Hiley Hunt Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$226.7M
Q ending 2026-03-31
Prior quarter
$223.5M
Q ending 2025-12-31
Change
+1.5% QoQ · +23.7% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTV | Shares | $34.9M | 178K |
| Dimensional Etf Trust | DFCF | Shares | $30.3M | 718K |
| Vanguard Index Fds | VUG | Shares | $24.3M | 56K |
| Vanguard Scottsdale Fds | VCSH | Shares | $20.2M | 254K |
| Dimensional Etf Trust | DFIC | Shares | $16.2M | 456K |
| Vanguard Tax-Managed Fds | VEA | Shares | $16.1M | 251K |
| Dimensional Etf Trust | DUSB | Shares | $11.7M | 232K |
| Ishares Tr | IJH | Shares | $10.5M | 156K |
| Ishares Tr | IJR | Shares | $8.4M | 67K |
| Dimensional Etf Trust | DFEM | Shares | $8.2M | 237K |
| Vanguard Intl Equity Index F | VWO | Shares | $8.0M | 149K |
| Vanguard Bd Index Fds | BND | Shares | $5.4M | 74K |
| Dimensional Etf Trust | DFAS | Shares | $5.3M | 75K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.3M | 7K |
| Dimensional Etf Trust | DFNM | Shares | $2.5M | 52K |
| Ishares Tr | EFA | Shares | $2.1M | 22K |
| Dimensional Etf Trust | DFAU | Shares | $1.9M | 41K |
| Union Pac Corp | UNP | Shares | $1.3M | 5K |
| Vanguard Index Fds | VB | Shares | $1.2M | 5K |
| Apple Inc | AAPL | Shares | $1.2M | 5K |
| Vanguard Index Fds | VO | Shares | $1.1M | 4K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $1.1M | 3K |
| Innovator Etfs Trust | UJAN | Shares | $1.0M | 24K |
| Microsoft Corp | MSFT | Shares | $980K | 3K |
| Costco Whsl Corp New | COST | Shares | $671K | 673 |
| Spdr S&P 500 Etf Tr | SPY | Shares | $631K | 971 |
| Walmart Inc | WMT | Shares | $631K | 5K |
| Sprott Asset Management Lp | PSLV | Shares | $596K | 24K |
| Spdr Series Trust | SPYG | Shares | $551K | 6K |
| Ishares Tr | IWF | Shares | $504K | 1K |
| Vanguard Bd Index Fds | BSV | Shares | $498K | 6K |
| Ishares Tr | IVW | Shares | $476K | 4K |
| Johnson & Johnson | JNJ | Shares | $455K | 2K |
| Us Bancorp Del | USB | Shares | $445K | 9K |
| Innovator Etfs Trust | EALT | Shares | $413K | 12K |
| Innovator Etfs Trust | APOC | Shares | $399K | 16K |
| Ishares Tr | MUB | Shares | $389K | 4K |
| Alphabet Inc | GOOGL | Shares | $388K | 1K |
| Ishares Tr | IVV | Shares | $332K | 509 |
| Valmont Inds Inc | VMI | Shares | $314K | 787 |
| Ishares Tr | ESML | Shares | $297K | 6K |
| Coca Cola Co | KO | Shares | $240K | 3K |
| Ishares Tr | EEM | Shares | $230K | 4K |
| Amazon Com Inc | AMZN | Shares | $228K | 1K |
| Enterprise Prods Partners L | EPD | Shares | $221K | 6K |
| Vanguard Index Fds | VOO | Shares | $216K | 362 |
| J P Morgan Exchange Traded F | JEPI | Shares | $214K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.