Hiley Hunt Wealth Management

Q2 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$253,062
Net value change ($000)
+26,330 (11.6%)
New positions
2
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,841 13.9%
VUG 4,837 19.9%
IJH 1,804 17.1%
VEA 1,767 11.0%
DFCF 1,642 5.4%
IJR 1,600 19.2%
VCSH 1,487 7.4%
DFEM 1,208 14.8%
VWO 1,063 13.2%
DFIC 1,029 6.4%
Top Reduces (Value $000, Stocks/ETFs)
EALT -71 -17.2%
WMT -56 -8.9%
PSLV -41 -6.9%
COST -40 -6.0%
EFA -32 -1.5%
EPD -6 -2.7%
APOC -1 -0.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type