Institutional Fund
Hiley Hunt Wealth Management
Omaha, NECIK 20480515 filings on record
Portfolio Value
$226.73M
Q1 2026
Holdings
47
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+1.5%
from $223.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds15.4%
- Dimensional ETF Trust13.4%
- Vanguard Index Fds10.7%
- Vanguard Scottsdale Fds8.9%
- Dimensional ETF Trust7.1%
- Vanguard Tax-Managed Fds7.1%
- Other37.4%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 178.1K | $34.95M | 15.4% | +3.5K | Added |
| 2 | Dimensional ETF Trust | 718.0K | $30.31M | 13.4% | +30.2K | Added |
| 3 | Vanguard Index Fds | 55.7K | $24.33M | 10.7% | +901 | Added |
| 4 | Vanguard Scottsdale Fds | 254.5K | $20.17M | 8.9% | +11.2K | Added |
| 5 | Dimensional ETF Trust | 455.9K | $16.20M | 7.1% | +7.1K | Added |
| 6 | Vanguard Tax-Managed Fds | 251.0K | $16.09M | 7.1% | +2.3K | Added |
| 7 | Dimensnl Ultrashrt Fixed | 231.7K | $11.75M | 5.2% | +10.3K | Added |
| 8 | Ishares Tr | 155.9K | $10.53M | 4.6% | +3.9K | Added |
| 9 | Ishares Tr | 67.2K | $8.35M | 3.7% | +932 | Added |
| 10 | Dimensional ETF Trust | 236.9K | $8.19M | 3.6% | +6.5K | Added |
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