Hiley Hunt Wealth Management
CIK: 0002048051Latest portfolio: $223.5M · Q4 2025
Holdings
49
Total Value
$223.5M
New Positions
3
Closed Positions
0
Top Holdings
View All 49 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 174,632 | $33.4M | 14.92% | +2K | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 687,752 | $29.3M | 13.10% | +70K | |
| 3 | VUGVANGUARD INDEX FDS | 54,796 | $26.7M | 11.96% | -3,908 | |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 243,222 | $19.4M | 8.68% | +29K | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 248,765 | $15.5M | 6.95% | -1,352 | |
| 6 | DFICDIMENSIONAL ETF TRUST | 448,847 | $15.5M | 6.92% | +6K | |
| 7 | DUSBDIMENSIONAL ETF TRUST | 221,349 | $11.2M | 5.02% | +41K | |
| 8 | IJHISHARES TR | 151,986 | $10.0M | 4.49% | -2,828 | |
| 9 | IJRISHARES TR | 66,249 | $8.0M | 3.56% | -2,689 | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 146,393 | $7.9M | 3.52% | -10,945 | |
| 11 | DFEMDIMENSIONAL ETF TRUST | 230,425 | $7.6M | 3.41% | -7,490 | |
| 12 | BNDVANGUARD BD INDEX FDS | 73,380 | $5.4M | 2.43% | +23K | |
| 13 | DFASDIMENSIONAL ETF TRUST | 71,897 | $5.0M | 2.24% | +1K | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,939 | $3.5M | 1.56% | +341 | |
| 15 | DFNMDIMENSIONAL ETF TRUST | 49,072 | $2.4M | 1.06% | +3K | |
| 16 | EFAISHARES TR | 22,044 | $2.1M | 0.95% | -716 | |
| 17 | DFAUDIMENSIONAL ETF TRUST | 39,507 | $1.8M | 0.83% | +2K | |
| 18 | AAPLAPPLE INC | 5,127 | $1.4M | 0.62% | +4 | |
| 19 | MSFTMICROSOFT CORP | 2,663 | $1.3M | 0.58% | -27 | |
| 20 | UNPUNION PAC CORP | 5,447 | $1.3M | 0.56% | -52 | |
| 21 | VBVANGUARD INDEX FDS | 4,720 | $1.2M | 0.54% | -27 | |
| 22 | VOOGVANGUARD ADMIRAL FDS INC | 2,663 | $1.2M | 0.53% | -74 | |
| 23 | VOVANGUARD INDEX FDS | 3,962 | $1.1M | 0.51% | +26 | |
| 24 | SPYSPDR S&P 500 ETF TR | 1,195 | $814K | 0.36% | -65 | |
| 25 | EALTINNOVATOR ETFS TRUST | 17,840 | $629K | 0.28% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.335229270267322e+122T)
Technology0.0% ($13.9T)
Unknown0.0% ($3.5T)
Consumer Defensive0.0% ($579.6B)
Industrials0.0% ($1.3B)
Communication Services0.0% ($422K)
Healthcare0.0% ($384K)
Consumer Cyclical0.0% ($246K)
Filing History
Fund Information
Hiley Hunt Wealth Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $223.5M across 49 holdings. The largest position is VANGUARD INDEX FDS (VTV), representing 14.9% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.