Filed: 1/6/2026ACC: 0001214659-26-000143
📋 What this filing means
HILEY HUNT WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $223.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$223.48M
Total AUM (reported)
3.10M
Total Shares
Allocation by class
VALUE ETF$33.35M14.9%
CORE FIXED INCOM$29.27M13.1%
GROWTH ETF$26.73M12.0%
SHRT TRM CORP BD$19.39M8.7%
VAN FTSE DEV MKT$15.54M7.0%
INTL CORE EQUITY$15.47M6.9%
ULTRASHORT FIXED$11.21M5.0%
Portfolio Concentration
Top 3$89.36M40.0%
4–10$87.47M39.1%
11–25$36.82M16.5%
Rest$9.83M4.4%
Top 3 weight
40.0%
Top 10 weight
79.1%
Voting Authority Distribution
Total shares with voting rights: 3.10M
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
3.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings49
Rows:
VANGUARD INDEX FDS
SOLEShares174.63K
TypeSH
Market value$33.35M
14.92%
Sole
0.00
Shared
0.00
None
174.63K
DIMENSIONAL ETF TRUST
SOLEShares687.75K
TypeSH
Market value$29.27M
13.10%
Sole
0.00
Shared
0.00
None
687.75K
VANGUARD INDEX FDS
SOLEShares54.80K
TypeSH
Market value$26.73M
11.96%
Sole
0.00
Shared
0.00
None
54.80K
VANGUARD SCOTTSDALE FDS
SOLEShares243.22K
TypeSH
Market value$19.39M
8.68%
Sole
0.00
Shared
0.00
None
243.22K
VANGUARD TAX-MANAGED FDS
SOLEShares248.76K
TypeSH
Market value$15.54M
6.95%
Sole
0.00
Shared
0.00
None
248.76K
DIMENSIONAL ETF TRUST
SOLEShares448.85K
TypeSH
Market value$15.47M
6.92%
Sole
0.00
Shared
0.00
None
448.85K
DIMENSIONAL ETF TRUST
SOLEShares221.35K
TypeSH
Market value$11.21M
5.02%
Sole
0.00
Shared
0.00
None
221.35K
ISHARES TR
SOLEShares151.99K
TypeSH
Market value$10.03M
4.49%
Sole
0.00
Shared
0.00
None
151.99K
ISHARES TR
SOLEShares66.25K
TypeSH
Market value$7.96M
3.56%
Sole
0.00
Shared
0.00
None
66.25K
VANGUARD INTL EQUITY INDEX F
SOLEShares146.39K
TypeSH
Market value$7.87M
3.52%
Sole
0.00
Shared
0.00
None
146.39K
DIMENSIONAL ETF TRUST
SOLEShares230.43K
TypeSH
Market value$7.62M
3.41%
Sole
0.00
Shared
0.00
None
230.43K
VANGUARD BD INDEX FDS
SOLEShares73.38K
TypeSH
Market value$5.44M
2.43%
Sole
0.00
Shared
0.00
None
73.38K
DIMENSIONAL ETF TRUST
SOLEShares71.90K
TypeSH
Market value$5.01M
2.24%
Sole
0.00
Shared
0.00
None
71.90K
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.94K
TypeSH
Market value$3.49M
1.56%
Sole
0.00
Shared
0.00
None
6.94K
DIMENSIONAL ETF TRUST
SOLEShares49.07K
TypeSH
Market value$2.36M
1.06%
Sole
0.00
Shared
0.00
None
49.07K
ISHARES TR
SOLEShares22.04K
TypeSH
Market value$2.12M
0.95%
Sole
0.00
Shared
0.00
None
22.04K
DIMENSIONAL ETF TRUST
SOLEShares39.51K
TypeSH
Market value$1.85M
0.83%
Sole
0.00
Shared
0.00
None
39.51K
APPLE INC
SOLEShares5.13K
TypeSH
Market value$1.39M
0.62%
Sole
0.00
Shared
0.00
None
5.13K
MICROSOFT CORP
SOLEShares2.66K
TypeSH
Market value$1.29M
0.58%
Sole
0.00
Shared
0.00
None
2.66K
UNION PAC CORP
SOLEShares5.45K
TypeSH
Market value$1.26M
0.56%
Sole
0.00
Shared
0.00
None
5.45K
VANGUARD INDEX FDS
SOLEShares4.72K
TypeSH
Market value$1.22M
0.54%
Sole
0.00
Shared
0.00
None
4.72K
VANGUARD ADMIRAL FDS INC
SOLEShares2.66K
TypeSH
Market value$1.18M
0.53%
Sole
0.00
Shared
0.00
None
2.66K
VANGUARD INDEX FDS
SOLEShares3.96K
TypeSH
Market value$1.15M
0.51%
Sole
0.00
Shared
0.00
None
3.96K
SPDR S&P 500 ETF TR
SOLEShares1.20K
TypeSH
Market value$814.9K
0.36%
Sole
0.00
Shared
0.00
None
1.20K
INNOVATOR ETFS TRUST
SOLEShares17.84K
TypeSH
Market value$629.6K
0.28%
Sole
0.00
Shared
0.00
None
17.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 174.63K | SH | $33.35M 14.92% | 0.00 | 0.00 | 174.63K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 687.75K | SH | $29.27M 13.10% | 0.00 | 0.00 | 687.75K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 54.80K | SH | $26.73M 11.96% | 0.00 | 0.00 | 54.80K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 243.22K | SH | $19.39M 8.68% | 0.00 | 0.00 | 243.22K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 248.76K | SH | $15.54M 6.95% | 0.00 | 0.00 | 248.76K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 448.85K | SH | $15.47M 6.92% | 0.00 | 0.00 | 448.85K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 221.35K | SH | $11.21M 5.02% | 0.00 | 0.00 | 221.35K |
ISHARES TRSOLE | CORE S&P MCP ETF | 151.99K | SH | $10.03M 4.49% | 0.00 | 0.00 | 151.99K |
ISHARES TRSOLE | CORE S&P SCP ETF | 66.25K | SH | $7.96M 3.56% | 0.00 | 0.00 | 66.25K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 146.39K | SH | $7.87M 3.52% | 0.00 | 0.00 | 146.39K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 230.43K | SH | $7.62M 3.41% | 0.00 | 0.00 | 230.43K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 73.38K | SH | $5.44M 2.43% | 0.00 | 0.00 | 73.38K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 71.90K | SH | $5.01M 2.24% | 0.00 | 0.00 | 71.90K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.94K | SH | $3.49M 1.56% | 0.00 | 0.00 | 6.94K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 49.07K | SH | $2.36M 1.06% | 0.00 | 0.00 | 49.07K |
ISHARES TRSOLE | MSCI EAFE ETF | 22.04K | SH | $2.12M 0.95% | 0.00 | 0.00 | 22.04K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 39.51K | SH | $1.85M 0.83% | 0.00 | 0.00 | 39.51K |
APPLE INCSOLE | COM | 5.13K | SH | $1.39M 0.62% | 0.00 | 0.00 | 5.13K |
MICROSOFT CORPSOLE | COM | 2.66K | SH | $1.29M 0.58% | 0.00 | 0.00 | 2.66K |
UNION PAC CORPSOLE | COM | 5.45K | SH | $1.26M 0.56% | 0.00 | 0.00 | 5.45K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.72K | SH | $1.22M 0.54% | 0.00 | 0.00 | 4.72K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 2.66K | SH | $1.18M 0.53% | 0.00 | 0.00 | 2.66K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.96K | SH | $1.15M 0.51% | 0.00 | 0.00 | 3.96K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.20K | SH | $814.9K 0.36% | 0.00 | 0.00 | 1.20K |
INNOVATOR ETFS TRUSTSOLE | INNOVATOR US EQ | 17.84K | SH | $629.6K 0.28% | 0.00 | 0.00 | 17.84K |
Page 1 of 2