Hiley Hunt Wealth Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Hiley Hunt Wealth Management reported 49 stock positions worth $253.1 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 15.7% of the portfolio, followed by Dimensional Core Fixed (DFCF, 12.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 11.5%). Compared with Q1 2026, it opened 2 new positions, added to 25 and reduced 16. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +1%) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002048051
- Portfolio Value
- $253.1M (Q2 2026)
- SEC Filing
- 0001214659-26-008268 ↗ filed Jul 7, 2026
Holdings Value
Holdings 49 stocks · $253.1M
| VTV Vanguard Mrngstr Val ETF-Aui | 15.72% | 182,583 | $39.8M | Add +2.5% |
| DFCF Dimensional Core Fixed Inc. | 12.63% | 757,059 | $32.0M | Add +5.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.52% | 338,573 | $29.2M | Add +1.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.56% | 274,051 | $21.7M | Add +7.7% |
| VEA Vanguard Ftse Developed ETF | 7.05% | 250,564 | $17.9M | Reduce -0.2% |
| DFIC Dimensional International Co. | 6.81% | 462,375 | $17.2M | Add +1.4% |
| DUSB Dimension Ultrashort Fi ETF | 5.03% | 250,727 | $12.7M | Add +8.2% |
| IJH iShares Core S&P Midcap ETF | 4.87% | 159,915 | $12.3M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 3.93% | 67,098 | $10.0M | Reduce -0.1% |
| DFEM Dimensional Emrg MRKT Core | 3.71% | 231,178 | $9.4M | Reduce -2.4% |
| VWO Vanguard Ftse Emerging Marke | 3.60% | 152,521 | $9.1M | Add +2.5% |
| DFAS Dimensional US Small Cap ETF | 2.51% | 77,017 | $6.3M | Add +2.9% |
| BND Vanguard Total Bond Market | 2.27% | 78,200 | $5.7M | Add +6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.36% | 6,855 | $3.4M | Reduce -0.5% |
| DFNM Dimensional National Muni BD | 0.99% | 51,890 | $2.5M | Add +0.3% |
| DFAU Dimensional US Core Equity M | 0.83% | 40,833 | $2.1M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.82% | 19,965 | $2.1M | Reduce -7.9% |
| UNP Union Pacific Corp. | 0.58% | 5,397 | $1.5M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.56% | 4,692 | $1.4M | Add +0.0% |
| AAPL Apple Inc. | 0.54% | 4,717 | $1.4M | Reduce -0.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.51% | 15,729 | $1.3M | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 15,742 | $1.3M | Reduce -1.0% |
| UJAN Innovator U.S. Equity Ultra | 0.44% | 24,384 | $1.1M | No change |
| MSFT Microsoft Corp. | 0.40% | 2,731 | $1.0M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 917 | $685K | Reduce -5.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.26% | 5,577 | $664K | Reduce -0.9% |
| MUB iShares National Muni Bond E | 0.25% | 5,905 | $636K | Add +61.1% |
| COST Costco Wholesale Corp. | 0.25% | 674 | $631K | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.23% | 4,732 | $588K | No change |
| WMT Walmart Inc. | 0.23% | 5,079 | $575K | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 0.23% | 4,170 | $574K | Reduce -0.9% |
| PSLV Sprott Physical Silver Trust | 0.22% | 29,408 | $555K | Add +20.4% |
| USB US Bancorp | 0.20% | 8,562 | $517K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 6,477 | $505K | Add +2.0% |
| JNJ Johnson & Johnson | 0.19% | 1,866 | $474K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,323 | $473K | Reduce -2.1% |
| VMI Valmont Industries | 0.18% | 787 | $454K | No change |
| APOC Inr Eqty Def P ETF - 6 M A/O | 0.16% | 15,148 | $398K | Reduce -3.1% |
| IVV iShares Core S&P 500 ETF | 0.15% | 509 | $381K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.14% | 6,334 | $354K | Add +0.1% |
| EALT Innovator US Eqty 5TO15 Buff | 0.14% | 9,540 | $342K | Reduce -22.4% |
| AMZN Amazon.com Inc. | 0.11% | 1,197 | $285K | Add +9.5% |
| EEM iShares MSCI Emerging Market | 0.11% | 4,064 | $278K | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.11% | 395 | $271K | Add +9.1% |
| KO The Coca-Cola Co. | 0.10% | 3,176 | $258K | Add +0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.09% | 3,840 | $217K | Add +1.8% |
| EPD Enterprise Products Partners | 0.08% | 5,842 | $215K | No change |
| UOCT Innovator U.S. Equity Ultra | 0.08% | 5,118 | $210K | New |
| TSLA Tesla Inc. | 0.08% | 494 | $208K | New |
Portfolio Sells Q1 2026 → Q2 2026
| EFA iShares MSCI Eafe ETF | Reduce -7.9% | 0.82% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 1.36% | −0.10 |
| EALT Innovator US Eqty 5TO15 Buff | Reduce -22.4% | 0.14% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 7.05% | −0.04 |
| APOC Inr Eqty Def P ETF - 6 M A/O | Reduce -3.1% | 0.16% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.6% | 0.27% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.0% | 0.50% | −0.00 |
| UNP Union Pacific Corp. | Reduce -0.4% | 0.58% | +0.00 |
| AAPL Apple Inc. | Reduce -0.3% | 0.54% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 0.19% | +0.02 |
| DFAU Dimensional US Core Equity M | Reduce -0.6% | 0.83% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.9% | 0.23% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.9% | 0.26% | +0.02 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -1.6% | 0.51% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.4% | 3.71% | +0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 3.93% | +0.25 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.3% | 11.52% | +0.79 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.5% | 15.72% | +0.31 |
| IJH iShares Core S&P Midcap ETF | Add +2.6% | 4.87% | +0.23 |
| DFAS Dimensional US Small Cap ETF | Add +2.9% | 2.51% | +0.16 |
| UOCT Innovator U.S. Equity Ultra | New | 0.08% | +0.08 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| MUB iShares National Muni Bond E | Add +61.1% | 0.25% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +2.5% | 3.60% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.0% | 0.56% | +0.02 |
| AMZN Amazon.com Inc. | Add +9.5% | 0.11% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +9.1% | 0.11% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +0.1% | 0.14% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.5% | 0.11% | +0.01 |
| KO The Coca-Cola Co. | Add +0.6% | 0.10% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +1.8% | 0.09% | −0.01 |
| JNJ Johnson & Johnson | Add +0.3% | 0.19% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +2.0% | 0.20% | −0.02 |
| MSFT Microsoft Corp. | Add +3.1% | 0.40% | −0.03 |
| PSLV Sprott Physical Silver Trust | Add +20.4% | 0.22% | −0.04 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.25% | −0.05 |
| WMT Walmart Inc. | Add +0.0% | 0.23% | −0.05 |
| DFNM Dimensional National Muni BD | Add +0.3% | 0.99% | −0.10 |
| BND Vanguard Total Bond Market | Add +6.0% | 2.27% | −0.13 |
| DUSB Dimension Ultrashort Fi ETF | Add +8.2% | 5.03% | −0.15 |
| DFIC Dimensional International Co. | Add +1.4% | 6.81% | −0.34 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.7% | 8.56% | −0.34 |
| DFCF Dimensional Core Fixed Inc. | Add +5.4% | 12.63% | −0.74 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $253.1M | VTV, DFCF, VUG, VCSH, VEA |
| Q1 2026 | 47 | $226.7M | VTV, DFCF, VUG, VCSH, DFIC |
| Q4 2025 | 49 | $223.5M | VTV, DFCF, VUG, VCSH, VEA |
| Q3 2025 | 46 | $212.6M | VTV, VUG, DFCF, VCSH, VEA |
| Q2 2025 | 43 | $197.9M | VTV, VUG, DFCF, VCSH, VEA |
| Q1 2025 | 43 | $183.4M | VTV, DFCF, VUG, VCSH, VEA |
| Q4 2024 | 39 | $180.2M | VTV, VUG, DFCF, VCSH, VEA |
| Q3 2024 | 38 | $174.5M | VTV, VUG, DFCF, VCSH, VEA |
| Q2 2024 | 38 | $161.9M | VTV, VUG, DFCF, VCSH, VEA |
| Q1 2024 | 36 | $152.6M | VTV, VUG, DFCF, VEA, VCSH |