Filed: 7/7/2026ACC: 0001214659-26-008268
📋 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 $253.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$253.06M
Total AUM (reported)
3.61M
Total Shares
Allocation by class
VALUE ETF$39.79M15.7%
CORE FIXE IN ETF$31.96M12.6%
GROWTH ETF$29.16M11.5%
SHRT TRM CORP BD$21.66M8.6%
VAN FTSE DEV MKT$17.85M7.1%
INTL CORE EQUITY$17.23M6.8%
ULTR FIX INC ETF$12.73M5.0%
Portfolio Concentration
Top 3$100.91M39.9%
4–10$101.15M40.0%
11–25$40.94M16.2%
Rest$10.06M4.0%
Top 3 weight
39.9%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 3.61M
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
3.61M
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
SOLEShares182.58K
TypeSH
Market value$39.79M
15.72%
Sole
0.00
Shared
0.00
None
182.58K
DIMENSIONAL ETF TRUST
SOLEShares757.06K
TypeSH
Market value$31.96M
12.63%
Sole
0.00
Shared
0.00
None
757.06K
VANGUARD INDEX FDS
SOLEShares338.57K
TypeSH
Market value$29.16M
11.52%
Sole
0.00
Shared
0.00
None
338.57K
VANGUARD SCOTTSDALE FDS
SOLEShares274.05K
TypeSH
Market value$21.66M
8.56%
Sole
0.00
Shared
0.00
None
274.05K
VANGUARD TAX-MANAGED FDS
SOLEShares250.56K
TypeSH
Market value$17.85M
7.05%
Sole
0.00
Shared
0.00
None
250.56K
DIMENSIONAL ETF TRUST
SOLEShares462.38K
TypeSH
Market value$17.23M
6.81%
Sole
0.00
Shared
0.00
None
462.38K
DIMENSIONAL ETF TRUST
SOLEShares250.73K
TypeSH
Market value$12.73M
5.03%
Sole
0.00
Shared
0.00
None
250.73K
ISHARES TR
SOLEShares159.91K
TypeSH
Market value$12.33M
4.87%
Sole
0.00
Shared
0.00
None
159.91K
ISHARES TR
SOLEShares67.10K
TypeSH
Market value$9.95M
3.93%
Sole
0.00
Shared
0.00
None
67.10K
DIMENSIONAL ETF TRUST
SOLEShares231.18K
TypeSH
Market value$9.40M
3.71%
Sole
0.00
Shared
0.00
None
231.18K
VANGUARD INTL EQUITY INDEX F
SOLEShares152.52K
TypeSH
Market value$9.10M
3.60%
Sole
0.00
Shared
0.00
None
152.52K
DIMENSIONAL ETF TRUST
SOLEShares77.02K
TypeSH
Market value$6.34M
2.51%
Sole
0.00
Shared
0.00
None
77.02K
VANGUARD BD INDEX FDS
SOLEShares78.20K
TypeSH
Market value$5.74M
2.27%
Sole
0.00
Shared
0.00
None
78.20K
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.86K
TypeSH
Market value$3.43M
1.36%
Sole
0.00
Shared
0.00
None
6.86K
DIMENSIONAL ETF TRUST
SOLEShares51.89K
TypeSH
Market value$2.51M
0.99%
Sole
0.00
Shared
0.00
None
51.89K
DIMENSIONAL ETF TRUST
SOLEShares40.83K
TypeSH
Market value$2.11M
0.83%
Sole
0.00
Shared
0.00
None
40.83K
ISHARES TR
SOLEShares19.96K
TypeSH
Market value$2.07M
0.82%
Sole
0.00
Shared
0.00
None
19.96K
UNION PAC CORP
SOLEShares5.40K
TypeSH
Market value$1.47M
0.58%
Sole
0.00
Shared
0.00
None
5.40K
VANGUARD INDEX FDS
SOLEShares4.69K
TypeSH
Market value$1.42M
0.56%
Sole
0.00
Shared
0.00
None
4.69K
APPLE INC
SOLEShares4.72K
TypeSH
Market value$1.36M
0.54%
Sole
0.00
Shared
0.00
None
4.72K
VANGUARD ADMIRAL FDS INC
SOLEShares15.73K
TypeSH
Market value$1.30M
0.51%
Sole
0.00
Shared
0.00
None
15.73K
VANGUARD INDEX FDS
SOLEShares15.74K
TypeSH
Market value$1.27M
0.50%
Sole
0.00
Shared
0.00
None
15.74K
INNOVATOR ETFS TRUST
SOLEShares24.38K
TypeSH
Market value$1.11M
0.44%
Sole
0.00
Shared
0.00
None
24.38K
MICROSOFT CORP
SOLEShares2.73K
TypeSH
Market value$1.02M
0.40%
Sole
0.00
Shared
0.00
None
2.73K
STATE STR SPDR S&P 500 ETF T
SOLEShares917.00
TypeSH
Market value$684.8K
0.27%
Sole
0.00
Shared
0.00
None
917.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 182.58K | SH | $39.79M 15.72% | 0.00 | 0.00 | 182.58K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 757.06K | SH | $31.96M 12.63% | 0.00 | 0.00 | 757.06K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 338.57K | SH | $29.16M 11.52% | 0.00 | 0.00 | 338.57K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 274.05K | SH | $21.66M 8.56% | 0.00 | 0.00 | 274.05K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 250.56K | SH | $17.85M 7.05% | 0.00 | 0.00 | 250.56K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 462.38K | SH | $17.23M 6.81% | 0.00 | 0.00 | 462.38K |
DIMENSIONAL ETF TRUSTSOLE | ULTR FIX INC ETF | 250.73K | SH | $12.73M 5.03% | 0.00 | 0.00 | 250.73K |
ISHARES TRSOLE | CORE S&P MCP ETF | 159.91K | SH | $12.33M 4.87% | 0.00 | 0.00 | 159.91K |
ISHARES TRSOLE | CORE S&P SCP ETF | 67.10K | SH | $9.95M 3.93% | 0.00 | 0.00 | 67.10K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 231.18K | SH | $9.40M 3.71% | 0.00 | 0.00 | 231.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 152.52K | SH | $9.10M 3.60% | 0.00 | 0.00 | 152.52K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 77.02K | SH | $6.34M 2.51% | 0.00 | 0.00 | 77.02K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 78.20K | SH | $5.74M 2.27% | 0.00 | 0.00 | 78.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.86K | SH | $3.43M 1.36% | 0.00 | 0.00 | 6.86K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 51.89K | SH | $2.51M 0.99% | 0.00 | 0.00 | 51.89K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 40.83K | SH | $2.11M 0.83% | 0.00 | 0.00 | 40.83K |
ISHARES TRSOLE | MSCI EAFE ETF | 19.96K | SH | $2.07M 0.82% | 0.00 | 0.00 | 19.96K |
UNION PAC CORPSOLE | COM | 5.40K | SH | $1.47M 0.58% | 0.00 | 0.00 | 5.40K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.69K | SH | $1.42M 0.56% | 0.00 | 0.00 | 4.69K |
APPLE INCSOLE | COM | 4.72K | SH | $1.36M 0.54% | 0.00 | 0.00 | 4.72K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 15.73K | SH | $1.30M 0.51% | 0.00 | 0.00 | 15.73K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 15.74K | SH | $1.27M 0.50% | 0.00 | 0.00 | 15.74K |
INNOVATOR ETFS TRUSTSOLE | US EQT ULTRA BF | 24.38K | SH | $1.11M 0.44% | 0.00 | 0.00 | 24.38K |
MICROSOFT CORPSOLE | COM | 2.73K | SH | $1.02M 0.40% | 0.00 | 0.00 | 2.73K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 917.00 | SH | $684.8K 0.27% | 0.00 | 0.00 | 917.00 |
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