Hiley Hunt Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Hiley Hunt Wealth Management reported 43 stock positions worth $197.9 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 15.3% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 13.5%) and Dimensional Core Fixed (DFCF, 12.3%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 28 and reduced 7. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +1%) and the biggest sale Vanguard Total Bond Market (BND, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002048051
- Portfolio Value
- $197.9M (Q2 2025)
- SEC Filing
- 0001214659-25-010183 ↗ filed Jul 9, 2025
Holdings Value
Holdings 43 stocks · $197.9M
| VTV Vanguard Mrngstr Val ETF-Aui | 15.33% | 170,286 | $30.3M | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 13.50% | 60,902 | $26.7M | Add +1.1% |
| DFCF Dimensional Core Fixed Inc. | 12.31% | 580,061 | $24.4M | Add +0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 7.87% | 197,257 | $15.6M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 7.00% | 245,343 | $13.9M | Add +1.0% |
| DFIC Dimensional International Co. | 6.62% | 424,859 | $13.1M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 4.77% | 149,438 | $9.4M | Add +3.1% |
| DUSB Dimension Ultrashort Fi ETF | 4.33% | 168,610 | $8.6M | Add +1.5% |
| VWO Vanguard Ftse Emerging Marke | 3.88% | 155,208 | $7.7M | Add +2.0% |
| IJR iShares Core S&P Small-Cap E | 3.74% | 66,618 | $7.4M | Add +3.6% |
| DFEM Dimensional Emrg MRKT Core | 3.52% | 235,591 | $7.0M | Add +2.7% |
| DFAS Dimensional US Small Cap ETF | 2.17% | 66,210 | $4.3M | Add +6.3% |
| BND Vanguard Total Bond Market | 1.81% | 49,160 | $3.6M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.53% | 6,338 | $3.0M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 1.11% | 24,733 | $2.2M | Reduce -0.5% |
| DFNM Dimensional National Muni BD | 0.91% | 38,041 | $1.8M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 2,742 | $1.7M | Add +109.6% |
| DFAU Dimensional US Core Equity M | 0.80% | 36,910 | $1.6M | Add +3.5% |
| MSFT Microsoft Corp. | 0.78% | 3,103 | $1.5M | Reduce -1.8% |
| UNP Union Pacific Corp. | 0.66% | 5,566 | $1.3M | Reduce -0.3% |
| AAPL Apple Inc. | 0.63% | 5,928 | $1.2M | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.58% | 4,747 | $1.1M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 3,936 | $1.1M | Add +0.4% |
| VOOG Vanguard S&P 500 Growth ETF | 0.56% | 2,776 | $1.1M | Reduce -7.9% |
| APOC Inr Eqty Def P ETF - 6 M A/O | 0.37% | 28,633 | $732K | Reduce -10.9% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 6,476 | $713K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.34% | 675 | $670K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.33% | 6,861 | $654K | Add +0.0% |
| MUB iShares National Muni Bond E | 0.32% | 6,165 | $643K | Reduce -0.1% |
| UJAN Innovator U.S. Equity Ultra | 0.26% | 12,824 | $519K | No change |
| IWF iShares Russell 1000 Growth | 0.26% | 1,205 | $512K | No change |
| WMT Walmart Inc. | 0.25% | 5,076 | $504K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 6,162 | $482K | Add +1.6% |
| USB US Bancorp | 0.22% | 9,009 | $430K | No change |
| IVV iShares Core S&P 500 ETF | 0.19% | 588 | $367K | Add +0.2% |
| UMAR Innovator U.S. Equity Ultra | 0.16% | 8,604 | $323K | No change |
| VMI Valmont Industries | 0.13% | 783 | $265K | Add +0.3% |
| ESML iShares ESG Aware MSCI USA S | 0.13% | 6,145 | $258K | Add +0.2% |
| JNJ Johnson & Johnson | 0.13% | 1,646 | $256K | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.12% | 425 | $242K | New |
| AMZN Amazon.com Inc. | 0.12% | 1,070 | $239K | New |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,349 | $238K | Add +0.1% |
| KO The Coca-Cola Co. | 0.11% | 3,118 | $221K | Add +0.6% |
Portfolio Sells Q1 2025 → Q2 2025
| BND Vanguard Total Bond Market | Reduce -2.4% | 1.81% | −0.21 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.13 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.11 |
| APOC Inr Eqty Def P ETF - 6 M A/O | Reduce -10.9% | 0.37% | −0.07 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.66% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -0.1% | 0.32% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 1.11% | −0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -7.9% | 0.56% | +0.00 |
| MSFT Microsoft Corp. | Reduce -1.8% | 0.78% | +0.12 |
Portfolio Buys Q1 2025 → Q2 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.1% | 13.50% | +1.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +109.6% | 0.86% | +0.46 |
| DFIC Dimensional International Co. | Add +2.3% | 6.62% | +0.32 |
| VEA Vanguard Ftse Developed ETF | Add +1.0% | 7.00% | +0.24 |
| DFEM Dimensional Emrg MRKT Core | Add +2.7% | 3.52% | +0.18 |
| DFAS Dimensional US Small Cap ETF | Add +6.3% | 2.17% | +0.14 |
| IJH iShares Core S&P Midcap ETF | Add +3.1% | 4.77% | +0.13 |
| VOO Vanguard S&P 500 ETF | New | 0.12% | +0.12 |
| AMZN Amazon.com Inc. | New | 0.12% | +0.12 |
| VWO Vanguard Ftse Emerging Marke | Add +2.0% | 3.88% | +0.11 |
| IJR iShares Core S&P Small-Cap E | Add +3.6% | 3.74% | +0.07 |
| DFAU Dimensional US Core Equity M | Add +3.5% | 0.80% | +0.05 |
| IVW iShares S&P 500 Growth ETF | Add +0.2% | 0.36% | +0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.0% | 0.33% | +0.03 |
| VMI Valmont Industries | Add +0.3% | 0.13% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 0.56% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.12% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.19% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.2% | 0.58% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +0.2% | 0.13% | +0.00 |
| JNJ Johnson & Johnson | Add +0.4% | 0.13% | −0.01 |
| KO The Coca-Cola Co. | Add +0.6% | 0.11% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +1.6% | 0.24% | −0.01 |
| DFNM Dimensional National Muni BD | Add +0.3% | 0.91% | −0.07 |
| AAPL Apple Inc. | Add +0.1% | 0.63% | −0.09 |
| DUSB Dimension Ultrashort Fi ETF | Add +1.5% | 4.33% | −0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 1.53% | −0.31 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.3% | 7.87% | −0.49 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.8% | 15.33% | −0.56 |
| DFCF Dimensional Core Fixed Inc. | Add +0.7% | 12.31% | −0.94 |
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 |