Filed: 10/2/2025ACC: 0001214659-25-014479
📋 What this filing means
HILEY HUNT WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $212.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$212.55M
Total AUM (reported)
2.94M
Total Shares
Allocation by class
VALUE ETF$32.15M15.1%
GROWTH ETF$28.16M13.2%
CORE FIXED INCOM$26.43M12.4%
SHRT TRM CORP BD$17.12M8.1%
VAN FTSE DEV MKT$14.99M7.1%
INTL CORE EQUITY$14.53M6.8%
CORE S&P MCP ETF$10.10M4.8%
Portfolio Concentration
Top 3$86.74M40.8%
4–10$82.59M38.9%
11–25$34.69M16.3%
Rest$8.53M4.0%
Top 3 weight
40.8%
Top 10 weight
79.7%
Voting Authority Distribution
Total shares with voting rights: 2.94M
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
2.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole46
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings46
Rows:
VANGUARD INDEX FDS
SOLEShares172.42K
TypeSH
Market value$32.15M
15.13%
Sole
0.00
Shared
0.00
None
172.42K
VANGUARD INDEX FDS
SOLEShares58.70K
TypeSH
Market value$28.16M
13.25%
Sole
0.00
Shared
0.00
None
58.70K
DIMENSIONAL ETF TRUST
SOLEShares618.19K
TypeSH
Market value$26.43M
12.44%
Sole
0.00
Shared
0.00
None
618.19K
VANGUARD SCOTTSDALE FDS
SOLEShares214.13K
TypeSH
Market value$17.12M
8.05%
Sole
0.00
Shared
0.00
None
214.13K
VANGUARD TAX-MANAGED FDS
SOLEShares250.12K
TypeSH
Market value$14.99M
7.05%
Sole
0.00
Shared
0.00
None
250.12K
DIMENSIONAL ETF TRUST
SOLEShares443.05K
TypeSH
Market value$14.53M
6.83%
Sole
0.00
Shared
0.00
None
443.05K
ISHARES TR
SOLEShares154.81K
TypeSH
Market value$10.10M
4.75%
Sole
0.00
Shared
0.00
None
154.81K
DIMENSIONAL ETF TRUST
SOLEShares180.01K
TypeSH
Market value$9.14M
4.30%
Sole
0.00
Shared
0.00
None
180.01K
VANGUARD INTL EQUITY INDEX F
SOLEShares157.34K
TypeSH
Market value$8.52M
4.01%
Sole
0.00
Shared
0.00
None
157.34K
ISHARES TR
SOLEShares68.94K
TypeSH
Market value$8.19M
3.85%
Sole
0.00
Shared
0.00
None
68.94K
DIMENSIONAL ETF TRUST
SOLEShares237.91K
TypeSH
Market value$7.63M
3.59%
Sole
0.00
Shared
0.00
None
237.91K
DIMENSIONAL ETF TRUST
SOLEShares70.48K
TypeSH
Market value$4.82M
2.27%
Sole
0.00
Shared
0.00
None
70.48K
VANGUARD BD INDEX FDS
SOLEShares50.69K
TypeSH
Market value$3.77M
1.77%
Sole
0.00
Shared
0.00
None
50.69K
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.60K
TypeSH
Market value$3.32M
1.56%
Sole
0.00
Shared
0.00
None
6.60K
DIMENSIONAL ETF TRUST
SOLEShares45.92K
TypeSH
Market value$2.20M
1.04%
Sole
0.00
Shared
0.00
None
45.92K
ISHARES TR
SOLEShares22.76K
TypeSH
Market value$2.13M
1.00%
Sole
0.00
Shared
0.00
None
22.76K
DIMENSIONAL ETF TRUST
SOLEShares37.12K
TypeSH
Market value$1.70M
0.80%
Sole
0.00
Shared
0.00
None
37.12K
MICROSOFT CORP
SOLEShares2.69K
TypeSH
Market value$1.39M
0.66%
Sole
0.00
Shared
0.00
None
2.69K
APPLE INC
SOLEShares5.12K
TypeSH
Market value$1.30M
0.61%
Sole
0.00
Shared
0.00
None
5.12K
UNION PAC CORP
SOLEShares5.50K
TypeSH
Market value$1.30M
0.61%
Sole
0.00
Shared
0.00
None
5.50K
VANGUARD INDEX FDS
SOLEShares4.75K
TypeSH
Market value$1.21M
0.57%
Sole
0.00
Shared
0.00
None
4.75K
VANGUARD ADMIRAL FDS INC
SOLEShares2.74K
TypeSH
Market value$1.19M
0.56%
Sole
0.00
Shared
0.00
None
2.74K
VANGUARD INDEX FDS
SOLEShares3.94K
TypeSH
Market value$1.16M
0.54%
Sole
0.00
Shared
0.00
None
3.94K
SPDR S&P 500 ETF TR
SOLEShares1.26K
TypeSH
Market value$839.4K
0.39%
Sole
0.00
Shared
0.00
None
1.26K
ISHARES TR
SOLEShares6.06K
TypeSH
Market value$732.1K
0.34%
Sole
0.00
Shared
0.00
None
6.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 172.42K | SH | $32.15M 15.13% | 0.00 | 0.00 | 172.42K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 58.70K | SH | $28.16M 13.25% | 0.00 | 0.00 | 58.70K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 618.19K | SH | $26.43M 12.44% | 0.00 | 0.00 | 618.19K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 214.13K | SH | $17.12M 8.05% | 0.00 | 0.00 | 214.13K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 250.12K | SH | $14.99M 7.05% | 0.00 | 0.00 | 250.12K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 443.05K | SH | $14.53M 6.83% | 0.00 | 0.00 | 443.05K |
ISHARES TRSOLE | CORE S&P MCP ETF | 154.81K | SH | $10.10M 4.75% | 0.00 | 0.00 | 154.81K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 180.01K | SH | $9.14M 4.30% | 0.00 | 0.00 | 180.01K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 157.34K | SH | $8.52M 4.01% | 0.00 | 0.00 | 157.34K |
ISHARES TRSOLE | CORE S&P SCP ETF | 68.94K | SH | $8.19M 3.85% | 0.00 | 0.00 | 68.94K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 237.91K | SH | $7.63M 3.59% | 0.00 | 0.00 | 237.91K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 70.48K | SH | $4.82M 2.27% | 0.00 | 0.00 | 70.48K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 50.69K | SH | $3.77M 1.77% | 0.00 | 0.00 | 50.69K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.60K | SH | $3.32M 1.56% | 0.00 | 0.00 | 6.60K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 45.92K | SH | $2.20M 1.04% | 0.00 | 0.00 | 45.92K |
ISHARES TRSOLE | MSCI EAFE ETF | 22.76K | SH | $2.13M 1.00% | 0.00 | 0.00 | 22.76K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 37.12K | SH | $1.70M 0.80% | 0.00 | 0.00 | 37.12K |
MICROSOFT CORPSOLE | COM | 2.69K | SH | $1.39M 0.66% | 0.00 | 0.00 | 2.69K |
APPLE INCSOLE | COM | 5.12K | SH | $1.30M 0.61% | 0.00 | 0.00 | 5.12K |
UNION PAC CORPSOLE | COM | 5.50K | SH | $1.30M 0.61% | 0.00 | 0.00 | 5.50K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.75K | SH | $1.21M 0.57% | 0.00 | 0.00 | 4.75K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 2.74K | SH | $1.19M 0.56% | 0.00 | 0.00 | 2.74K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.94K | SH | $1.16M 0.54% | 0.00 | 0.00 | 3.94K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.26K | SH | $839.4K 0.39% | 0.00 | 0.00 | 1.26K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 6.06K | SH | $732.1K 0.34% | 0.00 | 0.00 | 6.06K |
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