Hiley Hunt Wealth Management

CIK

2048051

Location

OMAHA, NE

Portfolio Value

Micro $454,902

Diversification

Diversified

Filing Date

Global Rank

#8,035 / 8,578 ▲ 17

Top Industry

Insurance - Diversified 30.1%

3Y Alpha vs SPY

-5.7%

Period ended 3 months ago

Filed Apr 6, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.2%

SPY

+55.8%

Annualised alpha

-5.7%

Max drawdown

−13.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

28.4%

+0.5 pts

Top 5

64.3%

−1.7 pts

Top 10

88.0%

+0.8 pts

HHI

1,293

Diversified+12

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	37.4%	$4,343,323	3
Technology	18.8%	$2,181,144	2
Industrials	14.0%	$1,629,218	2
Consumer Defensive	13.3%	$1,541,779	3
Unclassified	5.4%	$631,480	1
Healthcare	3.9%	$454,902	1
Communication Services	3.3%	$388,493	1
Consumer Cyclical	2.0%	$227,639	1
Energy	1.9%	$221,061	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+23	1,093	$227,639
JNJ	Johnson & Johnson	+4	1,861	$454,902
COST	Costco Wholesale Corp /New	+1	673	$670,597
WMT	Walmart Inc.	+1	5,078	$631,093
VMI	Valmont Industries Inc	+1	787	$314,461
GOOGL	Alphabet Inc.	+1	1,351	$388,493
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−395	4,732	$1,200,934
SPY	Spdr S&P 500 ETF Trust	−224	971	$631,480
BRK-B	Berkshire Hathaway Inc	−48	6,891	$3,302,167
UNP	Union Pacific Corp	−28	5,419	$1,314,757
MSFT	Microsoft Corp	−15	2,648	$980,210
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PSLV	Sprott Physical Silver Trust	24,430	$595,847
EPD	Enterprise Products Partners L.P.	5,842	$221,061
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	8,955	$576,881
GLD	Spdr Gold Trust	1,192	$472,401
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $454,902 total · Healthcare only · as of Mar 31, 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	History
JNJ	Johnson & Johnson Healthcare	Added	1,861	+4	$454,902	+18.4%	100.00%