Hiley Hunt Wealth Management
Long book
$226.7M
Q1 2026
Positions
47
Top-10 weight
80%
concentration
Last quarter
+8.9%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsHiley Hunt Wealth Management is a wealth-management firm allocating client money, running a $226.7M US long book across 47 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD VALUE ETF, DIMENSIONAL CORE FIXED INC, VANGUARD GROWTH ETF, VANGUARD S/T CORP BOND ETF, DIMENSIONAL INTERNATIONAL CO.
Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.5%
Q2 2024
+6.3%
Q3 2024
-1.2%
Q4 2024
-0.3%
Q1 2025
+7.1%
Q2 2025
+5.8%
Q3 2025
+2.4%
Q4 2025
-0.1%
Q1 2026
+8.9%
Sector allocation
Financials 36%
Technology 25%
Industrials 16%
Consumer discretionary 15%
Healthcare 4%
Consumer staples 2%
Utilities 2%
Long book by quarter
What does Hiley Hunt own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.9K | $3.3M | 1.5% | -0.7% |
| UNP UNION PACIFIC CORP | Industrials | 5.4K | $1.3M | 0.6% | -0.5% |
| AAPL APPLE INC | Technology | 4.7K | $1.2M | 0.5% | -7.7% |
| MSFT MICROSOFT CORP | Technology | 2.6K | $980K | 0.4% | -0.6% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 673 | $671K | 0.3% | +0.1% |
| WMT WALMART INC | Consumer discretionary | 5.1K | $631K | 0.3% | 0.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.9K | $455K | 0.2% | +0.2% |
| USB US BANCORP | Financials | 8.6K | $445K | 0.2% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.4K | $388K | 0.2% | +0.1% |
| VMI VALMONT INDUSTRIES | Industrials | 787 | $314K | 0.1% | +0.1% |
| KO COCA-COLA CO/THE | Consumer staples | 3.2K | $240K | 0.1% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.1K | $228K | 0.1% | +2.1% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 5.8K | $221K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 6, 2026 | 47 | $226.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 6, 2026 | 49 | $223.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 2, 2025 | 46 | $212.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 43 | $197.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 3, 2025 | 43 | $183.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 6, 2025 | 39 | $180.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Dec 17, 2024 | 38 | $174.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Dec 17, 2024 | 38 | $161.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Dec 17, 2024 | 36 | $152.6M | canonical | SEC ↗ |