Hiley Hunt Wealth Management
Holdings as of 2026-09-30, filed 2026-10-08
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 8 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
49
Value reported by manager
$257.4M
Sum of our stored positions
$257.4M
should match the line above
Disclosure lag
8 d
quarter end to filing
Top 5 concentration
56.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
49 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $40.5M | 187,263 | — | 922908744 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $32.2M | 801,411 | — | 25434V872 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $31.1M | 345,300 | — | 922908736 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $22.5M | 291,906 | — | 92206C409 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $18.1M | 256,008 | — | 921943858 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $18M | 479,777 | — | 25434V799 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $14.1M | 278,593 | — | 25434V591 |
| ISHARES TR | CORE S&P MCP ETF | $11.8M | 164,451 | — | 464287507 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.4M | 236,711 | — | 25434V732 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.3M | 157,449 | — | 922042858 |
| ISHARES TR | CORE S&P SCP ETF | $9.3M | 68,621 | — | 464287804 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.2M | 80,433 | — | 25434V500 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.4M | 77,465 | — | 921937835 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.4M | 6,855 | — | 084670702 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.4M | 52,074 | — | 25434V849 |
| ISHARES TR | MSCI EAFE ETF | $2M | 19,629 | — | 464287465 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2M | 38,920 | — | 25434V104 |
| APPLE INC | COM | $1.5M | 4,439 | — | 037833100 |
| UNION PAC CORP | COM | $1.5M | 5,378 | — | 907818108 |
| MICROSOFT CORP | COM | $1.3M | 2,590 | — | 594918104 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.3M | 15,396 | — | 921932505 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $1.3M | 4,508 | — | 922908751 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $1.2M | 15,774 | — | 922908629 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $1.1M | 24,384 | — | 45782C300 |
| SPDR SERIES TRUST | ST STR P500GRW | $686.4K | 5,577 | — | 78464A409 |
| COSTCO WHOLESALE CORPORATION | COM | $616.4K | 677 | — | 22160K105 |
| ISHARES TR | NATIONAL MUN ETF | $601.8K | 5,952 | — | 464288414 |
| ISHARES TR | RUS 1000 GRW ETF | $592.7K | 4,732 | — | 464287614 |
| ISHARES TR | S&P 500 GRWT ETF | $590.2K | 4,149 | — | 464287309 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $577.4K | 757 | — | 78462F103 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $569.6K | 29,408 | — | 85207K107 |
| WALMART INC | COM | $528.2K | 5,082 | — | 931142103 |
| INNOVATOR ETFS TRUST | EQUI DEF PRO APR | $498.6K | 18,715 | — | 45784N882 |
| JOHNSON & JOHNSON | COM | $495K | 1,870 | — | 478160104 |
| US BANCORP | COM NEW | $494.5K | 8,562 | — | 902973304 |
| ALPHABET INC | CAP STK CL A | $402.7K | 1,170 | — | 02079K305 |
| VALMONT INDS INC | COM | $364.3K | 787 | — | 920253101 |
| ISHARES TR | ESG AWARE MSCI | $330K | 6,346 | — | 46435U663 |
| AMAZON COM INC | COM | $304.5K | 1,222 | — | 023135106 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $291.9K | 6,946 | — | 45782C649 |
| ISHARES TR | CORE S&P500 ETF | $288.3K | 376 | — | 464287200 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $279.2K | 4,967 | — | 46641Q332 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $275.7K | 393 | — | 922908363 |
| ISHARES TR | MSCI EMG MKT ETF | $271.4K | 4,064 | — | 464287234 |
| COCA COLA CO | COM | $263.4K | 3,060 | — | 191216100 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $256.5K | 3,357 | — | 921937827 |
| TRAVELERS COMPANIES INC | COM | $208.6K | 585 | — | 89417E109 |
| ENTERPRISE PRODS PARTNERS L | COM | $208K | 5,842 | — | 293792107 |
| INNOVATOR ETFS TRUST | INNOVATOR US EQ | $201.5K | 5,515 | — | 45783Y475 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-10-08