETF—-0.61%Trim
21VOOVanguard S&p 500 ETF—+0.56%Add
22EEMIshares Msci Emerging Market——Unchanged
23ESMLIshares Esg Aware Msci USA S—+0.16%Add
24BSVVanguard Short-term Bond ETF—+1.49%Add
25AMZNAmazon.com INC0%+2.15%Add
26APOCInr Eqty Def P ETF - 6 M A/o0%-1.26%Trim
27VOVanguard Mid-cap ETF0%+0.38%Add
28MUBIshares National Muni Bond E0%-0.78%Trim
29DFAUDimensional US Core Equity M0%+4.00%Add
30IVWIshares S&p 500 Growth ETF0%-0.47%Trim
31GOOGLAlphabet Inc-cl A0%+0.07%Add
32EFAIshares Msci Eafe ETF0%-1.62%Trim
33IVVIshares Core S&p 500 ETF0%-14.02%Trim
34SPYGSs Spdr P S&p 500 Growth ETF0%+0.04%Add
35IWFIshares Russell 1000 Growth0%-1.83%Trim
36VOOGVanguard S&p 500 Growth ETF-0.1%+0.08%Add
37SPYSs Spdr S&p 500 ETF Trust-us-0.1%-18.74%Trim
38AAPLApple INC-0.1%-7.70%Trim
39EALTInnovator US Eqty 5to15 Buff-0.1%-31.09%Trim
40BRK-BBerkshire Hathaway Inc-cl B-0.1%-0.69%Trim
41MSFTMicrosoft CORP-0.2%-0.56%Trim
42VUGVanguard Growth ETF-1.2%+1.64%Add
43PSLVSprott Physical Silver Trust—NEWNew buy
44SLVIshares Silver Trust—EXITSold out
45GLDSpdr Gold Shares—EXITSold out
46UAUGInnovator U.s. Equity Ultra—EXITSold out
47DDTNInvtr Eq Dd 10 Buf ETF Nov—EXITSold out
48EPDEnterprise Products Partners—NEWNew buy
49JEPIJpmorgan Equity Premium Inco—NEWNew buy
50UMARInnovator U.s. Equity Ultra—EXITSold out

FAQ

What is Hiley Hunt Wealth Management and what type of investor is it?
Hiley Hunt Wealth Management is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $226.7M, spread across 47 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) — $34.9M (15.4%) 2. Dimensional Core Fixed INC (DFCF) — $30.3M (13.4%) 3. Vanguard Growth ETF (VUG) — $24.3M (10.7%) 4. Vanguard S/t CORP Bond ETF (VCSH) — $20.2M (8.9%) 5. Dimensional International Co (DFIC) — $16.2M (7.1%)
What changes did Hiley Hunt Wealth Management make in its most recent portfolio filing?
In the latest reported quarter, Hiley Hunt Wealth Management made 47 notable position adjustments: 3 new positions were initiated, 26 existing holdings were added to, 13 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Sprott Physical Silver Trust (PSLV); Sold out: Ishares Silver Trust (SLV); Sold out: Spdr Gold Shares (GLD); Sold out: Innovator U.s. Equity Ultra (UAUG); Sold out: Invtr Eq Dd 10 Buf ETF Nov (DDTN)
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: • Financials: 36.1% • Information Technology: 21.0% • Industrials: 15.7% • Consumer Staples: 14.8% • Health Care: 4.4% • Communication Services: 3.7%