Hiley Hunt Wealth Management

RIA/Wealth

Hiley Hunt Wealth Management is a RIA/Wealth based in Omaha, NE led by Jason Dean Hiley, reporting $241.7M in AUM as of Q3 2025 with 95% ETF concentration, 80% concentrated in top 10 holdings, and 15% allocation to VTV.

PresidentJason Dean Hiley

Portfolio Value: $211.8M
Positions: 45
Top Holding: VTV at 15.18%
Last Reported: Q3 2025

Address9850 Nicholas Street, Suite 315, Omaha, NE, 68114, United States

Top Holdings

Largest long holdings in Hiley Hunt Wealth Management's portfolio (79.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Value VTV	ETF ETF	$32.2M	15.18%	+$398.2K Bought	— 172.4K shares	Q4 2023 Held for 1y 11m
2 Vanguard Growth VUG	ETF ETF	$28.2M	13.29%	-$1.1M Sold	— 58.7K shares	Q4 2023 Held for 1y 11m
3 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$26.4M	12.48%	+$1.6M Bought	— 618.2K shares	Q4 2023 Held for 1y 11m
4 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$17.1M	8.08%	+$1.3M Bought	— 214.1K shares	Q4 2023 Held for 1y 11m
5 Vanguard FTSE Developed Markets VEA	ETF ETF	$15.0M	7.07%	+$286.1K Bought	— 250.1K shares	Q4 2023 Held for 1y 11m
6 Dimensional International Core Equity 2 DFIC	ETF ETF	$14.5M	6.86%	+$596.4K Bought	— 443.0K shares	Q4 2023 Held for 1y 11m
7 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$10.1M	4.77%	+$350.8K Bought	— 154.8K shares	Q4 2023 Held for 1y 11m
8 Dimensional Ultrashort Fixed Income DUSB	ETF ETF	$9.1M	4.32%	+$578.7K Bought	— 180.0K shares	Q2 2024 Held for 1y 5m
9 Vanguard FTSE Emerging Markets VWO	ETF ETF	$8.5M	4.02%	+$115.4K Bought	— 157.3K shares	Q4 2023 Held for 1y 11m
10 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$8.2M	3.87%	+$275.7K Bought	— 68.9K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hiley Hunt Wealth Management's latest filing

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Market Value

$211.8M

Prior: $197.2M

Q/Q Change

+7.41%

+$14.6M

Net Flows % of MV

+2.11%

Turnover Ratio

2.59%

New Purchases

3 stocks

$1.1M

Added To

22 stocks

+$6.6M

Sold Out Of

0 stocks

Reduced Holdings

13 stocks

-$3.3M

Increased Positions

Position	Shares Δ	Change
1 Innovator U.S. Equity Ultra Buffer ETF UAUG	New	0 → 17.7K +$696.6K
2 GLD SPDR Gold Trust GLD	New	0 → 645.0 +$229.3K
3 iShares MSCI Emerging Markets EEM	New	0 → 4.0K +$212.9K
4 DFNM Dimensional National Municipal Bond DFNM	+20.7%	38.0K → 45.9K +$377.8K
5 Vanguard Short-Term Corporate Bond VCSH	+8.56%	197.3K → 214.1K +$1.3M

Decreased Positions

Position	Shares Δ	Change
1 SPDR S&P 500 ETF Trust SPY	-54.05%	2.7K → 1.3K −$987.2K
2 iShares National Muni Bond MUB	-40.36%	6.2K → 3.7K −$265.0K
3 Innovator U.S. Equity Ultra Buffer ETF UMAR	-29.5%	8.6K → 6.1K −$99.0K
4 SPDR Portfolio S&P 500 Growth ETF SPYG	-18.04%	6.9K → 5.6K −$129.4K
5 Vanguard S&P 500 ETF VOO	-15.29%	425.0 → 360.0 −$39.8K