Hiley Hunt Wealth Management

Q4 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$223,478
Net value change ($000)
+10,925 (5.1%)
New positions
3
Sold out positions
0
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2025 Next filing: 4/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,837 10.7%
VCSH 2,276 13.3%
DUSB 2,070 22.6%
BND 1,665 44.2%
VTV 1,198 3.7%
DFIC 940 6.5%
EALT 630 NEW
SLV 577 NEW
VEA 553 3.7%
DDTN 244 NEW
Top Reduces (Value $000, Stocks/ETFs)
VUG -1,422 -5.1%
VWO -655 -7.7%
APOC -306 -42.4%
UAUG -253 -36.3%
IJR -230 -2.8%
IVW -211 -28.8%
MSFT -105 -7.5%
IJH -72 -0.7%
COST -41 -6.6%
UNP -40 -3.1%
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