Hiley Hunt Wealth Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 3, 2025), Hiley Hunt Wealth Management reported 43 stock positions worth $183.4 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 15.9% of the portfolio, followed by Dimensional Core Fixed (DFCF, 13.2%) and Vanguard Mrngstar GR ETF-Sui (VUG, 12.3%). Compared with Q4 2024, it opened 6 new positions, sold out of 2, added to 19 and reduced 15. The biggest buy was Dimensional Core Fixed (DFCF, shares +7%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002048051
- Portfolio Value
- $183.4M (Q1 2025)
- SEC Filing
- 0001214659-25-005381 ↗ filed Apr 3, 2025
Holdings Value
Holdings 43 stocks · $183.4M
| VTV Vanguard Mrngstr Val ETF-Aui | 15.89% | 169,003 | $29.1M | Add +0.3% |
| DFCF Dimensional Core Fixed Inc. | 13.25% | 576,035 | $24.3M | Add +6.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.30% | 60,261 | $22.5M | Reduce -2.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.36% | 194,682 | $15.3M | Add +7.7% |
| VEA Vanguard Ftse Developed ETF | 6.76% | 242,980 | $12.4M | Add +0.5% |
| DFIC Dimensional International Co. | 6.30% | 415,468 | $11.6M | Add +7.6% |
| IJH iShares Core S&P Midcap ETF | 4.64% | 144,963 | $8.5M | Add +0.8% |
| DUSB Dimension Ultrashort Fi ETF | 4.60% | 166,101 | $8.4M | Add +8.9% |
| VWO Vanguard Ftse Emerging Marke | 3.77% | 152,171 | $6.9M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 3.68% | 64,309 | $6.7M | Reduce -0.4% |
| DFEM Dimensional Emrg MRKT Core | 3.33% | 229,362 | $6.1M | Add +7.9% |
| DFAS Dimensional US Small Cap ETF | 2.04% | 62,268 | $3.7M | Add +9.5% |
| BND Vanguard Total Bond Market | 2.02% | 50,344 | $3.7M | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.84% | 6,319 | $3.4M | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 1.11% | 24,860 | $2.0M | Reduce -20.1% |
| DFNM Dimensional National Muni BD | 0.99% | 37,908 | $1.8M | Reduce -1.6% |
| DFAU Dimensional US Core Equity M | 0.75% | 35,643 | $1.4M | Add +12.2% |
| UNP Union Pacific Corp. | 0.72% | 5,583 | $1.3M | Reduce -1.5% |
| AAPL Apple Inc. | 0.72% | 5,922 | $1.3M | Reduce -2.0% |
| MSFT Microsoft Corp. | 0.66% | 3,159 | $1.2M | Reduce -4.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.57% | 4,739 | $1.1M | Reduce -41.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 3,922 | $1.0M | Reduce -1.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.55% | 3,014 | $1.0M | Reduce -32.4% |
| APOC Inr Eqty Def P ETF - 6 M A/O | 0.44% | 32,130 | $806K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 1,308 | $734K | Reduce -36.8% |
| MUB iShares National Muni Bond E | 0.36% | 6,172 | $651K | Add +1.0% |
| COST Costco Wholesale Corp. | 0.35% | 675 | $644K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.33% | 6,463 | $604K | Add +0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.30% | 6,860 | $555K | Reduce -0.9% |
| UJAN Innovator U.S. Equity Ultra | 0.27% | 12,824 | $490K | New |
| BSV Vanguard Short-Term Bond ETF | 0.26% | 6,064 | $474K | Add +4.6% |
| WMT Walmart Inc. | 0.25% | 5,076 | $451K | No change |
| IWF iShares Russell 1000 Growth | 0.24% | 1,205 | $438K | No change |
| USB US Bancorp | 0.21% | 9,009 | $376K | Reduce -11.8% |
| IVV iShares Core S&P 500 ETF | 0.18% | 587 | $331K | Add +0.3% |
| UMAR Innovator U.S. Equity Ultra | 0.17% | 8,604 | $306K | New |
| JNJ Johnson & Johnson | 0.14% | 1,640 | $251K | Add +0.3% |
| TSLA Tesla Inc. | 0.13% | 904 | $243K | New |
| ESML iShares ESG Aware MSCI USA S | 0.13% | 6,133 | $237K | New |
| VMI Valmont Industries | 0.12% | 781 | $225K | Add +0.3% |
| KO The Coca-Cola Co. | 0.12% | 3,100 | $223K | New |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,348 | $212K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.11% | 1,193 | $203K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.9% | 12.30% | −1.84 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -41.5% | 0.57% | −0.50 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.4% | 3.68% | −0.45 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -32.4% | 0.55% | −0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -36.8% | 0.40% | −0.27 |
| EFA iShares MSCI Eafe ETF | Reduce -20.1% | 1.11% | −0.20 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.13 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.12 |
| MSFT Microsoft Corp. | Reduce -4.9% | 0.66% | −0.12 |
| AAPL Apple Inc. | Reduce -2.0% | 0.72% | −0.12 |
| USB US Bancorp | Reduce -11.8% | 0.21% | −0.07 |
| DFNM Dimensional National Muni BD | Reduce -1.6% | 0.99% | −0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.9% | 0.30% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -2.0% | 2.02% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.7% | 0.56% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.5% | 0.72% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 1.84% | +0.24 |
Portfolio Buys Q4 2024 → Q1 2025
| DFCF Dimensional Core Fixed Inc. | Add +6.7% | 13.25% | +0.89 |
| DFIC Dimensional International Co. | Add +7.6% | 6.30% | +0.77 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.7% | 8.36% | +0.54 |
| APOC Inr Eqty Def P ETF - 6 M A/O | New | 0.44% | +0.44 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 6.76% | +0.34 |
| DUSB Dimension Ultrashort Fi ETF | Add +8.9% | 4.60% | +0.32 |
| UJAN Innovator U.S. Equity Ultra | New | 0.27% | +0.27 |
| DFEM Dimensional Emrg MRKT Core | Add +7.9% | 3.33% | +0.24 |
| UMAR Innovator U.S. Equity Ultra | New | 0.17% | +0.17 |
| TSLA Tesla Inc. | New | 0.13% | +0.13 |
| ESML iShares ESG Aware MSCI USA S | New | 0.13% | +0.13 |
| KO The Coca-Cola Co. | New | 0.12% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.3% | 15.89% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 3.77% | +0.05 |
| DFAU Dimensional US Core Equity M | Add +12.2% | 0.75% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +4.6% | 0.26% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.35% | +0.01 |
| JNJ Johnson & Johnson | Add +0.3% | 0.14% | +0.01 |
| MUB iShares National Muni Bond E | Add +1.0% | 0.36% | −0.01 |
| VMI Valmont Industries | Add +0.3% | 0.12% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.18% | −0.01 |
| DFAS Dimensional US Small Cap ETF | Add +9.5% | 2.04% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.12% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Add +0.2% | 0.33% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 4.64% | −0.33 |
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 |