Hiley Hunt Wealth Management
CIK: 0002048051SEC EDGAR →
Portfolio Value
$223.5M
Holdings
49
As of
Q4 2025
New Positions
3
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 174,632 | $33.4M | 14.92% |
| 2 | DIMENSIONAL ETF TRUST | 687,752 | $29.3M | 13.10% |
| 3 | VANGUARD INDEX FDS | 54,796 | $26.7M | 11.96% |
| 4 | VANGUARD SCOTTSDALE FDS | 243,222 | $19.4M | 8.68% |
| 5 | VANGUARD TAX-MANAGED FDS | 248,765 | $15.5M | 6.95% |
| 6 | DIMENSIONAL ETF TRUST | 448,847 | $15.5M | 6.92% |
| 7 | DIMENSIONAL ETF TRUST | 221,349 | $11.2M | 5.02% |
| 8 | ISHARES TR | 151,986 | $10.0M | 4.49% |
| 9 | ISHARES TR | 66,249 | $8.0M | 3.56% |
| 10 | VANGUARD INTL EQUITY INDEX F | 146,393 | $7.9M | 3.52% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $211.8M | 94.8% |
| Unknown | 3 | $4.4M | 2.0% |
| Technology | 3 | $3.3M | 1.5% |
| Industrials | 2 | $1.6M | 0.7% |
| Consumer Defensive | 3 | $1.4M | 0.6% |
| Communication Services | 1 | $422K | 0.2% |
| Healthcare | 1 | $384K | 0.2% |
| Consumer Cyclical | 1 | $246K | 0.1% |