Hiley Hunt Wealth Management Q2 2026 Portfolio Activity
Hiley Hunt Wealth Management's portfolio reached a total value of $252.7 million as of June 30, 2026. The quarter saw significant changes in holdings including substantial increases and moderate adjustments.
As of June 30, 2026, Hiley Hunt Wealth Management's portfolio held a total value of $252,663,658 across its investments.
Prominent Purchases This Quarter
Hiley Hunt Wealth Management demonstrated strong buying activity during Q2 2026. The most notable purchase was Vanguard Index Fund Shares (VUG), which saw a staggering increase of 507.88%. This significant stake growth suggests confidence in the company's prospects.
The investor also increased holdings substantially in Dimensional ETF Trust (DUSB) by 8.22% and Innovator ETFS Trust (UOCT) by exactly 100%, indicating a strategic interest in these specific trusts or their underlying strategies.
Other Notable Increases
Beyond the headline-grabbing moves, several other positions were increased moderately. Vanguard Admiral Fund Shares Inc (VOOG) and Vanguard Index Fund (VO) both experienced significant share growth of 490.21% and 295.83%, respectively.
Additionally, purchases were noted in Dimensional ETF Trust (DFIC), Sprott Asset Management LP (PSLV), Vanguard Tax-Managed Fund Shares (VEA), Vanguard Scottsdale Fund (VCSH), and Vanguard BD Index Fund (BND).
A Minor Adjustment
In contrast to the significant buys, there was one position that decreased during Q2. The investor reduced holdings in Dimensional ETF Trust (DFEM) by 2.44%, resulting in a slight drop in its portfolio allocation.
Overall Portfolio Changes
The overall portfolio structure shifted notably this quarter, with the top five holdings accounting for approximately 55.49% of the total assets as of June 30th.
Hiley Hunt Wealth Management appears to favor exchange-traded funds (ETFs), particularly those from Vanguard and Dimensional ETF Trust, while also holding some individual stocks like Sprott Asset Management LP (PSLV) and iShares Core US Treasury Bond ETF (IJH).
Conclusion
The portfolio's changes reflect a dynamic investment strategy focused on growth sectors through substantial additions to technology-related Vanguard funds, particularly VUG.
For more detailed information about Hiley Hunt Wealth Management or any of these holdings like Vanguard Index Fund Shares (VUG), please refer to the official disclosures.