Filed: 4/6/2026ACC: 0001214659-26-004344
📋 What this filing means
HILEY HUNT WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $226.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$226.73M
Total AUM (reported)
3.19M
Total Shares
Allocation by class
VALUE ETF$34.95M15.4%
CORE FIXED INCOM$30.31M13.4%
GROWTH ETF$24.33M10.7%
SHRT TRM CORP BD$20.17M8.9%
INTL CORE EQUITY$16.20M7.1%
VAN FTSE DEV MKT$16.09M7.1%
ULTRASHORT FIXED$11.75M5.2%
Portfolio Concentration
Top 3$89.59M39.5%
4–10$91.27M40.3%
11–25$37.20M16.4%
Rest$8.67M3.8%
Top 3 weight
39.5%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 3.19M
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
3.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:
VANGUARD INDEX FDS
SOLEShares178.13K
TypeSH
Market value$34.95M
15.41%
Sole
0.00
Shared
0.00
None
178.13K
DIMENSIONAL ETF TRUST
SOLEShares717.97K
TypeSH
Market value$30.31M
13.37%
Sole
0.00
Shared
0.00
None
717.97K
VANGUARD INDEX FDS
SOLEShares55.70K
TypeSH
Market value$24.33M
10.73%
Sole
0.00
Shared
0.00
None
55.70K
VANGUARD SCOTTSDALE FDS
SOLEShares254.47K
TypeSH
Market value$20.17M
8.90%
Sole
0.00
Shared
0.00
None
254.47K
DIMENSIONAL ETF TRUST
SOLEShares455.93K
TypeSH
Market value$16.20M
7.14%
Sole
0.00
Shared
0.00
None
455.93K
VANGUARD TAX-MANAGED FDS
SOLEShares251.03K
TypeSH
Market value$16.09M
7.09%
Sole
0.00
Shared
0.00
None
251.03K
DIMENSIONAL ETF TRUST
SOLEShares231.68K
TypeSH
Market value$11.75M
5.18%
Sole
0.00
Shared
0.00
None
231.68K
ISHARES TR
SOLEShares155.88K
TypeSH
Market value$10.53M
4.64%
Sole
0.00
Shared
0.00
None
155.88K
ISHARES TR
SOLEShares67.18K
TypeSH
Market value$8.35M
3.68%
Sole
0.00
Shared
0.00
None
67.18K
DIMENSIONAL ETF TRUST
SOLEShares236.95K
TypeSH
Market value$8.19M
3.61%
Sole
0.00
Shared
0.00
None
236.95K
VANGUARD INTL EQUITY INDEX F
SOLEShares148.76K
TypeSH
Market value$8.04M
3.55%
Sole
0.00
Shared
0.00
None
148.76K
VANGUARD BD INDEX FDS
SOLEShares73.81K
TypeSH
Market value$5.44M
2.40%
Sole
0.00
Shared
0.00
None
73.81K
DIMENSIONAL ETF TRUST
SOLEShares74.85K
TypeSH
Market value$5.32M
2.35%
Sole
0.00
Shared
0.00
None
74.85K
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.89K
TypeSH
Market value$3.30M
1.46%
Sole
0.00
Shared
0.00
None
6.89K
DIMENSIONAL ETF TRUST
SOLEShares51.72K
TypeSH
Market value$2.48M
1.09%
Sole
0.00
Shared
0.00
None
51.72K
ISHARES TR
SOLEShares21.69K
TypeSH
Market value$2.11M
0.93%
Sole
0.00
Shared
0.00
None
21.69K
DIMENSIONAL ETF TRUST
SOLEShares41.09K
TypeSH
Market value$1.85M
0.82%
Sole
0.00
Shared
0.00
None
41.09K
UNION PAC CORP
SOLEShares5.42K
TypeSH
Market value$1.31M
0.58%
Sole
0.00
Shared
0.00
None
5.42K
VANGUARD INDEX FDS
SOLEShares4.69K
TypeSH
Market value$1.23M
0.54%
Sole
0.00
Shared
0.00
None
4.69K
APPLE INC
SOLEShares4.73K
TypeSH
Market value$1.20M
0.53%
Sole
0.00
Shared
0.00
None
4.73K
VANGUARD INDEX FDS
SOLEShares3.98K
TypeSH
Market value$1.14M
0.50%
Sole
0.00
Shared
0.00
None
3.98K
VANGUARD ADMIRAL FDS INC
SOLEShares2.67K
TypeSH
Market value$1.09M
0.48%
Sole
0.00
Shared
0.00
None
2.67K
INNOVATOR ETFS TRUST
SOLEShares24.38K
TypeSH
Market value$1.04M
0.46%
Sole
0.00
Shared
0.00
None
24.38K
MICROSOFT CORP
SOLEShares2.65K
TypeSH
Market value$980.4K
0.43%
Sole
0.00
Shared
0.00
None
2.65K
COSTCO WHSL CORP NEW
SOLEShares673.00
TypeSH
Market value$670.7K
0.30%
Sole
0.00
Shared
0.00
None
673.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 178.13K | SH | $34.95M 15.41% | 0.00 | 0.00 | 178.13K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 717.97K | SH | $30.31M 13.37% | 0.00 | 0.00 | 717.97K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 55.70K | SH | $24.33M 10.73% | 0.00 | 0.00 | 55.70K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 254.47K | SH | $20.17M 8.90% | 0.00 | 0.00 | 254.47K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 455.93K | SH | $16.20M 7.14% | 0.00 | 0.00 | 455.93K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 251.03K | SH | $16.09M 7.09% | 0.00 | 0.00 | 251.03K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 231.68K | SH | $11.75M 5.18% | 0.00 | 0.00 | 231.68K |
ISHARES TRSOLE | CORE S&P MCP ETF | 155.88K | SH | $10.53M 4.64% | 0.00 | 0.00 | 155.88K |
ISHARES TRSOLE | CORE S&P SCP ETF | 67.18K | SH | $8.35M 3.68% | 0.00 | 0.00 | 67.18K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 236.95K | SH | $8.19M 3.61% | 0.00 | 0.00 | 236.95K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 148.76K | SH | $8.04M 3.55% | 0.00 | 0.00 | 148.76K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 73.81K | SH | $5.44M 2.40% | 0.00 | 0.00 | 73.81K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 74.85K | SH | $5.32M 2.35% | 0.00 | 0.00 | 74.85K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.89K | SH | $3.30M 1.46% | 0.00 | 0.00 | 6.89K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 51.72K | SH | $2.48M 1.09% | 0.00 | 0.00 | 51.72K |
ISHARES TRSOLE | MSCI EAFE ETF | 21.69K | SH | $2.11M 0.93% | 0.00 | 0.00 | 21.69K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 41.09K | SH | $1.85M 0.82% | 0.00 | 0.00 | 41.09K |
UNION PAC CORPSOLE | COM | 5.42K | SH | $1.31M 0.58% | 0.00 | 0.00 | 5.42K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.69K | SH | $1.23M 0.54% | 0.00 | 0.00 | 4.69K |
APPLE INCSOLE | COM | 4.73K | SH | $1.20M 0.53% | 0.00 | 0.00 | 4.73K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.98K | SH | $1.14M 0.50% | 0.00 | 0.00 | 3.98K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 2.67K | SH | $1.09M 0.48% | 0.00 | 0.00 | 2.67K |
INNOVATOR ETFS TRUSTSOLE | US EQT ULTRA BF | 24.38K | SH | $1.04M 0.46% | 0.00 | 0.00 | 24.38K |
MICROSOFT CORPSOLE | COM | 2.65K | SH | $980.4K 0.43% | 0.00 | 0.00 | 2.65K |
COSTCO WHSL CORP NEWSOLE | COM | 673.00 | SH | $670.7K 0.30% | 0.00 | 0.00 | 673.00 |
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