Hiley Hunt Wealth Management reported 15 positions worth $12.14M for the quarter ended Sep 30, 2026, up 1.8% on the prior quarter. It opened 1 new position, added to 4, trimmed 5 and exited 1. Its largest holding is Berkshire Hathaway Inc at 28.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSLA Tesla, Inc. | -494 | -100.0% | $207.78K | Exited |
| AAPL Apple Inc. | -278 | -5.9% | $92.58K | 12.18% |
| MSFT Microsoft Corp | -141 | -5.2% | $72.33K | 10.94% |
| GOOGL Alphabet Inc. | -153 | -11.6% | $52.67K | 3.32% |
| KO Coca Cola Co | -116 | -3.7% | $9.98K | 2.17% |
| UNP Union Pacific Corp | -19 | -0.4% | $5.17K | 12.06% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TRV Travelers Companies, Inc. | +585 | $208.56K | 1.72% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TSLA Tesla, Inc. | -494 | $207.78K | 1.74% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 6,855 | $3.41M | 28.12% | 0 | 0.0% | Unchanged | 0% |
| 2 | AAPL Apple Inc. | Technology | 4,439 | $1.48M | 12.18% | -278 | -5.9% | Reduced | 0% |
| 3 | UNP Union Pacific Corp | Industrials | 5,378 | $1.46M | 12.06% | -19 | -0.4% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 2,590 | $1.33M | 10.94% | -141 | -5.2% | Reduced | 0% |
| 5 | COST Costco Wholesale Corp | Consumer Staples | 677 | $616.41K | 5.08% | +3 | +0.4% | Added | 0% |
| 6 | PSLV Sprott Physical Silver Trust | Others | 29.4K | $569.63K | 4.69% | 0 | 0.0% | Unchanged | 0.01% |
| 7 | WMT Walmart Inc. | Consumer Staples | 5,082 | $528.16K | 4.35% | +3 | +0.1% | Added | 0% |
| 8 | JNJ Johnson & Johnson | Healthcare | 1,870 | $494.99K | 4.08% | +4 | +0.2% | Added | 0% |
| 9 | USB Us Bancorp \De\ | Financial Services | 8,562 | $494.54K | 4.07% | 0 | 0.0% | Unchanged | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 1,170 | $402.75K | 3.32% | -153 | -11.6% | Reduced | 0% |
| 11 | VMI Valmont Industries Inc | Industrials | 787 | $364.26K | 3% | 0 | 0.0% | Unchanged | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 1,222 | $304.46K | 2.51% | +25 | +2.1% | Added | 0% |
| 13 | KO Coca Cola Co | Consumer Staples | 3,060 | $263.37K | 2.17% | -116 | -3.7% | Reduced | 0% |
| 14 | TRV Travelers Companies, Inc. | Financial Services | 585 | $208.56K | 1.72% | +585 | – | New | 0% |
| 15 | EPD Enterprise Products Partners L.P. | Energy | 5,842 | $208.03K | 1.71% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Hiley Hunt Wealth Management.
As of its Q3 2026 13F filing, Hiley Hunt Wealth Management’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 28.1%, Apple Inc. (AAPL) at 12.2%, Union Pacific Corp (UNP) at 12.1%, Microsoft Corp (MSFT) at 10.9%, Costco Wholesale Corp (COST) at 5.1% of the reported portfolio.
Hiley Hunt Wealth Management reported a 13F portfolio worth $12.14M across 15 positions for Q3 2026. That is up 1.8% from the previous quarter.
Its largest purchases by value were Travelers Companies, Inc. ($208.56K), Amazon Com Inc ($6.23K), Costco Wholesale Corp ($2.73K). It opened 1 new positions.
Its largest sales by value were Tesla, Inc. ($207.78K), Apple Inc. ($92.58K), Microsoft Corp ($72.33K). It exited 1 positions entirely.
From the Form 13F-HR reports Hiley Hunt Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.