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Hiley Hunt Wealth Management Portfolio
$257.4M across 49 positions as of 2026-09-30, with 80% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+7.3%
-7.2% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 11
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.0% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.5% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTVVanguard Value ETF | $40.5M | 15.7% | 187,263 |
| DFCFDimensional Core Fixed Income ETF | $32.2M | 12.5% | 801,411 |
| VUGVanguard Growth ETF | $31.1M | 12.1% | 345,300 |
| VCSHVanguard Short-Term Corporate Bond ETF | $22.5M | 8.8% | 291,906 |
| VEAVanguard FTSE Developed Markets ETF | $18.1M | 7.0% | 256,008 |
| DIMENSIONAL ETF TRUST | $18M | 7.0% | 479,777 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $14.1M | 5.5% | 278,593 |
| IJHiShares Core S&P Mid-Cap ETF | $11.8M | 4.6% | 164,451 |
| DIMENSIONAL ETF TRUST | $9.4M | 3.7% | 236,711 |
| VWOVanguard FTSE Emerging Markets ETF | $9.3M | 3.6% | 157,449 |
| IJRiShares Core S&P Small-Cap ETF | $9.3M | 3.6% | 68,621 |
| DIMENSIONAL ETF TRUST | $6.2M | 2.4% | 80,433 |
| BNDVanguard Total Bond Market ETF | $5.4M | 2.1% | 77,465 |
| BRK.BBerkshire Hathaway Inc | $3.4M | 1.3% | 6,855 |
| DIMENSIONAL ETF TRUST | $2.4M | 0.9% | 52,074 |
| EFAiShares MSCI EAFE ETF | $2M | 0.8% | 19,629 |
| DFAUDimensional US Core Equity Market ETF | $2M | 0.8% | 38,920 |
| AAPLApple Inc | $1.5M | 0.6% | 4,439 |
| UNPUnion Pacific Corp | $1.5M | 0.6% | 5,378 |
| MSFTMicrosoft Corp | $1.3M | 0.5% | 2,590 |
| VOOGVanguard S&P 500 Growth ETF | $1.3M | 0.5% | 15,396 |
| VBVanguard Small-Cap ETF | $1.3M | 0.5% | 4,508 |
| VOVanguard Mid-Cap ETF | $1.2M | 0.5% | 15,774 |
| INNOVATOR ETFS TRUST | $1.1M | 0.4% | 24,384 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $686.4K | 0.3% | 5,577 |
| COSTCostco Wholesale Corp | $616.4K | 0.2% | 677 |
| MUBiShares National Muni Bond ETF | $601.8K | 0.2% | 5,952 |
| IWFiShares Russell 1000 Growth ETF | $592.7K | 0.2% | 4,732 |
| IVWiShares S&P 500 Growth ETF | $590.2K | 0.2% | 4,149 |
| SPYState Street SPDR S&P 500 ETF Trust | $577.4K | 0.2% | 757 |
| SPROTT ASSET MANAGEMENT LP | $569.6K | 0.2% | 29,408 |
| WMTWalmart Inc | $528.2K | 0.2% | 5,082 |
| INNOVATOR ETFS TRUST | $498.6K | 0.2% | 18,715 |
| JNJJohnson & Johnson | $495K | 0.2% | 1,870 |
| USBUS Bancorp | $494.5K | 0.2% | 8,562 |
| GOOGLAlphabet Inc | $402.7K | 0.2% | 1,170 |
| VALMONT INDS INC | $364.3K | 0.1% | 787 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $330K | 0.1% | 6,346 |
| AMZNAmazon.com Inc | $304.5K | 0.1% | 1,222 |
| INNOVATOR ETFS TRUST | $291.9K | 0.1% | 6,946 |
| IVViShares Core S&P 500 ETF | $288.3K | 0.1% | 376 |
| JEPIJPMorgan Equity Premium Income ETF | $279.2K | 0.1% | 4,967 |
| VOOVanguard S&P 500 ETF | $275.7K | 0.1% | 393 |
| EEMiShares MSCI Emerging Index Fund | $271.4K | 0.1% | 4,064 |
| KOCoca-Cola Co | $263.4K | 0.1% | 3,060 |
| BSVVanguard Short-Term Bond ETF | $256.5K | 0.1% | 3,357 |
| TRVTravelers Companies Inc | $208.6K | 0.1% | 585 |
| EPDEnterprise Products Partners L.P | $208K | 0.1% | 5,842 |
| INNOVATOR ETFS TRUST | $201.5K | 0.1% | 5,515 |
Quarter ending 2026-09-30.
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