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13F holdings · Q3 2026

Hiley Hunt Wealth Management

Omaha, NE · files as Hiley Hunt Wealth Management
Holdings as of Sep 30, 2026Filed Oct 8, 2026Next filing due Feb 15, 2027CIK 2048051

Hiley Hunt Wealth Management reported 49 stocks worth $257M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are VTV (15.7%), DFCF (12.5%) and VUG (12.1%). Compared with Q2 2026, the fund opened new positions in USEP and TRV, added to VTV, DFCF and VUG, trimmed BND, EFA and DFAU and sold out of UOCT and TSLA.

Reported value$257M+1.7% vs last quarter
Stocks held492 new · 2 sold out
Top 5 weight56.1%fairly concentrated
Turnover4%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VTV
Vanguard Index Fds
$40.5M15.7%187K+4,680 (+3%)8 of 8
2
DFCF
Dimensional Core Fixed
$32.2M12.5%801K+44K (+6%)8 of 8
3
VUG
Vanguard Index Fds
$31.1M12.1%345K+6,727 (+2%)8 of 8
4
VCSH
Vanguard Scottsdale Fds
$22.5M8.8%292K+18K (+7%)8 of 8
5
VEA
Vanguard Tax-Managed Fds
$18.1M7.0%256K+5,444 (+2%)8 of 8
6
DFIC
Dimensional Intern Core
$18M7.0%480K+17K (+4%)8 of 8
7
DUSB
Dimensnl Ultrashrt Fixed
$14.1M5.5%279K+28K (+11%)8 of 8
8
IJH
Ishares TR
$11.8M4.6%164K+4,536 (+3%)8 of 8
9
DFEM
Dimensional ETF Trust
$9.4M3.6%237K+5,533 (+2%)8 of 8
10
VWO
Vanguard Intl Equity Index F
$9.3M3.6%157K+4,928 (+3%)8 of 8
🔒 39 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
UOCT
Innovator Etfs Trust
$210K5,118
TSLA
Tesla Inc
$208K494

Reported value

last 8 quarters
$180MQ4 '24
$183MQ1 '25
$198MQ2 '25
$213MQ3 '25
$223MQ4 '25
$227MQ1 '26
$253MQ2 '26
$257MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 8, 202613F-HRQ3 2026SEC filing ↗

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Hiley Hunt Wealth Management 13F FAQ

What does Hiley Hunt Wealth Management own?

Hiley Hunt Wealth Management reported 49 stocks worth $257M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are VTV (15.7%), DFCF (12.5%) and VUG (12.1%). The table above lists every position in the filing (the top 10 without an account).

What did Hiley Hunt Wealth Management buy and sell in Q3 2026?

Compared with Q2 2026: 2 new positions, 21 added to, 16 trimmed and 2 sold out. New positions include USEP and TRV. It sold all of UOCT and TSLA.

When will Hiley Hunt Wealth Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Hiley Hunt Wealth Management's portfolio worth?

The Q3 2026 filing reports $257M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.