Hiley Hunt Wealth Management 13F Holdings · Q3 2026
Hiley Hunt Wealth Management reported 49 securities worth $257.36M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: VTV (15.72%), DFCF (12.49%), VUG (12.09%). Among its top 25 positions this quarter: 14 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $40.5M | 15.72% | 187,263 | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $32.2M | 12.49% | 801,411 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $31.1M | 12.09% | 345,300 | Added |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $22.5M | 8.76% | 291,906 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $18.1M | 7.02% | 256,008 | Added |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $18.0M | 7.01% | 479,777 | Added |
| 7 | DUSB | DIMENSIONAL ETF TRUST | $14.1M | 5.47% | 278,593 | Added |
| 8 | IJH | ISHARES TR | $11.8M | 4.60% | 164,451 | Added |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $9.4M | 3.65% | 236,711 | Added |
| 10 | IJR | ISHARES TR | $9.3M | 3.63% | 68,621 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $9.3M | 3.63% | 157,449 | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $6.2M | 2.42% | 80,433 | Added |
| 13 | BND | VANGUARD BD INDEX FDS | $5.4M | 2.11% | 77,465 | Trimmed |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.4M | 1.33% | 6,855 | Hold |
| 15 | DFNM | DIMENSIONAL ETF TRUST | $2.4M | 0.93% | 52,074 | Added |
| 16 | DFAU | DIMENSIONAL ETF TRUST | $2.0M | 0.79% | 38,920 | Trimmed |
| 17 | EFA | ISHARES TR | $2.0M | 0.79% | 19,629 | Trimmed |
| 18 | AAPL | APPLE INC | $1.5M | 0.57% | 4,439 | Trimmed |
| 19 | UNP | UNION PAC CORP | $1.5M | 0.57% | 5,378 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $1.3M | 0.52% | 2,590 | Trimmed |
| 21 | VOOG | VANGUARD ADMIRAL FDS INC | $1.3M | 0.51% | 15,396 | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $1.3M | 0.50% | 4,508 | Trimmed |
| 23 | VO | VANGUARD INDEX FDS | $1.2M | 0.48% | 15,774 | Added |
| 24 | UJAN | INNOVATOR ETFS TRUST | $1.1M | 0.44% | 24,384 | Hold |
| 25 | SPYG | SPDR SERIES TRUST | $686,441 | 0.27% | 5,577 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR