Hiley Hunt Wealth Management

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
4/6/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$226,732
Net value change ($000)
+3,254 (1.5%)
New positions
3
Sold out positions
5
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTV 1,596 4.8%
DFCF 1,042 3.6%
VCSH 779 4.0%
DFIC 732 4.7%
PSLV 596 NEW
DFEM 565 7.4%
VEA 546 3.5%
DUSB 538 4.8%
IJH 496 4.9%
UJAN 482 86.8%
Top Reduces (Value $000, Stocks/ETFs)
VUG -2,405 -9.0%
SLV -577 -100.0%
GLD -472 -100.0%
UAUG -444 -100.0%
MSFT -308 -23.9%
DDTN -244 -100.0%
EALT -217 -34.4%
UMAR -202 -100.0%
AAPL -193 -13.8%
BRK-B -186 -5.3%
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