Data as of Q4 2025 (Dec 31, 2025)

Hiley Hunt Wealth Management

•CIK: 2048051•Filing: Q4 2025

**Hiley Hunt Wealth Management** manages $223M across a diversified portfolio of 49 positions. The strategy shows significant allocation to U.S. large-cap value (VTV at $33.4M) and growth sectors (VUG at $26.7M). Notable holdings also include DFCF ($29.3M) and international exposure via VEA ($15.5M) and VWO ($7.9M). This structure suggests a core focus on established U.S. market leaders balanced with targeted international diversification.

Total AUM
$223.5M
QoQ Performance
+5.1%
Positions
25
Top 10 Concentration
79.1%
Latest Filing
Q4 2025

Top Holdings Allocation

VTV
DFCF
VUG
VCSH
VEA
DFIC
DUSB
VTV14.9%
DFCF13.1%
VUG12.0%
VCSH8.7%
VEA7.0%
DFIC6.9%
DUSB5.0%
IJH4.5%

📈 Biggest Buys

DFCF
DIMENSIONAL ETF TRUST
+11.3%
13.1% of portfolio
VCSH
VANGUARD SCOTTSDALE FDS
+13.6%
8.7% of portfolio
DUSB
DIMENSIONAL ETF TRUST
+23.0%
5.0% of portfolio
BND
VANGUARD BD INDEX FDS
+44.8%
2.4% of portfolio
EALT
INNOVATOR ETFS TRUST
NEW
0.3% of portfolio

📉 Biggest Sells

VUG
VANGUARD INDEX FDS
-6.7%
12.0% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
-7.0%
3.5% of portfolio
IJR
ISHARES TR
-3.9%
3.6% of portfolio
APOC
INNOVATOR ETFS TRUST
-43.1%
0.2% of portfolio
UAUG
INNOVATOR ETFS TRUST
-37.2%
0.2% of portfolio

Sector Breakdown

Other94.9%
Financial1.6%
Technology1.4%
ETF0.6%
Consumer0.6%
Industrial0.6%
Healthcare0.2%
Consumer Staples0.1%

Changes from Q3 2025

NEW3 new positions
↑23 increased
↓17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024

📌 Top Holdings

VTV14.9%
VANGUARD INDEX FDS
$33.4M
DFCF13.1%
DIMENSIONAL ETF TRUST
$29.3M
VUG12.0%
VANGUARD INDEX FDS
$26.7M
VCSH8.7%
VANGUARD SCOTTSDALE FDS
$19.4M
VEA7.0%
VANGUARD TAX-MANAGED FDS
$15.5M

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