Hiley Hunt Wealth Management

CIK 0002048051 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

Hiley Hunt Wealth Management reported 49 positions worth $253.1M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: VTV (15.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$253.1M
2026 Q2
Positions
49
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.8%
Est. Net Flow (Q)
2026 Q2
10 / 49 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTVVANGUARD INDEX FDSSH$39.8M15.72%182,583
2DFCFDIMENSIONAL ETF TRUSTSH$32.0M12.63%757,059
3VUGVANGUARD INDEX FDSSH$29.2M11.52%338,573
4VCSHVANGUARD SCOTTSDALE FDSSH$21.7M8.56%274,051
5VEAVANGUARD TAX-MANAGED FDSSH$17.9M7.05%250,564
6DFICDIMENSIONAL ETF TRUSTSH$17.2M6.81%462,375
7DUSBDIMENSIONAL ETF TRUSTSH$12.7M5.03%250,727
8IJHISHARES TRSH$12.3M4.87%159,915
9IJRISHARES TRSH$10.0M3.93%67,098
10DFEMDIMENSIONAL ETF TRUSTSH$9.4M3.71%231,178

The free plan shows the top 10 positions. The remaining 39 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hiley Hunt Wealth Management hold as of Q2 2026?

Hiley Hunt Wealth Management reported 49 positions worth $253.1M in its Q2 2026 13F filing. Largest positions: VTV (15.7%), DFCF (12.6%), VUG (11.5%), VCSH (8.6%) and VEA (7.1%).

What did Hiley Hunt Wealth Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hiley Hunt Wealth Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.