Hiley Hunt Wealth Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 6, 2026), Hiley Hunt Wealth Management reported 47 stock positions worth $226.7 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 15.4% of the portfolio, followed by Dimensional Core Fixed (DFCF, 13.4%) and Vanguard Mrngstar GR ETF-Sui (VUG, 10.7%). Compared with Q4 2025, it opened 3 new positions, sold out of 5, added to 28 and reduced 13. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +2%) and the biggest sale an exit from iShares Silver Trust (SLV).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002048051
- Portfolio Value
- $226.7M (Q1 2026)
- SEC Filing
- 0001214659-26-004344 ↗ filed Apr 6, 2026
Holdings Value
Holdings 47 stocks · $226.7M
| VTV Vanguard Mrngstr Val ETF-Aui | 15.41% | 178,130 | $34.9M | Add +2.0% |
| DFCF Dimensional Core Fixed Inc. | 13.37% | 717,971 | $30.3M | Add +4.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.73% | 55,697 | $24.3M | Add +1.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.90% | 254,465 | $20.2M | Add +4.6% |
| DFIC Dimensional International Co. | 7.14% | 455,932 | $16.2M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 7.09% | 251,030 | $16.1M | Add +0.9% |
| DUSB Dimension Ultrashort Fi ETF | 5.18% | 231,684 | $11.7M | Add +4.7% |
| IJH iShares Core S&P Midcap ETF | 4.64% | 155,885 | $10.5M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 3.68% | 67,181 | $8.4M | Add +1.4% |
| DFEM Dimensional Emrg MRKT Core | 3.61% | 236,948 | $8.2M | Add +2.8% |
| VWO Vanguard Ftse Emerging Marke | 3.55% | 148,765 | $8.0M | Add +1.6% |
| BND Vanguard Total Bond Market | 2.40% | 73,811 | $5.4M | Add +0.6% |
| DFAS Dimensional US Small Cap ETF | 2.35% | 74,847 | $5.3M | Add +4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.46% | 6,891 | $3.3M | Reduce -0.7% |
| DFNM Dimensional National Muni BD | 1.09% | 51,718 | $2.5M | Add +5.4% |
| EFA iShares MSCI Eafe ETF | 0.93% | 21,687 | $2.1M | Reduce -1.6% |
| DFAU Dimensional US Core Equity M | 0.82% | 41,088 | $1.9M | Add +4.0% |
| UNP Union Pacific Corp. | 0.58% | 5,419 | $1.3M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.54% | 4,691 | $1.2M | Reduce -0.6% |
| AAPL Apple Inc. | 0.53% | 4,732 | $1.2M | Reduce -7.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 3,977 | $1.1M | Add +0.4% |
| VOOG Vanguard S&P 500 Growth ETF | 0.48% | 2,665 | $1.1M | Add +0.1% |
| UJAN Innovator U.S. Equity Ultra | 0.46% | 24,384 | $1.0M | Add +90.1% |
| MSFT Microsoft Corp. | 0.43% | 2,648 | $980K | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.30% | 673 | $671K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 971 | $631K | Reduce -18.7% |
| WMT Walmart Inc. | 0.28% | 5,078 | $631K | Add +0.0% |
| PSLV Sprott Physical Silver Trust | 0.26% | 24,430 | $596K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.24% | 5,627 | $551K | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.22% | 1,183 | $504K | Reduce -1.8% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 6,352 | $498K | Add +1.5% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 4,209 | $476K | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.20% | 1,861 | $455K | Add +0.2% |
| USB US Bancorp | 0.20% | 8,562 | $445K | No change |
| EALT Innovator US Eqty 5TO15 Buff | 0.18% | 12,293 | $413K | Reduce -31.1% |
| APOC Inr Eqty Def P ETF - 6 M A/O | 0.18% | 15,633 | $399K | Reduce -1.3% |
| MUB iShares National Muni Bond E | 0.17% | 3,666 | $389K | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,351 | $388K | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.15% | 509 | $332K | Reduce -14.0% |
| VMI Valmont Industries | 0.14% | 787 | $314K | Add +0.1% |
| ESML iShares ESG Aware MSCI USA S | 0.13% | 6,326 | $297K | Add +0.2% |
| KO The Coca-Cola Co. | 0.11% | 3,157 | $240K | No change |
| EEM iShares MSCI Emerging Market | 0.10% | 4,043 | $230K | No change |
| AMZN Amazon.com Inc. | 0.10% | 1,093 | $228K | Add +2.1% |
| EPD Enterprise Products Partners | 0.10% | 5,842 | $221K | New |
| VOO Vanguard S&P 500 ETF | 0.10% | 362 | $216K | Add +0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.09% | 3,771 | $214K | New |
Portfolio Sells Q4 2025 → Q1 2026
| SLV iShares Silver Trust | Sold out | 0.00% | −0.26 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.21 |
| UAUG Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.20 |
| MSFT Microsoft Corp. | Reduce -0.6% | 0.43% | −0.14 |
| DDTN Invtr Eq DD 10 Buf ETF Nov | Sold out | 0.00% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 1.46% | −0.10 |
| EALT Innovator US Eqty 5TO15 Buff | Reduce -31.1% | 0.18% | −0.10 |
| AAPL Apple Inc. | Reduce -7.7% | 0.53% | −0.09 |
| UMAR Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -18.7% | 0.28% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -14.0% | 0.15% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -1.8% | 0.22% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.5% | 0.21% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.6% | 0.93% | −0.02 |
| APOC Inr Eqty Def P ETF - 6 M A/O | Reduce -1.3% | 0.18% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -0.8% | 0.17% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 0.54% | −0.00 |
| UNP Union Pacific Corp. | Reduce -0.5% | 0.58% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.0% | 15.41% | +0.49 |
| DFCF Dimensional Core Fixed Inc. | Add +4.4% | 13.37% | +0.27 |
| PSLV Sprott Physical Silver Trust | New | 0.26% | +0.26 |
| DFIC Dimensional International Co. | Add +1.6% | 7.14% | +0.22 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.6% | 8.90% | +0.22 |
| UJAN Innovator U.S. Equity Ultra | Add +90.1% | 0.46% | +0.21 |
| DFEM Dimensional Emrg MRKT Core | Add +2.8% | 3.61% | +0.20 |
| DUSB Dimension Ultrashort Fi ETF | Add +4.7% | 5.18% | +0.17 |
| IJH iShares Core S&P Midcap ETF | Add +2.6% | 4.64% | +0.15 |
| VEA Vanguard Ftse Developed ETF | Add +0.9% | 7.09% | +0.14 |
| IJR iShares Core S&P Small-Cap E | Add +1.4% | 3.68% | +0.12 |
| DFAS Dimensional US Small Cap ETF | Add +4.1% | 2.35% | +0.11 |
| EPD Enterprise Products Partners | New | 0.10% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | New | 0.09% | +0.09 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.30% | +0.04 |
| DFNM Dimensional National Muni BD | Add +5.4% | 1.09% | +0.04 |
| JNJ Johnson & Johnson | Add +0.2% | 0.20% | +0.03 |
| WMT Walmart Inc. | Add +0.0% | 0.28% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 3.55% | +0.02 |
| ESML iShares ESG Aware MSCI USA S | Add +0.2% | 0.13% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +1.5% | 0.22% | −0.00 |
| VMI Valmont Industries | Add +0.1% | 0.14% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 0.10% | −0.01 |
| DFAU Dimensional US Core Equity M | Add +4.0% | 0.82% | −0.01 |
| AMZN Amazon.com Inc. | Add +2.1% | 0.10% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 0.50% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.17% | −0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.0% | 0.24% | −0.03 |
| BND Vanguard Total Bond Market | Add +0.6% | 2.40% | −0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Add +0.1% | 0.48% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.6% | 10.73% | −1.23 |
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 |