Hiley Hunt Wealth Management

Q3 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$257,359
Net value change ($000)
+4,297 (1.7%)
New positions
2
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VUG 1,950 6.7%
DUSB 1,334 10.5%
VCSH 892 4.1%
DFIC 816 4.7%
VTV 674 1.7%
MSFT 310 30.4%
USEP 292 NEW
VWO 234 2.6%
VEA 224 1.3%
TRV 209 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJR -616 -6.2%
IJH -499 -4.0%
BND -307 -5.3%
UOCT -210 -100.0%
TSLA -208 -100.0%
EALT -140 -40.9%
VB -140 -9.8%
DFAS -115 -1.8%
DFNM -111 -4.4%
SPY -108 -15.8%
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