Hiley Hunt Wealth Management holds a focused book of 49 reported positions worth $253.1M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened Innovator U.S. Equity Ultra and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Value ETF at 16% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Hiley Hunt Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 5.5 points over this window.
Growth of $10,000 cloning Hiley Hunt Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~7 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hiley Hunt Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Power Alpha Investment Ltd | 4 / 49 | $993.6M |
| Innovator Capital Management, LLC | 5 / 49 | $2.9B |
| Swiss Re Ltd | 14 / 49 | $1.0B |
| Hoffman, Alan N Investment Management | 6 / 49 | $153.0M |
| Prospect Hill Management, LLC | 4 / 49 | $211.4M |
| Emerald Advisors, LLC | 16 / 49 | $648.6M |
| Dumac, Inc. | 5 / 49 | $872.7M |
| Golden Road Advisors LLC | 19 / 49 | $163.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Hiley Hunt Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $39.8M | 182.6K | 15.7% | ▲+2.5% Added · +4K sh | |
| 2 | Dimensional ETF Trust CORE FIXE IN ETF | $32.0M | 757.1K | 12.6% | ▲+5.4% Added · +39K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $29.2M | 338.6K | 11.5% | ▲+508% Added · +283K sh | |
| 4 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $21.7M | 274.1K | 8.6% | ▲+7.7% Added · +20K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $17.9M | 250.6K | 7.1% | ▼−0.2% Reduced · −466 sh | |
| 6 | Dimensional ETF Trust INTL CORE EQUITY | $17.2M | 462.4K | 6.8% | ▲+1.4% Added · +6K sh | |
| 7 | Dimensional ETF Trust ULTR FIX INC ETF | $12.7M | 250.7K | 5.0% | ▲+8.2% Added · +19K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $12.3M | 159.9K | 4.9% | ▲+2.6% Added · +4K sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $10.0M | 67.1K | 3.9% | ▼−0.1% Reduced · −83 sh | |
| 10 | Dimensional ETF Trust EMERGING MKTS CO | $9.4M | 231.2K | 3.7% | ▼−2.4% Reduced · −6K sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.1M | 152.5K | 3.6% | ▲+2.5% Added · +4K sh | |
| 12 | Dimensional ETF Trust US SMALL CAP ETF | $6.3M | 77.0K | 2.5% | ▲+2.9% Added · +2K sh | |
| 13 | Vanguard BD Index FDS TOTAL BND MRKT | $5.7M | 78.2K | 2.3% | ▲+5.9% Added · +4K sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $3.4M | 6.9K | 1.4% | ▼−0.5% Reduced · −36 sh | |
| 15 | Dimensional ETF Trust NATL MUN BD ETF | $2.5M | 51.9K | 1.0% | ▲+0.3% Added · +172 sh | |
| 16 | Dimensional ETF Trust US CORE EQT MKT | $2.1M | 40.8K | 0.8% | ▼−0.6% Reduced · −255 sh | |
| 17 | Ishares TR MSCI EAFE ETF | $2.1M | 20.0K | 0.8% | ▼−7.9% Reduced · −2K sh | |
| 18 | Union Pac Corp COM | $1.5M | 5.4K | 0.6% | ▼−0.4% Reduced · −22 sh | |
| 19 | Vanguard Index FDS SMALL CP ETF | $1.4M | 4.7K | 0.6% | ▲~0% Added · +1 sh | |
| 20 | Apple Inc COM | $1.4M | 4.7K | 0.5% | ▼−0.3% Reduced · −15 sh | |
| 21 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $1.3M | 15.7K | 0.5% | ▲+490% Added · +13K sh | |
| 22 | Vanguard Index FDS MID CAP ETF | $1.3M | 15.7K | 0.5% | ▲+296% Added · +12K sh | |
| 23 | Innovator Etfs Trust US EQT ULTRA BF | $1.1M | 24.4K | 0.4% | —Held | |
| 24 | Microsoft Corp COM | $1.0M | 2.7K | 0.4% | ▲+3.1% Added · +83 sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $685K | 917 | 0.3% | ▼−5.6% Reduced · −54 sh | |
| 26 | SPDR Series Trust ST STR P500GRW | $664K | 5.6K | 0.3% | ▼−0.9% Reduced · −50 sh | |
| 27 | Ishares TR NATIONAL MUN ETF | $636K | 5.9K | 0.3% | ▲+61% Added · +2K sh | |
| 28 | Costco Wholesale Corporation COM | $631K | 674 | 0.2% | ▲+0.1% Added · +1 sh | |
| 29 | Ishares TR RUS 1000 GRW ETF | $588K | 4.7K | 0.2% | ▲+300% Added · +4K sh | |
| 30 | Walmart Inc COM | $575K | 5.1K | 0.2% | ▲~0% Added · +1 sh | |
| 31 | Ishares TR S&P 500 GRWT ETF | $574K | 4.2K | 0.2% | ▼−0.9% Reduced · −39 sh | |
| 32 | Sprott Asset Management LP PHYSICAL SILVER | $555K | 29.4K | 0.2% | ▲+20% Added · +5K sh | |
| 33 | US Bancorp COM NEW | $517K | 8.6K | 0.2% | —Held | |
| 34 | Vanguard BD Index FDS SHORT TRM BOND | $505K | 6.5K | 0.2% | ▲+2.0% Added · +125 sh | |
| 35 | Johnson & Johnson COM | $474K | 1.9K | 0.2% | ▲+0.3% Added · +5 sh | |
| 36 | Alphabet Inc CAP STK CL A | $473K | 1.3K | 0.2% | ▼−2.1% Reduced · −28 sh | |
| 37 | Valmont Inds Inc COM | $454K | 787 | 0.2% | —Held | |
| 38 | Innovator Etfs Trust EQUI DEF PRO APR | $398K | 15.1K | 0.2% | ▼−3.1% Reduced · −485 sh | |
| 39 | Ishares TR CORE S&P500 ETF | $381K | 509 | 0.2% | —Held | |
| 40 | Ishares TR ESG AWARE MSCI | $354K | 6.3K | 0.1% | ▲+0.1% Added · +8 sh | |
| 41 | Innovator Etfs Trust INNOVATOR US EQ | $342K | 9.5K | 0.1% | ▼−22% Reduced · −3K sh | |
| 42 | Amazon Com Inc COM | $285K | 1.2K | 0.1% | ▲+9.5% Added · +104 sh | |
| 43 | Ishares TR MSCI EMG MKT ETF | $278K | 4.1K | 0.1% | ▲+0.5% Added · +21 sh | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $271K | 395 | 0.1% | ▲+9.1% Added · +33 sh | |
| 45 | Coca Cola Co COM | $258K | 3.2K | 0.1% | ▲+0.6% Added · +19 sh | |
| 46 | J P Morgan Exchange Traded F EQUITY PREMIUM | $217K | 3.8K | 0.1% | ▲+1.8% Added · +69 sh | |
| 47 | Enterprise Prods Partners L COM | $215K | 5.8K | 0.1% | —Held | |
| 48 | Innovator Etfs Trust US EQTY ULTRA B | $210K | 5.1K | 0.1% | ▲New New position | |
| 49 | Tesla Inc COM | $208K | 494 | 0.1% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 49 | $253.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 6, 2026 | 6d | 47 | $226.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 6d | 49 | $223.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 2, 2025 | 2d | 46 | $212.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 9d | 43 | $197.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 3, 2025 | 3d | 43 | $183.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2025 | 6d | 39 | $180.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 17, 2024 | 78d | 38 | $174.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.