Hiley Hunt Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on October 8, 2026, Hiley Hunt Wealth Management disclosed 49 stock positions valued at approximately $257.36M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 49
- Portfolio Value
- $257.36M
Holdings by Sector
Hiley Hunt Wealth Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 15.72% | 187,263 | +4,680 | +2.56% | $40,463,882 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 12.49% | 801,411 | +44,352 | +5.86% | $32,152,613 |
| VANGUARD INDEX FDS | VUG | Other | 12.09% | 345,300 | +6,727 | +1.99% | $31,114,972 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 8.76% | 291,906 | +17,855 | +6.52% | $22,549,715 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.02% | 256,008 | +5,444 | +2.17% | $18,076,693 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 7.01% | 479,777 | +17,402 | +3.76% | $18,044,417 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 5.47% | 278,593 | +27,866 | +11.11% | $14,066,155 |
| ISHARES TR | IJH | Other | 4.60% | 164,451 | +4,536 | +2.84% | $11,832,240 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.65% | 236,711 | +5,533 | +2.39% | $9,402,157 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.63% | 157,449 | +4,928 | +3.23% | $9,338,297 |
| ISHARES TR | IJR | Other | 3.63% | 68,621 | +1,523 | +2.27% | $9,335,188 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.42% | 80,433 | +3,416 | +4.44% | $6,227,123 |
| VANGUARD BD INDEX FDS | BND | Other | 2.11% | 77,465 | -735 | -0.94% | $5,434,144 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.33% | 6,855 | - | - | $3,413,447 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.93% | 52,074 | +184 | +0.35% | $2,396,946 |
| ISHARES TR | EFA | Other | 0.79% | 19,629 | -336 | -1.68% | $2,039,302 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.79% | 38,920 | -1,913 | -4.68% | $2,037,877 |
| APPLE INC | AAPL | Technology | 0.57% | 4,439 | -278 | -5.89% | $1,478,279 |
| UNION PAC CORP | UNP | Industrials | 0.57% | 5,378 | -19 | -0.35% | $1,463,610 |
| MICROSOFT CORP | MSFT | Technology | 0.52% | 2,590 | -141 | -5.16% | $1,328,563 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.51% | 15,396 | -333 | -2.12% | $1,316,034 |
| VANGUARD INDEX FDS | VB | Other | 0.50% | 4,508 | -184 | -3.92% | $1,282,436 |
| VANGUARD INDEX FDS | VO | Other | 0.48% | 15,774 | +32 | +0.20% | $1,236,999 |
| INNOVATOR ETFS TRUST | UJAN | Other | 0.44% | 24,384 | - | - | $1,131,418 |
| SPDR SERIES TRUST | SPYG | Other | 0.27% | 5,577 | - | - | $686,441 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.24% | 677 | +3 | +0.45% | $616,411 |
| ISHARES TR | MUB | Other | 0.23% | 5,952 | +47 | +0.80% | $601,789 |
| ISHARES TR | IWF | Other | 0.23% | 4,732 | - | - | $592,730 |
| ISHARES TR | IVW | Other | 0.23% | 4,149 | -21 | -0.50% | $590,239 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.22% | 757 | -160 | -17.45% | $577,370 |
Showing 30 of 49 holdings in the latest reporting period.