Filed: 7/9/2025ACC: 0001214659-25-010183
📋 What this filing means
HILEY HUNT WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $197.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$197.95M
Total AUM (reported)
2.81M
Total Shares
Allocation by class
VALUE ETF$30.34M15.3%
GROWTH ETF$26.72M13.5%
CORE FIXED INCOM$24.37M12.3%
SHRT TRM CORP BD$15.59M7.9%
VAN FTSE DEV MKT$13.86M7.0%
INTL CORE EQUITY$13.11M6.6%
CORE S&P MCP ETF$9.44M4.8%
Portfolio Concentration
Top 3$81.43M41.1%
4–10$75.64M38.2%
11–25$33.33M16.8%
Rest$7.54M3.8%
Top 3 weight
41.1%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 2.81M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.81M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole43
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings43
Rows:
VANGUARD INDEX FDS
SOLEShares170.29K
TypeSH
Market value$30.34M
15.33%
Sole
0.00
Shared
0.00
None
170.29K
VANGUARD INDEX FDS
SOLEShares60.90K
TypeSH
Market value$26.72M
13.50%
Sole
0.00
Shared
0.00
None
60.90K
DIMENSIONAL ETF TRUST
SOLEShares580.06K
TypeSH
Market value$24.37M
12.31%
Sole
0.00
Shared
0.00
None
580.06K
VANGUARD SCOTTSDALE FDS
SOLEShares197.26K
TypeSH
Market value$15.59M
7.87%
Sole
0.00
Shared
0.00
None
197.26K
VANGUARD TAX-MANAGED FDS
SOLEShares245.34K
TypeSH
Market value$13.86M
7.00%
Sole
0.00
Shared
0.00
None
245.34K
DIMENSIONAL ETF TRUST
SOLEShares424.86K
TypeSH
Market value$13.11M
6.62%
Sole
0.00
Shared
0.00
None
424.86K
ISHARES TR
SOLEShares149.44K
TypeSH
Market value$9.44M
4.77%
Sole
0.00
Shared
0.00
None
149.44K
DIMENSIONAL ETF TRUST
SOLEShares168.61K
TypeSH
Market value$8.57M
4.33%
Sole
0.00
Shared
0.00
None
168.61K
VANGUARD INTL EQUITY INDEX F
SOLEShares155.21K
TypeSH
Market value$7.67M
3.88%
Sole
0.00
Shared
0.00
None
155.21K
ISHARES TR
SOLEShares66.62K
TypeSH
Market value$7.41M
3.74%
Sole
0.00
Shared
0.00
None
66.62K
DIMENSIONAL ETF TRUST
SOLEShares235.59K
TypeSH
Market value$6.96M
3.52%
Sole
0.00
Shared
0.00
None
235.59K
DIMENSIONAL ETF TRUST
SOLEShares66.21K
TypeSH
Market value$4.30M
2.17%
Sole
0.00
Shared
0.00
None
66.21K
VANGUARD BD INDEX FDS
SOLEShares49.16K
TypeSH
Market value$3.58M
1.81%
Sole
0.00
Shared
0.00
None
49.16K
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.34K
TypeSH
Market value$3.03M
1.53%
Sole
0.00
Shared
0.00
None
6.34K
ISHARES TR
SOLEShares24.73K
TypeSH
Market value$2.19M
1.11%
Sole
0.00
Shared
0.00
None
24.73K
DIMENSIONAL ETF TRUST
SOLEShares38.04K
TypeSH
Market value$1.81M
0.91%
Sole
0.00
Shared
0.00
None
38.04K
SPDR S&P 500 ETF TR
SOLEShares2.74K
TypeSH
Market value$1.70M
0.86%
Sole
0.00
Shared
0.00
None
2.74K
DIMENSIONAL ETF TRUST
SOLEShares36.91K
TypeSH
Market value$1.57M
0.80%
Sole
0.00
Shared
0.00
None
36.91K
MICROSOFT CORP
SOLEShares3.10K
TypeSH
Market value$1.54M
0.78%
Sole
0.00
Shared
0.00
None
3.10K
UNION PAC CORP
SOLEShares5.57K
TypeSH
Market value$1.31M
0.66%
Sole
0.00
Shared
0.00
None
5.57K
APPLE INC
SOLEShares5.93K
TypeSH
Market value$1.24M
0.63%
Sole
0.00
Shared
0.00
None
5.93K
VANGUARD INDEX FDS
SOLEShares4.75K
TypeSH
Market value$1.14M
0.58%
Sole
0.00
Shared
0.00
None
4.75K
VANGUARD INDEX FDS
SOLEShares3.94K
TypeSH
Market value$1.11M
0.56%
Sole
0.00
Shared
0.00
None
3.94K
VANGUARD ADMIRAL FDS INC
SOLEShares2.78K
TypeSH
Market value$1.10M
0.56%
Sole
0.00
Shared
0.00
None
2.78K
INNOVATOR ETFS TRUST
SOLEShares28.63K
TypeSH
Market value$732.3K
0.37%
Sole
0.00
Shared
0.00
None
28.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 170.29K | SH | $30.34M 15.33% | 0.00 | 0.00 | 170.29K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 60.90K | SH | $26.72M 13.50% | 0.00 | 0.00 | 60.90K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 580.06K | SH | $24.37M 12.31% | 0.00 | 0.00 | 580.06K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 197.26K | SH | $15.59M 7.87% | 0.00 | 0.00 | 197.26K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 245.34K | SH | $13.86M 7.00% | 0.00 | 0.00 | 245.34K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 424.86K | SH | $13.11M 6.62% | 0.00 | 0.00 | 424.86K |
ISHARES TRSOLE | CORE S&P MCP ETF | 149.44K | SH | $9.44M 4.77% | 0.00 | 0.00 | 149.44K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 168.61K | SH | $8.57M 4.33% | 0.00 | 0.00 | 168.61K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 155.21K | SH | $7.67M 3.88% | 0.00 | 0.00 | 155.21K |
ISHARES TRSOLE | CORE S&P SCP ETF | 66.62K | SH | $7.41M 3.74% | 0.00 | 0.00 | 66.62K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 235.59K | SH | $6.96M 3.52% | 0.00 | 0.00 | 235.59K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 66.21K | SH | $4.30M 2.17% | 0.00 | 0.00 | 66.21K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 49.16K | SH | $3.58M 1.81% | 0.00 | 0.00 | 49.16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.34K | SH | $3.03M 1.53% | 0.00 | 0.00 | 6.34K |
ISHARES TRSOLE | MSCI EAFE ETF | 24.73K | SH | $2.19M 1.11% | 0.00 | 0.00 | 24.73K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 38.04K | SH | $1.81M 0.91% | 0.00 | 0.00 | 38.04K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.74K | SH | $1.70M 0.86% | 0.00 | 0.00 | 2.74K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 36.91K | SH | $1.57M 0.80% | 0.00 | 0.00 | 36.91K |
MICROSOFT CORPSOLE | COM | 3.10K | SH | $1.54M 0.78% | 0.00 | 0.00 | 3.10K |
UNION PAC CORPSOLE | COM | 5.57K | SH | $1.31M 0.66% | 0.00 | 0.00 | 5.57K |
APPLE INCSOLE | COM | 5.93K | SH | $1.24M 0.63% | 0.00 | 0.00 | 5.93K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.75K | SH | $1.14M 0.58% | 0.00 | 0.00 | 4.75K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.94K | SH | $1.11M 0.56% | 0.00 | 0.00 | 3.94K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 2.78K | SH | $1.10M 0.56% | 0.00 | 0.00 | 2.78K |
INNOVATOR ETFS TRUSTSOLE | EQUITY DEFINED P | 28.63K | SH | $732.3K 0.37% | 0.00 | 0.00 | 28.63K |
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