Hiley Hunt Wealth Management Portfolio Stock Holdings
Hiley Hunt Wealth Management disclosed 49 stock positions valued at approximately $253.1 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 June 30, 2026 and was filed on July 7, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 49
- Portfolio Value
- $253.1M
Holdings by Sector
Hiley Hunt Wealth Management Portfolio Holdings in Q2 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 15.72% | 182,583 | +4,453 | +2.50% | $39,790,279 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 12.63% | 757,059 | +39,088 | +5.44% | $31,955,469 |
| VANGUARD INDEX FDS | VUG | Other | 11.52% | 338,573 | +282,876 | +507.88% | $29,164,665 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 8.56% | 274,051 | +19,586 | +7.70% | $21,658,281 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.05% | 250,564 | -466 | -0.19% | $17,852,708 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 6.81% | 462,375 | +6,443 | +1.41% | $17,228,081 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 5.03% | 250,727 | +19,043 | +8.22% | $12,731,933 |
| ISHARES TR | IJH | Other | 4.87% | 159,915 | +4,030 | +2.59% | $12,331,057 |
| ISHARES TR | IJR | Other | 3.93% | 67,098 | -83 | -0.12% | $9,951,232 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.71% | 231,178 | -5,770 | -2.44% | $9,395,054 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.60% | 152,521 | +3,756 | +2.52% | $9,103,962 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.51% | 77,017 | +2,170 | +2.90% | $6,341,566 |
| VANGUARD BD INDEX FDS | BND | Other | 2.27% | 78,200 | +4,389 | +5.95% | $5,740,689 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.36% | 6,855 | -36 | -0.52% | $3,430,173 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.99% | 51,890 | +172 | +0.33% | $2,508,110 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.83% | 40,833 | -255 | -0.62% | $2,110,657 |
| ISHARES TR | EFA | Other | 0.82% | 19,965 | -1,722 | -7.94% | $2,074,010 |
| UNION PAC CORP | UNP | Industrials | 0.58% | 5,397 | -22 | -0.41% | $1,467,980 |
| VANGUARD INDEX FDS | VB | Other | 0.56% | 4,692 | +1 | +0.02% | $1,422,188 |
| APPLE INC | AAPL | Technology | 0.54% | 4,717 | -15 | -0.32% | $1,364,781 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.51% | 15,729 | +13,064 | +490.21% | $1,299,530 |
| VANGUARD INDEX FDS | VO | Other | 0.50% | 15,742 | +11,765 | +295.83% | $1,268,305 |
| INNOVATOR ETFS TRUST | UJAN | Other | 0.44% | 24,384 | - | - | $1,105,380 |
| MICROSOFT CORP | MSFT | Technology | 0.40% | 2,731 | +83 | +3.13% | $1,018,860 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.27% | 917 | -54 | -5.56% | $684,822 |
| SPDR SERIES TRUST | SPYG | Other | 0.26% | 5,577 | -50 | -0.89% | $663,560 |
| ISHARES TR | MUB | Other | 0.25% | 5,905 | +2,239 | +61.07% | $635,541 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.25% | 674 | +1 | +0.15% | $630,577 |
| ISHARES TR | IWF | Other | 0.23% | 4,732 | +3,549 | +300.00% | $587,572 |
| WALMART INC | WMT | Consumer Defensive | 0.23% | 5,079 | +1 | +0.02% | $575,291 |
| ISHARES TR | IVW | Other | 0.23% | 4,170 | -39 | -0.93% | $573,559 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.22% | 29,408 | +4,978 | +20.38% | $554,929 |
| US BANCORP | USB | Financial Services | 0.20% | 8,562 | - | - | $517,145 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.20% | 6,477 | +125 | +1.97% | $504,643 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.19% | 1,866 | +5 | +0.27% | $473,817 |
| ALPHABET INC | GOOGL | Communication Services | 0.19% | 1,323 | -28 | -2.07% | $472,814 |
| VALMONT INDS INC | VMI | Industrials | 0.18% | 787 | - | - | $454,436 |
| ISHARES TR | IVV | Other | 0.15% | 509 | - | - | $381,445 |
| ISHARES TR | ESML | Other | 0.14% | 6,334 | +8 | +0.13% | $354,283 |
| INNOVATOR ETFS TRUST | EALT | Other | 0.14% | 9,540 | -2,753 | -22.39% | $342,104 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.11% | 1,197 | +104 | +9.52% | $285,293 |
| ISHARES TR | EEM | Other | 0.11% | 4,064 | +21 | +0.52% | $277,985 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 395 | +33 | +9.12% | $270,976 |
| COCA COLA CO | KO | Consumer Defensive | 0.10% | 3,176 | +19 | +0.60% | $258,082 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.09% | 3,840 | +69 | +1.83% | $216,905 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.08% | 5,842 | - | - | $214,752 |
| INNOVATOR ETFS TRUST | UOCT | Other | 0.08% | 5,118 | +5,118 | +100.00% | $210,401 |
| TESLA INC | TSLA | Consumer Cyclical | 0.08% | 494 | +494 | +100.00% | $207,776 |