Hiley Hunt Wealth Management Portfolio Stock Holdings
Hiley Hunt Wealth Management disclosed 47 stock positions valued at approximately $226.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 47
- Portfolio Value
- $226.7M
Holdings by Sector
Hiley Hunt Wealth Management Portfolio Holdings in Q1 2026
46 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 15.41% | 178,130 | +3,498 | +2.00% | $34,949,100 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 13.37% | 717,971 | +30,219 | +4.39% | $30,312,730 |
| VANGUARD INDEX FDS | VUG | Other | 10.73% | 55,697 | +901 | +1.64% | $24,327,864 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 8.90% | 254,465 | +11,243 | +4.62% | $20,171,432 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 7.14% | 455,932 | +7,085 | +1.58% | $16,199,262 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.09% | 251,030 | +2,265 | +0.91% | $16,086,026 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 5.18% | 231,684 | +10,335 | +4.67% | $11,748,678 |
| ISHARES TR | IJH | Other | 4.64% | 155,885 | +3,899 | +2.57% | $10,526,925 |
| ISHARES TR | IJR | Other | 3.68% | 67,181 | +932 | +1.41% | $8,351,235 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.61% | 236,948 | +6,523 | +2.83% | $8,186,563 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.55% | 148,765 | +2,372 | +1.62% | $8,040,741 |
| VANGUARD BD INDEX FDS | BND | Other | 2.40% | 73,811 | +431 | +0.59% | $5,435,438 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.35% | 74,847 | +2,950 | +4.10% | $5,323,861 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.46% | 6,891 | -48 | -0.69% | $3,302,167 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 1.09% | 51,718 | +2,646 | +5.39% | $2,478,842 |
| ISHARES TR | EFA | Other | 0.93% | 21,687 | -357 | -1.62% | $2,106,447 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.82% | 41,088 | +1,581 | +4.00% | $1,853,893 |
| UNION PAC CORP | UNP | Industrials | 0.58% | 5,419 | -28 | -0.51% | $1,314,648 |
| VANGUARD INDEX FDS | VB | Other | 0.54% | 4,691 | -29 | -0.61% | $1,228,706 |
| APPLE INC | AAPL | Technology | 0.53% | 4,732 | -395 | -7.70% | $1,200,907 |
| VANGUARD INDEX FDS | VO | Other | 0.50% | 3,977 | +15 | +0.38% | $1,142,240 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.48% | 2,665 | +2 | +0.08% | $1,086,302 |
| INNOVATOR ETFS TRUST | UJAN | Other | 0.46% | 24,384 | +11,560 | +90.14% | $1,036,564 |
| MICROSOFT CORP | MSFT | Technology | 0.43% | 2,648 | -15 | -0.56% | $980,393 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.30% | 673 | +1 | +0.15% | $670,725 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.28% | 971 | -224 | -18.74% | $631,489 |
| WALMART INC | WMT | Consumer Defensive | 0.28% | 5,078 | +1 | +0.02% | $631,067 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.26% | 24,430 | +24,430 | +100.00% | $595,848 |
| SPDR SERIES TRUST | SPYG | Other | 0.24% | 5,627 | +2 | +0.04% | $550,931 |
| ISHARES TR | IWF | Other | 0.22% | 1,183 | -22 | -1.83% | $504,431 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.22% | 6,352 | +93 | +1.49% | $498,082 |
| ISHARES TR | IVW | Other | 0.21% | 4,209 | -20 | -0.47% | $476,058 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.20% | 1,861 | +4 | +0.22% | $454,908 |
| US BANCORP DEL | USB | Financial Services | 0.20% | 8,562 | - | - | $445,310 |
| INNOVATOR ETFS TRUST | EALT | Other | 0.18% | 12,293 | -5,547 | -31.09% | $412,922 |
| ISHARES TR | MUB | Other | 0.17% | 3,666 | -29 | -0.78% | $389,164 |
| ALPHABET INC | GOOGL | Communication Services | 0.17% | 1,351 | +1 | +0.07% | $388,364 |
| ISHARES TR | IVV | Other | 0.15% | 509 | -83 | -14.02% | $332,480 |
| VALMONT INDS INC | VMI | Industrials | 0.14% | 787 | +1 | +0.13% | $314,368 |
| ISHARES TR | ESML | Other | 0.13% | 6,326 | +10 | +0.16% | $297,451 |
| COCA COLA CO | KO | Consumer Defensive | 0.11% | 3,157 | - | - | $240,100 |
| ISHARES TR | EEM | Other | 0.10% | 4,043 | - | - | $229,623 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.10% | 1,093 | +23 | +2.15% | $227,639 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.10% | 5,842 | +5,842 | +100.00% | $221,061 |
| VANGUARD INDEX FDS | VOO | Other | 0.10% | 362 | +2 | +0.56% | $216,069 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.09% | 3,771 | +3,771 | +100.00% | $213,718 |