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Jason Hiley

Hiley Hunt Wealth Management

Assets Managed
$253.062M
Holdings
49
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
11.62%(2Q avg: 6.54%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Hiley Hunt Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Hiley Hunt Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 253.062M in assets, with a quarterly growth rate of 11.62% and a 2-quarter average growth rate of 6.54%. The portfolio is managed by Jason Hiley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 2.5%
15.73%
$39.79M
182,583 shares@ $217.93 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 5.45%
12.63%
$31.955M
757,059 shares@ $42.22 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 507.89%
11.53%
$29.165M
338,573 shares@ $86.14 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 7.7%
8.56%
$21.658M
274,051 shares@ $79.04 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.18%
7.06%
$17.853M
250,564 shares@ $71.26 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 1.42%
6.81%
$17.228M
462,375 shares@ $37.26 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Increased 8.22%
5.04%
$12.732M
250,727 shares@ $50.79 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.59%
4.88%
$12.331M
159,915 shares@ $77.12 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.12%
3.94%
$9.951M
67,098 shares@ $148.31 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -2.43%
3.72%
$9.395M
231,178 shares@ $40.64 avg price

1-10 of 49