Holders — by stockHoldings — by fund
Hiley Hunt Wealth Management
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002048051
$253.1M
disclosed book value
49
positions
15.7%
largest position share
Positions, as of 2026-06-30
top 49 of 49 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 182,583 | $39.8M | 15.7% |
| 2 | DFCFDIMENSIONAL ETF TRUST | 757,059 | $32.0M | 12.6% |
| 3 | VUGVANGUARD INDEX FDS | 338,573 | $29.2M | 11.5% |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 274,051 | $21.7M | 8.6% |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 250,564 | $17.9M | 7.1% |
| 6 | DFICDIMENSIONAL ETF TRUST | 462,375 | $17.2M | 6.8% |
| 7 | DUSBDIMENSIONAL ETF TRUST | 250,727 | $12.7M | 5% |
| 8 | IJHISHARES TR | 159,915 | $12.3M | 4.9% |
| 9 | IJRISHARES TR | 67,098 | $10.0M | 3.9% |
| 10 | DFEMDIMENSIONAL ETF TRUST | 231,178 | $9.4M | 3.7% |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 152,521 | $9.1M | 3.6% |
| 12 | DFASDIMENSIONAL ETF TRUST | 77,017 | $6.3M | 2.5% |
| 13 | BNDVANGUARD BD INDEX FDS | 78,200 | $5.7M | 2.3% |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,855 | $3.4M | 1.4% |
| 15 | DFNMDIMENSIONAL ETF TRUST | 51,890 | $2.5M | 1% |
| 16 | DFAUDIMENSIONAL ETF TRUST | 40,833 | $2.1M | 0.8% |
| 17 | EFAISHARES TR | 19,965 | $2.1M | 0.8% |
| 18 | UNPUNION PAC CORP | 5,397 | $1.5M | 0.6% |
| 19 | VBVANGUARD INDEX FDS | 4,692 | $1.4M | 0.6% |
| 20 | AAPLAPPLE INC | 4,717 | $1.4M | 0.5% |
| 21 | VOOGVANGUARD ADMIRAL FDS INC | 15,729 | $1.3M | 0.5% |
| 22 | VOVANGUARD INDEX FDS | 15,742 | $1.3M | 0.5% |
| 23 | UJANINNOVATOR ETFS TRUST | 24,384 | $1.1M | 0.4% |
| 24 | MSFTMICROSOFT CORP | 2,731 | $1.0M | 0.4% |
| 25 | SPYSTATE STR SPDR S&P 500 ETF T | 917 | $684,822 | 0.3% |
| 26 | SPYGSPDR SERIES TRUST | 5,577 | $663,560 | 0.3% |
| 27 | MUBISHARES TR | 5,905 | $635,541 | 0.3% |
| 28 | COSTCOSTCO WHOLESALE CORPORATION | 674 | $630,577 | 0.2% |
| 29 | IWFISHARES TR | 4,732 | $587,572 | 0.2% |
| 30 | WMTWALMART INC | 5,079 | $575,291 | 0.2% |
| 31 | IVWISHARES TR | 4,170 | $573,559 | 0.2% |
| 32 | PSLVSPROTT ASSET MANAGEMENT LP | 29,408 | $554,929 | 0.2% |
| 33 | USBUS BANCORP | 8,562 | $517,145 | 0.2% |
| 34 | BSVVANGUARD BD INDEX FDS | 6,477 | $504,643 | 0.2% |
| 35 | JNJJOHNSON & JOHNSON | 1,866 | $473,817 | 0.2% |
| 36 | GOOGLALPHABET INC | 1,323 | $472,814 | 0.2% |
| 37 | VMIVALMONT INDS INC | 787 | $454,436 | 0.2% |
| 38 | APOCINNOVATOR ETFS TRUST | 15,148 | $398,074 | 0.2% |
| 39 | IVVISHARES TR | 509 | $381,445 | 0.2% |
| 40 | ESMLISHARES TR | 6,334 | $354,283 | 0.1% |
| 41 | EALTINNOVATOR ETFS TRUST | 9,540 | $342,104 | 0.1% |
| 42 | AMZNAMAZON COM INC | 1,197 | $285,293 | 0.1% |
| 43 | EEMISHARES TR | 4,064 | $277,985 | 0.1% |
| 44 | VOOVANGUARD INDEX FDS | 395 | $270,976 | 0.1% |
| 45 | KOCOCA COLA CO | 3,176 | $258,082 | 0.1% |
| 46 | JEPIJ P MORGAN EXCHANGE TRADED F | 3,840 | $216,905 | 0.1% |
| 47 | EPDENTERPRISE PRODS PARTNERS L | 5,842 | $214,752 | 0.1% |
| 48 | UOCTINNOVATOR ETFS TRUST | 5,118 | $210,401 | 0.1% |
| 49 | TSLATESLA INC | 494 | $207,776 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.