Q3 2026 13F · SEC CIK 2048051

Hiley Hunt Wealth Management

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $257.4M
Reported positions: 49
Holdings vs S&P 500, 3 yrs: —
Assets under management: $289.6M

Hiley Hunt Wealth Management is a wealth manager that reported 49 positions worth $257.4M in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Vanguard Index Fds (VTV, 15.7%), Dimensional ETF Trust (DFCF, 12.5%), Vanguard Index Fds (VUG, 12.1%).

Hiley Hunt Wealth Management holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hiley Hunt Wealth Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTVVanguard Index Fds	15.7%	15.7%	187,263	+2.6%	$40.5M
DFCFDimensional ETF Trust	12.5%	12.6%	801,411	+5.9%	$32.2M
VUGVanguard Index Fds	12.1%	11.5%	345,300	+2.0%	$31.1M
VCSHVanguard Scottsdale Fds	8.8%	8.6%	291,906	+6.5%	$22.5M
VEAVanguard Ftse Developed Markets Index Fu	7.0%	7.1%	256,008	+2.2%	$18.1M
DFICDimensional ETF Trust	7.0%	6.8%	479,777	+3.8%	$18.0M
DUSBDimensional Ultrashort Fixed Income ETF	5.5%	5.0%	278,593	+11.1%	$14.1M
IJHIshares Tr	4.6%	4.9%	164,451	+2.8%	$11.8M
DFEMDimensional ETF Trust	3.7%	3.7%	236,711	+2.4%	$9.4M
VWOVanguard Intl Equity Index F	3.6%	3.6%	157,449	+3.2%	$9.3M
IJRIshares Tr	3.6%	3.9%	68,621	+2.3%	$9.3M
DFASDimensional ETF Trust	2.4%	2.5%	80,433	+4.4%	$6.2M
BNDVanguard Bd Index Fds	2.1%	2.3%	77,465	-0.9%	$5.4M
BRK-BBerkshire Hathaway Inc Del	1.3%	1.4%	6,855	+0.0%	$3.4M
DFNMDimensional ETF Trust	0.9%	1.0%	52,074	+0.4%	$2.4M
EFAIshares Tr	0.8%	0.8%	19,629	-1.7%	$2.0M
DFAUDimensional ETF Trust	0.8%	0.8%	38,920	-4.7%	$2.0M
AAPLApple Inc	0.6%	0.5%	4,439	-5.9%	$1.5M
UNPUnion Pac Corp	0.6%	0.6%	5,378	-0.4%	$1.5M
MSFTMicrosoft Corp	0.5%	0.4%	2,590	-5.2%	$1.3M
VOOGVanguard Admiral Fds Inc	0.5%	0.5%	15,396	-2.1%	$1.3M
VBVanguard Index Fds	0.5%	0.6%	4,508	-3.9%	$1.3M
VOVanguard Index Fds	0.5%	0.5%	15,774	+0.2%	$1.2M
UJANInnovator Etfs Trust	0.4%	0.4%	24,384	+0.0%	$1.1M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.3%	0.3%	5,577	+0.0%	$686K
COSTCostco Wholesale Corporation	0.2%	0.2%	677	+0.4%	$616K
MUBIshares Tr	0.2%	0.3%	5,952	+0.8%	$602K
IWFIshares Tr	0.2%	0.2%	4,732	+0.0%	$593K
IVWIshares Tr	0.2%	0.2%	4,149	-0.5%	$590K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.3%	757	-17.4%	$577K
PSLVSprott Physical	0.2%	0.2%	29,408	+0.0%	$570K
WMTWalmart Inc	0.2%	0.2%	5,082	+0.1%	$528K
APOCInnovator Etfs Trust	0.2%	0.2%	18,715	+23.5%	$499K
JNJJohnson & Johnson	0.2%	0.2%	1,870	+0.2%	$495K
USBUS Bancorp	0.2%	0.2%	8,562	+0.0%	$495K
GOOGLAlphabet Inc	0.2%	0.2%	1,170	-11.6%	$403K
VMIValmont Inds Inc Com	0.1%	0.2%	787	+0.0%	$364K
ESMLIshares Tr	0.1%	0.1%	6,346	+0.2%	$330K
AMZNAmazon Com Inc	0.1%	0.1%	1,222	+2.1%	$304K
USEPInnovator Etfs Trust	0.1%	New	6,946	—	$292K
IVVIshares Tr	0.1%	0.2%	376	-26.1%	$288K
JEPIJ P Morgan Exchange Traded F	0.1%	0.1%	4,967	+29.3%	$279K
VOOVanguard Index Fds	0.1%	0.1%	393	-0.5%	$276K
EEMIshares Tr	0.1%	0.1%	4,064	+0.0%	$271K
KOCoca Cola Co	0.1%	0.1%	3,060	-3.7%	$263K
BSVVanguard Bd Index Fds	0.1%	0.2%	3,357	-48.2%	$257K
TRVTravelers Companies Inc	0.1%	New	585	—	$209K
EPDEnterprise Prods Partners L	0.1%	0.1%	5,842	+0.0%	$208K
EALTInnovator Etfs Trust	0.1%	0.1%	5,515	-42.2%	$202K

What Hiley Hunt Wealth Management bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +14.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$257.4M	49
Q2 2026	$253.1M	49
Q1 2026	$226.7M	47
Q4 2025	$223.5M	49
Q3 2025	$212.6M	46
Q2 2025	$197.9M	43
Q1 2025	$183.4M	43
Q4 2024	$180.2M	39
Q3 2024	$174.5M	38
Q2 2024	$161.9M	38

Questions about Hiley Hunt Wealth Management's portfolio

What stocks does Hiley Hunt Wealth Management own?

Hiley Hunt Wealth Management's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 49 positions worth $257.4M. The largest are Vanguard Index Fds (VTV) at 15.7%, Dimensional ETF Trust (DFCF) at 12.5%, Vanguard Index Fds (VUG) at 12.1%, Vanguard Scottsdale Fds (VCSH) at 8.8% and Vanguard Ftse Developed Markets Index Fu (VEA) at 7.0%.

What did Hiley Hunt Wealth Management buy last quarter?

In Q3 2026, Hiley Hunt Wealth Management added a new position in Innovator Etfs Trust (USEP), a new position in Travelers Companies Inc (TRV), J P Morgan Exchange Traded F (JEPI) (+29.3% shares), Innovator Etfs Trust (APOC) (+23.5% shares) and Dimensional Ultrashort Fixed Income ETF (DUSB) (+11.1% shares), compared with its Q2 2026 filing.

What did Hiley Hunt Wealth Management sell last quarter?

In Q3 2026, Hiley Hunt Wealth Management sold all of Innovator Etfs Trust (UOCT), sold all of Tesla Inc (TSLA), Vanguard Bd Index Fds (BSV) (-48.2% shares), Innovator Etfs Trust (EALT) (-42.2% shares) and Ishares Tr (IVV) (-26.1% shares), compared with its Q2 2026 filing.

When is Hiley Hunt Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hiley Hunt Wealth Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Hiley Hunt Wealth Management manage?

Hiley Hunt Wealth Management reported $289.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $257.4M.