Hiley Hunt Wealth Management

Registered adviser

CIK

2048051

Location

OMAHA, NE

Portfolio Value

Small $231,748,967

Diversification

Highly concentrated

Filing Date

Global Rank

#5,606 / 8,807 ▲ 289 · as of Jun 2026

Top Industry

Insurance - Diversified 28.1%

Period ended 20 days ago

Filed Oct 8, 2026 · 12d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 164942

Roster of Oct 1, 2026

Regulatory AUM

$289,551,810

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$289,551,810	Individuals and high net worth (99%)
Feb 2025 to Jan 2026	$241,659,040	Individuals and high net worth (99%)
Apr 2024 to Jan 2025	$196,986,148	Individuals and high net worth (99%)
May 2023 to Mar 2024	$154,037,909	Individuals and high net worth (99%)
Mar 2023 to Apr 2023	$154,037,909	Individuals and high net worth (99%)
Mar 2022 to Feb 2023	$164,832,127	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 95.7% of the book (60%+)

Turnover

Low turnover

4.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 92.7%; sector active share 85.9% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

49 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

36.4%

+3.9 pts

Top 5

90.0%

+2.9 pts

Top 10

95.8%

+0.1 pts

HHI

2,536

Highly concentrated+413

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.8%	$219,610,268	34
Financial Services	2.0%	$4,686,178	4
Technology	1.2%	$2,806,686	2
Industrials	0.8%	$1,827,880	2
Consumer Defensive	0.6%	$1,407,825	3
Healthcare	0.2%	$495,063	1
Communication Services	0.2%	$402,573	1
Consumer Cyclical	0.1%	$304,461	1
Energy	0.1%	$208,033	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
DFCF	Dimensional Core Fixed Income ETF	+44,352	801,411	$32,152,609
DUSB	Dimensional Ultrashort Fixed Income ETF	+27,866	278,593	$14,066,160
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+17,855	291,906	$22,549,738
DFIC	Dimensional International Core Equity 2 ETF	+17,402	479,777	$18,044,412
VUG	VANGUARD GROWTH INDEX FUND	+6,727	345,300	$31,114,983
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+5,533	236,711	$9,402,160
VEA	Vanguard FTSE Developed Markets ETF	+5,444	256,008	$18,076,724
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+4,928	157,449	$9,338,300
VTV	VANGUARD VALUE INDEX FUND	+4,680	187,263	$40,463,789
IJH	iShares Core S&P Mid-Cap ETF	+4,536	164,451	$0
APOC		+3,567	18,715	$498,567
DFAS	Dimensional U.S. Small Cap ETF	+3,416	80,433	$6,227,122
IJR	iShares Core S&P Small-Cap ETF	+1,523	68,621	$0
JEPI	JPMorgan Equity Premium Income ETF	+1,127	4,967	$279,244
DFNM	Dimensional National Municipal Bond ETF	+184	52,074	$2,396,966
MUB	iShares National Muni Bond ETF	+47	5,952	$0
VO	VANGUARD MID-CAP INDEX FUND	+32	15,774	$1,236,997
AMZN	Amazon Com Inc	+25	1,222	$304,461
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	+12	6,346	$0
JNJ	Johnson & Johnson	+4	1,870	$495,063
COST	Costco Wholesale Corp /New	+3	677	$616,300
WMT	Walmart Inc.	+3	5,082	$528,121
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
EALT		−4,025	5,515	$201,518
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−3,120	3,357	$256,474
DFAU	Dimensional US Core Equity Market ETF	−1,913	38,920	$2,037,851
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−735	77,465	$5,434,169
EFA	iShares MSCI EAFE ETF	−336	19,629	$0
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	−333	15,396	$1,316,050
AAPL	Apple Inc.	−278	4,439	$1,478,275
VB	Vanguard Index Funds	−184	4,508	$1,282,480
SPY	Spdr S&P 500 ETF Trust	−160	757	$577,310
GOOGL	Alphabet Inc.	−153	1,170	$402,573
MSFT	Microsoft Corp	−141	2,590	$1,328,411
IVV	iShares Core S&P 500 ETF	−133	376	$0
KO	Coca Cola Co	−116	3,060	$263,404
IVW	iShares S&P 500 Growth ETF	−21	4,149	$0
UNP	Union Pacific Corp	−19	5,378	$1,463,515
VOO	VANGUARD 500 INDEX FUND	−2	393	$275,437
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
USEP		6,946	$291,940
TRV	Travelers Companies, Inc.	585	$208,558
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
UOCT		5,118	$210,400
TSLA	Tesla, Inc.	494	$207,776
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $231,748,967 total · filing declares 49 positions · $257,359,384 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTV	VANGUARD VALUE INDEX FUND	Added	187,263	+4,680	$40,463,789	+1.7%	17.46%
DFCF	Dimensional Core Fixed Income ETF	Added	801,411	+44,352	$32,152,609	+0.6%	13.87%
VUG	VANGUARD GROWTH INDEX FUND	Added	345,300	+6,727	$31,114,983	+6.7%	13.43%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	291,906	+17,855	$22,549,738	+4.1%	9.73%
VEA	Vanguard FTSE Developed Markets ETF	Added	256,008	+5,444	$18,076,724	+1.3%	7.80%
DFIC	Dimensional International Core Equity 2 ETF	Added	479,777	+17,402	$18,044,412	+4.7%	7.79%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	278,593	+27,866	$14,066,160	+10.5%	6.07%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	236,711	+5,533	$9,402,160	+0.1%	4.06%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	157,449	+4,928	$9,338,300	+2.6%	4.03%
DFAS	Dimensional U.S. Small Cap ETF	Added	80,433	+3,416	$6,227,122	−1.8%	2.69%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	77,465	-735	$5,434,169	−5.3%	2.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	6,855	0	$3,413,447	−0.5%	1.47%
DFNM	Dimensional National Municipal Bond ETF	Added	52,074	+184	$2,396,966	−4.4%	1.03%
DFAU	Dimensional US Core Equity Market ETF	Reduced	38,920	-1,913	$2,037,851	−3.4%	0.88%
AAPL	Apple Inc. Technology	Reduced	4,439	-278	$1,478,275	+8.3%	0.64%
UNP	Union Pacific Corp Industrials	Reduced	5,378	-19	$1,463,515	−0.3%	0.63%
MSFT	Microsoft Corp Technology	Reduced	2,590	-141	$1,328,411	+30.4%	0.57%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Reduced	15,396	-333	$1,316,050	+1.3%	0.57%
VB	Vanguard Index Funds	Reduced	4,508	-184	$1,282,480	−9.8%	0.55%
VO	VANGUARD MID-CAP INDEX FUND	Added	15,774	+32	$1,236,997	−2.5%	0.53%
UJAN		Held	24,384	0	$1,131,417	+2.4%	0.49%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Held	5,577	0	$686,417	+3.4%	0.30%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	677	+3	$616,300	−2.3%	0.27%
SPY	Spdr S&P 500 ETF Trust	Reduced	757	-160	$577,310	−15.7%	0.25%
PSLV	Sprott Physical Silver Trust Financial Services	Held	29,408	0	$569,632	+2.6%	0.25%
WMT	Walmart Inc. Consumer Defensive	Added	5,082	+3	$528,121	−8.2%	0.23%
APOC		Added	18,715	+3,567	$498,567	+25.2%	0.22%
JNJ	Johnson & Johnson Healthcare	Added	1,870	+4	$495,063	+4.5%	0.21%
USB	US Bancorp De Financial Services	Held	8,562	0	$494,541	−4.4%	0.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,170	-153	$402,573	−14.9%	0.17%
VMI	Valmont Industries Inc Industrials	Held	787	0	$364,365	−19.8%	0.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,222	+25	$304,461	+6.7%	0.13%
USEP		NEW	6,946	NEW	$291,940	NEW	0.13%
JEPI	JPMorgan Equity Premium Income ETF	Added	4,967	+1,127	$279,244	+28.8%	0.12%
VOO	VANGUARD 500 INDEX FUND	Reduced	393	-2	$275,437	+1.5%	0.12%
EEM	iShares MSCI Emerging Markets ETF	Held	4,064	0	$271,434	−2.4%	0.12%
KO	Coca Cola Co Consumer Defensive	Reduced	3,060	-116	$263,404	+2.0%	0.11%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	3,357	-3,120	$256,474	−49.2%	0.11%
TRV	Travelers Companies, Inc. Financial Services	NEW	585	NEW	$208,558	NEW	0.09%
EPD	Enterprise Products Partners L.P. Energy	Held	5,842	0	$208,033	−3.1%	0.09%
EALT		Reduced	5,515	-4,025	$201,518	−41.1%	0.09%
EFA	iShares MSCI EAFE ETF	Reduced	19,629	-336	$0	−100.0%	0.00%
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	Added	6,346	+12	$0	−100.0%	0.00%
IJH	iShares Core S&P Mid-Cap ETF	Added	164,451	+4,536	$0	−100.0%	0.00%
IJR	iShares Core S&P Small-Cap ETF	Added	68,621	+1,523	$0	−100.0%	0.00%
IVV	iShares Core S&P 500 ETF	Reduced	376	-133	$0	−100.0%	0.00%
IVW	iShares S&P 500 Growth ETF	Reduced	4,149	-21	$0	−100.0%	0.00%
IWF	iShares Russell 1000 Growth ETF	Held	4,732	0	$0	−100.0%	0.00%
MUB	iShares National Muni Bond ETF	Added	5,952	+47	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.