Hiley Hunt Wealth Management

Q3 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2025
Date filed
10/2/2025
Form type
13F-HR
Num holdings
46
Total value ($000)
$212,553
Net value change ($000)
+14,606 (7.4%)
New positions
3
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFCF 2,066 8.5%
VTV 1,810 6.0%
VCSH 1,529 9.8%
VUG 1,437 5.4%
DFIC 1,416 10.8%
VEA 1,123 8.1%
VWO 853 11.1%
IJR 787 10.6%
UAUG 697 NEW
DFEM 668 9.6%
Top Reduces (Value $000, Stocks/ETFs)
SPY -863 -50.7%
MUB -251 -39.0%
MSFT -151 -9.8%
UMAR -86 -26.6%
SPYG -66 -10.1%
EFA -65 -3.0%
COST -49 -7.3%
VOO -22 -9.1%
KO -14 -6.3%
APOC -11 -1.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type