Hiley Hunt Wealth Management
- SEC CIK
- 0002048051
- Latest filing
- Jul 7, 2026
The latest 13F from Hiley Hunt Wealth Management covers Q2 2026 (filed Jul 7, 2026): 49 long positions worth $253.1M. The top 10 holdings make up 79.8% of the portfolio, and the largest is Vanguard Morningstar Value ETF at 15.7%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 2
- Est. +$418.2K
- Added
- 25
- Est. +$7.23M
- Reduced
- 16
- Est. −$708.5K
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Value ETF92290874415.7%$39.8M
- Dimensional ETF Trust25434V87212.6%$32.0M
- Vanguard Morningstar Growth ETF92290873611.5%$29.2M
- Vanguard Scottsdale FDS92206C4098.6%$21.7M
- Vanguard Ftse Developed Markets ETF9219438587.1%$17.9M
Biggest buys
New and added positions, by estimated amount bought
- Dimensional ETF Trust25434V872+$1.65MAdded
- Vanguard Scottsdale FDS92206C409+$1.55MAdded
- Vanguard Morningstar Value ETF922908744+$970.4KAdded
- Dimensional Ultrashort Fixed Income ETF25434V591+$967.0KAdded
- Vanguard Morningstar Growth ETF922908736+$378.2KAddedConverted for a 6-for-1 split
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Morningstar Growth ETF922908736+0.79 pp10.7% → 11.5%
- Vanguard Morningstar Value ETF922908744+0.31 pp15.4% → 15.7%
- iShares Core S&P Mid-Cap ETF464287507+0.23 pp4.6% → 4.9%
- Dimensional U.S. Small Cap ETF25434V500+0.16 pp2.3% → 2.5%
- Innovator U.S. Equity Ultra Buffer ETF - October45782C821+0.08 pp0.0% → 0.1%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Dimensional ETF Trust25434V732−$234.5KReduced
- iShares MSCI Eafe ETF464287465−$178.9KReduced
- Innovator ETFs Trust45783Y475−$98.7KReduced
- SPYSPDR S&P 500 ETF Trust
- Vanguard Ftse Developed Markets ETF921943858−$33.2KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares MSCI Eafe ETF464287465−0.11 pp0.9% → 0.8%
- BRK.BBerkshire Hathaway Inc
- Innovator ETFs Trust45783Y475−0.05 pp0.2% → 0.1%
- Vanguard Ftse Developed Markets ETF921943858−0.04 pp7.1% → 7.1%
- Innovator ETFs Trust45784N882−0.02 pp0.2% → 0.2%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $253.1M
- +$26.3M (+11.6%) vs. prior quarter
- Positions
- 49
- +2 vs. prior quarter
- Top 10 concentration
- 79.8%
- Top 10 as share of value
- Turnover
- 0.3%
- Q2 2026, one quarter
- Average holding period
- 10.8 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.
13F filings by quarter
11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $253.1M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 7, 2026 | 49 | $253.1M | Vanguard Morningstar Value ETFDimensional ETF TrustVanguard Morningstar Growth ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 6, 2026 | 47 | $226.7M | Vanguard Morningstar Value ETFDimensional ETF TrustVanguard Morningstar Growth ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 6, 2026 | 49 | $223.5M | Vanguard Morningstar Value ETFDimensional ETF TrustVanguard Morningstar Growth ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 2, 2025 | 46 | $212.6M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFDimensional ETF Trust | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 9, 2025 | 43 | $197.9M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFDimensional ETF Trust | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 3, 2025 | 43 | $183.4M | Vanguard Morningstar Value ETFDimensional ETF TrustVanguard Morningstar Growth ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 6, 2025 | 39 | $180.2M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFDimensional ETF Trust | vs. Q3 2024 | SEC |
| Q3 2024 | Dec 17, 2024 | 38 | $174.5M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFDimensional ETF Trust | vs. Q2 2024 | SEC |
| Q2 2024 | Dec 17, 2024 | 38 | $161.9M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFDimensional ETF Trust | vs. Q1 2024 | SEC |
| Q1 2024 | Dec 17, 2024 | 36 | $152.6M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFDimensional ETF Trust | vs. Q4 2023 | SEC |
| Q4 2023 | Dec 17, 2024 | 36 | $135.2M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFDimensional ETF Trust | – | SEC |