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Hiley Hunt Wealth Management

hedge fundUpdated 11 days ago

Managed by Hiley Hunt Wealth Management • Latest filing Q3 2026

Portfolio value
$257.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
20.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$223.5M
Q1 2026$226.7M
Q2 2026$253.1M
Q3 2026$257.4M

Top holdings

49 positions as of Q3 2026

View filing
V

VANGUARD INDEX FDS

+2.6%
Value
$40.5M
Shares
187.3K
% Port
15.72%
H

DIMENSIONAL ETF TRUST

+5.9%
Value
$32.2M
Shares
801.4K
% Port
12.49%
V

VANGUARD INDEX FDS

+2.0%
Value
$31.1M
Shares
345.3K
% Port
12.09%
V

VANGUARD SCOTTSDALE FDS

+6.5%
Value
$22.5M
Shares
291.9K
% Port
8.76%
V

VANGUARD TAX-MANAGED FDS

+2.2%
Value
$18.1M
Shares
256.0K
% Port
7.02%
?
6.N/A

DIMENSIONAL ETF TRUST

+3.8%
Value
$18M
Shares
479.8K
% Port
7.01%
?
7.N/A

DIMENSIONAL ETF TRUST

+11.1%
Value
$14.1M
Shares
278.6K
% Port
5.47%
E

ISHARES TR

+2.8%
Value
$11.8M
Shares
164.5K
% Port
4.60%
?
9.N/A

DIMENSIONAL ETF TRUST

+2.4%
Value
$9.4M
Shares
236.7K
% Port
3.65%
V

VANGUARD INTL EQUITY INDEX F

+3.2%
Value
$9.3M
Shares
157.4K
% Port
3.63%
E

ISHARES TR

+2.3%
Value
$9.3M
Shares
68.6K
% Port
3.63%
?
12.N/A

DIMENSIONAL ETF TRUST

+4.4%
Value
$6.2M
Shares
80.4K
% Port
2.42%
V

VANGUARD BD INDEX FDS

-0.9%
Value
$5.4M
Shares
77.5K
% Port
2.11%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$3.4M
Shares
6.9K
% Port
1.33%
?
15.N/A

DIMENSIONAL ETF TRUST

+0.3%
Value
$2.4M
Shares
52.1K
% Port
0.93%
E

ISHARES TR

-1.7%
Value
$2M
Shares
19.6K
% Port
0.79%
?
17.N/A

DIMENSIONAL ETF TRUST

-4.7%
Value
$2M
Shares
38.9K
% Port
0.79%
A

APPLE INC

-5.9%
Value
$1.5M
Shares
4.4K
% Port
0.57%
U

UNION PAC CORP

-0.3%
Value
$1.5M
Shares
5.4K
% Port
0.57%
M

MICROSOFT CORP

-5.2%
Value
$1.3M
Shares
2.6K
% Port
0.52%

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