Hiley Hunt Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Hiley Hunt Wealth Management reported 49 stock positions worth $223.5 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 14.9% of the portfolio, followed by Dimensional Core Fixed (DFCF, 13.1%) and Vanguard Mrngstar GR ETF-Sui (VUG, 12.0%). Compared with Q3 2025, it opened 3 new positions, added to 23 and reduced 17. The biggest buy was Dimension Ultrashort Fi ETF (DUSB, shares +23%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002048051
- Portfolio Value
- $223.5M (Q4 2025)
- SEC Filing
- 0001214659-26-000143 ↗ filed Jan 6, 2026
Holdings Value
Holdings 49 stocks · $223.5M
| VTV Vanguard Mrngstr Val ETF-Aui | 14.92% | 174,632 | $33.4M | Add +1.3% |
| DFCF Dimensional Core Fixed Inc. | 13.10% | 687,752 | $29.3M | Add +11.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.96% | 54,796 | $26.7M | Reduce -6.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.68% | 243,222 | $19.4M | Add +13.6% |
| VEA Vanguard Ftse Developed ETF | 6.95% | 248,765 | $15.5M | Reduce -0.5% |
| DFIC Dimensional International Co. | 6.92% | 448,847 | $15.5M | Add +1.3% |
| DUSB Dimension Ultrashort Fi ETF | 5.02% | 221,349 | $11.2M | Add +23.0% |
| IJH iShares Core S&P Midcap ETF | 4.49% | 151,986 | $10.0M | Reduce -1.8% |
| IJR iShares Core S&P Small-Cap E | 3.56% | 66,249 | $8.0M | Reduce -3.9% |
| VWO Vanguard Ftse Emerging Marke | 3.52% | 146,393 | $7.9M | Reduce -7.0% |
| DFEM Dimensional Emrg MRKT Core | 3.41% | 230,425 | $7.6M | Reduce -3.1% |
| BND Vanguard Total Bond Market | 2.43% | 73,380 | $5.4M | Add +44.8% |
| DFAS Dimensional US Small Cap ETF | 2.24% | 71,897 | $5.0M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.56% | 6,939 | $3.5M | Add +5.2% |
| DFNM Dimensional National Muni BD | 1.06% | 49,072 | $2.4M | Add +6.9% |
| EFA iShares MSCI Eafe ETF | 0.95% | 22,044 | $2.1M | Reduce -3.1% |
| DFAU Dimensional US Core Equity M | 0.83% | 39,507 | $1.8M | Add +6.4% |
| AAPL Apple Inc. | 0.62% | 5,127 | $1.4M | Add +0.1% |
| MSFT Microsoft Corp. | 0.58% | 2,663 | $1.3M | Reduce -1.0% |
| UNP Union Pacific Corp. | 0.56% | 5,447 | $1.3M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.54% | 4,720 | $1.2M | Reduce -0.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.53% | 2,663 | $1.2M | Reduce -2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.51% | 3,962 | $1.1M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 1,195 | $815K | Reduce -5.2% |
| EALT Innovator US Eqty 5TO15 Buff | 0.28% | 17,840 | $630K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 5,625 | $600K | Add +0.0% |
| COST Costco Wholesale Corp. | 0.26% | 672 | $580K | Add +0.1% |
| SLV iShares Silver Trust | 0.26% | 8,955 | $577K | New |
| IWF iShares Russell 1000 Growth | 0.26% | 1,205 | $570K | No change |
| WMT Walmart Inc. | 0.25% | 5,077 | $566K | No change |
| UJAN Innovator U.S. Equity Ultra | 0.25% | 12,824 | $555K | No change |
| IVW iShares S&P 500 Growth ETF | 0.23% | 4,229 | $521K | Reduce -30.3% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 6,259 | $493K | Add +0.4% |
| GLD SPDR Gold Shares | 0.21% | 1,192 | $472K | Add +84.8% |
| USB US Bancorp | 0.20% | 8,562 | $457K | Reduce -5.0% |
| UAUG Innovator U.S. Equity Ultra | 0.20% | 11,131 | $444K | Reduce -37.2% |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,350 | $423K | No change |
| APOC Inr Eqty Def P ETF - 6 M A/O | 0.19% | 15,833 | $415K | Reduce -43.1% |
| IVV iShares Core S&P 500 ETF | 0.18% | 592 | $405K | Add +0.3% |
| MUB iShares National Muni Bond E | 0.18% | 3,695 | $396K | Add +0.5% |
| JNJ Johnson & Johnson | 0.17% | 1,857 | $384K | Add +12.4% |
| VMI Valmont Industries | 0.14% | 786 | $316K | Add +0.3% |
| ESML iShares ESG Aware MSCI USA S | 0.13% | 6,316 | $290K | Add +2.6% |
| AMZN Amazon.com Inc. | 0.11% | 1,070 | $247K | No change |
| DDTN Invtr Eq DD 10 Buf ETF Nov | 0.11% | 12,730 | $244K | New |
| VOO Vanguard S&P 500 ETF | 0.10% | 360 | $225K | No change |
| EEM iShares MSCI Emerging Market | 0.10% | 4,043 | $221K | Add +1.4% |
| KO The Coca-Cola Co. | 0.10% | 3,157 | $221K | Add +1.3% |
| UMAR Innovator U.S. Equity Ultra | 0.09% | 5,066 | $202K | Reduce -16.5% |
Portfolio Sells Q3 2025 → Q4 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.7% | 11.96% | −1.28 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.0% | 3.52% | −0.49 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.9% | 3.56% | −0.29 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.8% | 4.49% | −0.26 |
| DFEM Dimensional Emrg MRKT Core | Reduce -3.1% | 3.41% | −0.18 |
| APOC Inr Eqty Def P ETF - 6 M A/O | Reduce -43.1% | 0.19% | −0.15 |
| UAUG Innovator U.S. Equity Ultra | Reduce -37.2% | 0.20% | −0.13 |
| IVW iShares S&P 500 Growth ETF | Reduce -30.3% | 0.23% | −0.11 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.5% | 6.95% | −0.10 |
| MSFT Microsoft Corp. | Reduce -1.0% | 0.58% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -3.1% | 0.95% | −0.05 |
| UNP Union Pacific Corp. | Reduce -0.9% | 0.56% | −0.05 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -2.7% | 0.53% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.2% | 0.36% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 0.54% | −0.02 |
| UMAR Innovator U.S. Equity Ultra | Reduce -16.5% | 0.09% | −0.02 |
| USB US Bancorp | Reduce -5.0% | 0.20% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| DUSB Dimension Ultrashort Fi ETF | Add +23.0% | 5.02% | +0.72 |
| DFCF Dimensional Core Fixed Inc. | Add +11.3% | 13.10% | +0.66 |
| BND Vanguard Total Bond Market | Add +44.8% | 2.43% | +0.66 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +13.6% | 8.68% | +0.62 |
| EALT Innovator US Eqty 5TO15 Buff | New | 0.28% | +0.28 |
| SLV iShares Silver Trust | New | 0.26% | +0.26 |
| DDTN Invtr Eq DD 10 Buf ETF Nov | New | 0.11% | +0.11 |
| GLD SPDR Gold Shares | Add +84.8% | 0.21% | +0.10 |
| DFIC Dimensional International Co. | Add +1.3% | 6.92% | +0.09 |
| DFAU Dimensional US Core Equity M | Add +6.4% | 0.83% | +0.03 |
| JNJ Johnson & Johnson | Add +12.4% | 0.17% | +0.03 |
| DFNM Dimensional National Muni BD | Add +6.9% | 1.06% | +0.02 |
| AAPL Apple Inc. | Add +0.1% | 0.62% | +0.01 |
| KO The Coca-Cola Co. | Add +1.3% | 0.10% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.2% | 1.56% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +2.6% | 0.13% | −0.00 |
| EEM iShares MSCI Emerging Market | Add +1.4% | 0.10% | −0.00 |
| VMI Valmont Industries | Add +0.3% | 0.14% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.18% | −0.00 |
| MUB iShares National Muni Bond E | Add +0.5% | 0.18% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.0% | 0.27% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +0.4% | 0.22% | −0.01 |
| DFAS Dimensional US Small Cap ETF | Add +2.0% | 2.24% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.7% | 0.51% | −0.03 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.26% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.3% | 14.92% | −0.20 |
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 |