Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Hiley Hunt Wealth Management 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Hiley Hunt Wealth Management (CIK 2048051) reported $226.7M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($34.9M, 15.41%), DFCF ($30.3M, 13.37%), VUG ($24.3M, 10.73%), VCSH ($20.2M, 8.90%), DFIC ($16.2M, 7.14%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTVVANGUARD INDEX FDS$34.9M15.41%178,130Added
2DFCFDIMENSIONAL ETF TRUST$30.3M13.37%717,971Added
3VUGVANGUARD INDEX FDS$24.3M10.73%55,697Added
4VCSHVANGUARD SCOTTSDALE FDS$20.2M8.90%254,465Added
5DFICDIMENSIONAL ETF TRUST$16.2M7.14%455,932Added
6VEAVANGUARD TAX-MANAGED FDS$16.1M7.09%251,030Added
7DUSBDIMENSIONAL ETF TRUST$11.7M5.18%231,684Added
8IJHISHARES TR$10.5M4.64%155,885Added
9IJRISHARES TR$8.4M3.68%67,181Added
10DFEMDIMENSIONAL ETF TRUST$8.2M3.61%236,948Added
11VWOVANGUARD INTL EQUITY INDEX F$8.0M3.55%148,765Added
12BNDVANGUARD BD INDEX FDS$5.4M2.40%73,811Added
13DFASDIMENSIONAL ETF TRUST$5.3M2.35%74,847Added
14BRK/BBERKSHIRE HATHAWAY INC DEL$3.3M1.46%6,891Trimmed
15DFNMDIMENSIONAL ETF TRUST$2.5M1.09%51,718Added
16EFAISHARES TR$2.1M0.93%21,687Trimmed
17DFAUDIMENSIONAL ETF TRUST$1.9M0.82%41,088Added
18UNPUNION PAC CORP$1.3M0.58%5,419Trimmed
19VBVANGUARD INDEX FDS$1.2M0.54%4,691Trimmed
20AAPLAPPLE INC$1.2M0.53%4,732Trimmed
21VOVANGUARD INDEX FDS$1.1M0.50%3,977Added
22VOOGVANGUARD ADMIRAL FDS INC$1.1M0.48%2,665Added
23UJANINNOVATOR ETFS TRUST$1.0M0.46%24,384Added
24MSFTMICROSOFT CORP$980,3930.43%2,648Trimmed
25COSTCOSTCO WHSL CORP NEW$670,7250.30%673Added

Source: SEC Form 13F filings · as of 2026-03-31