HHW
Hiley Hunt Wealth Management Portfolio
Invests via Hiley Hunt Wealth Management | Managed by Jason D. Hiley, Andrew D. Hunt, Bryce Steven Deane Koch
Invests via Hiley Hunt Wealth Management
Managed by Jason D. Hiley, Andrew D. Hunt, Bryce Steven Deane Koch
Automatically Tracked
Company Profile
Regional independent wealth manager focused on serving high-net-worth families, retirees and business owners across the southeastern U.S. Hiley Hunt Wealth Management offers discretionary and advisory portfolio management, financial planning, retirement income strategies and private client services delivered through hybrid advisor teams. The firm emphasizes tax-aware investing, income-oriented portfolios and personalized fiduciary advice, positioning itself for referral-driven growth and opportunities in consolidating RIA market segments.
Regional independent wealth manager focused on serving high-net-worth families, retirees and business owners across the southeastern U.S. Hiley Hunt Wealth Management offers discretionary and advisory portfolio management, financial planning, retirement income strategies and private client services delivered through hybrid advisor teams. The firm emphasizes tax-aware investing, income-oriented portfolios and personalized fiduciary advice, positioning itself for referral-driven growth and opportunities in consolidating RIA market segments.
Investment Philosophy & Strategy
Regional independent wealth manager focused on serving high-net-worth families, retirees and business owners across the southeastern U.S. Hiley Hunt Wealth Management offers discretionary and advisory portfolio management, financial planning, retirement income strategies and private client services delivered through hybrid advisor teams. The firm emphasizes tax-aware investing, income-oriented portfolios and personalized fiduciary advice, positioning itself for referral-driven growth and opportunities in consolidating RIA market segments.
Regional independent wealth manager focused on serving high-net-worth families, retirees and business owners across the southeastern U.S. Hiley Hunt Wealth Management offers discretionary and advisory portfolio management, financial planning, retirement income strategies and private client services delivered through hybrid advisor teams. The firm emphasizes tax-aware investing, income-oriented portfolios and personalized fiduciary advice, positioning itself for referral-driven growth and opportunities in consolidating RIA market segments.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
41.18%
Gain +0.29%
Monthly
1.03%
Yearly
13.16%
Drawdown
14.56%
$258.8M
Equity
Holdings
$258.8M
Investment
$207.33M
$55.08M
Profit +$563,106.62
Realized
$3.61M
Unrealized
$51.47M
Dividends
$12.72M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.29%
Profit
$563,106.62
Win %
73%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$1.21M
Win %
73%
This Month
Compared to last month
Gain
0.57%
Profit
$1.47M
Win %
73%
This Year
Compared to last year
Gain
0.51%
Profit
$1.33M
Win %
75%
WMT Walmart Inc.
+2.26%
+$13,365.66 
PSLV Sprott Physical Silver Trust
+1.97%
+$10,439.84 
USB U.S. Bancorp
+1.4%
+$6,763.98 
JNJ Johnson & Johnson
+1.12%
+$5,329.5 
MSFT Microsoft Corp.
+1.03%
+$14,232.05 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.83%
+$2,728.78 
MUB iShares National Muni Bond ETF
+0.83%
+$5,029.44 
KO The Coca-Cola Company
+0.82%
+$2,310.3 
IJR iShares Core S&P Small-Cap ETF
+0.73%
+$68,277.9 
COST Costco Wholesale Corporation
+0.71%
+$4,717.88 
DFAS Dimensional U.S. Small Cap ETF
+0.7%
+$43,835.99 
VTV Vanguard Value ETF
+0.68%
+$282,767.13 
VB Vanguard Small-Cap ETF
+0.66%
+$8,497.58 
DFNM Dimensional National Municipal Bond ETF
+0.61%
+$14,841.09 
DFCF Dimensional Core Fixed Income ETF
+0.57%
+$184,324.53 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$30,986 
EFA iShares MSCI EAFE ETF
+0.45%
+$9,029.34 
JEPI JPMorgan Equity Premium Income Fund
+0.45%
+$1,266.59 
UNP Union Pacific Corporation
+0.44%
+$6,830.06 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$14,121.09 
IJH iShares Core S&P Mid-Cap ETF
+0.38%
+$45,224.03 
VO Vanguard Mid-Cap ETF
+0.36%
+$4,495.59 
DFIC Dimensional International Core Equity Market ETF
+0.25%
+$45,578.82 
EPD Enterprise Products Partners L.P.
+0.2%
+$420.62 
GOOGL Alphabet Inc
+0.2%
+$818.99 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.2%
+$45,245.43 
BSV Vanguard Short-Term Bond ETF
+0.18%
+$453.19 
DFAU Dimensional US Core Equity Market ETF
+0.1%
+$1,946 
USEP Innovator U.S. Equity Ultra ETF
+0.09%
+$272.28 
AAPL Apple Inc.
+0.09%
+$1,353.94 
UJAN Innovator U.S. Equity Ultra Fund
+0.07%
+$853.44 
VOO Vanguard S&P 500 ETF
+0.03%
+$86.46 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$4,178.9 
EALT Bear Family of Funds, Inc.
+0.01%
+$27.57 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$45.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$1,280.04 
IVV iShares Core S&P 500 ETF
0%
+$3.75 APOC
APOC
0%
$0 
VMI Valmont Industries, Inc.
-2.68%
-$9,821.75 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.16%
-$106,519.95 
EEM iShares MSCI Emerging Markets ETF
-1.14%
-$2,987.04 
IWF iShares Russell 1000 Growth ETF
-0.54%
-$3,146.78 
VUG Vanguard Growth ETF
-0.47%
-$145,026 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.46%
-$2,717.59 
VOOG Vanguard S&P 500 Growth ETF
-0.41%
-$5,311.62 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$36,213.27 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.38%
-$2,621.19 
AMZN Amazon.com Inc
-0.29%
-$904.28 
TRV The Travelers Companies, Inc.
-0.09%
-$193.06 Events
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Dividends
Dividend Analysis
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| Trades 456 | Longs Won 348/456 76% | Profit Factor 26.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $849,586.57 |
| Average Win $164,519.31 | Best Trade (Oct 14) $12.63M | Sharpe Ratio -9.74 |
| Average Loss -$20,359.93 | Worst Trade (Oct 14) -$891,523.62 | Z-Score 11.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w | Expectancy $120,795.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,439 | $852,700.27 | $1.52M | - | $671,053.06 | 78.7% | +0.089% |
| AMZN Amazon.com Inc | 1,222 | $274,919.31 | $309,581.48 | - | $34,662.17 | 12.61% | -0.291% |
| APOC APOC | 18,715 | $475,239.76 | $469,746.5 | - | -$5,493.26 | -1.16% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 77,465 | $5.69M | $5.48M | - | -$209,747.72 | -3.68% | +0.568% |
| BRK-B Berkshire Hathaway Inc. | 6,855 | $2.54M | $3.62M | - | $1.09M | 42.87% | +0.391% |
| BSV Vanguard Short-Term Bond ETF | 3,357 | $259,395.19 | $256,961.56 | - | -$2,433.63 | -0.94% | +0.177% |
| COST Costco Wholesale Corporation | 677 | $449,000.85 | $669,531.88 | - | $220,531.03 | 49.12% | +0.71% |
| DFAS Dimensional U.S. Small Cap ETF | 80,433 | $5.07M | $6.26M | - | $1.18M | 23.34% | +0.705% |
| DFAU Dimensional US Core Equity Market ETF | 38,920 | $1.42M | $2.06M | - | $642,873.54 | 45.39% | +0.095% |
| DFCF Dimensional Core Fixed Income ETF | 801,411 | $33.81M | $32.55M | - | -$1.27M | -3.75% | +0.57% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 236,711 | $6.2M | $9.07M | - | $2.87M | 46.22% | -1.161% |
| DFIC Dimensional International Core Equity Market ETF | 479,777 | $13.04M | $17.98M | - | $4.95M | 37.94% | +0.254% |
| DFNM Dimensional National Municipal Bond ETF | 52,074 | $2.51M | $2.43M | - | -$76,414.56 | -3.04% | +0.614% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 278,593 | $14.11M | $14.11M | - | -$7,955.44 | -0.06% | +0.03% |
| EALT Bear Family of Funds, Inc. | 5,515 | $194,624.47 | $202,869.27 | - | $8,244.8 | 4.24% | +0.014% |
| EEM iShares MSCI Emerging Markets ETF | 4,064 | $217,396.48 | $258,693.92 | - | $41,297.44 | 19% | -1.141% |
| EFA iShares MSCI EAFE ETF | 19,629 | $1.48M | $2.03M | - | $546,842.86 | 36.97% | +0.448% |
| EPD Enterprise Products Partners L.P. | 5,842 | $221,061 | $209,523.33 | - | -$11,537.67 | -5.22% | +0.201% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 6,346 | $246,501.72 | $331,134.28 | - | $84,632.56 | 34.33% | +0.831% |
| GOOGL Alphabet Inc | 1,170 | $163,742.59 | $407,557.8 | - | $243,815.21 | 148.9% | +0.201% |
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FAQ
Which stocks have generated the highest profits for Hiley Hunt Wealth Management?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $2.88M, Vanguard Value ETF - $1.88M, Vanguard Short-Term Corporate Bond ETF - $1.84M, Vanguard Growth ETF - $1.8M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.04M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: The Coca-Cola Company - $16,348.56, Innovator Equity Dual Directional 10 Buffer ETF – November - $5,713.4, and Bear Family of Funds, Inc - $2,829.85. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hiley Hunt Wealth Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.72M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $2.88M, Vanguard Value ETF - $1.87M, Vanguard Short-Term Corporate Bond ETF - $1.84M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.01M, and Dimensional International Core Equity Market ETF - $941,691.54. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hiley Hunt Wealth Management's monthly returns?
Hiley Hunt Wealth Management's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Hiley Hunt Wealth Management's strategy be considered aggressive or moderate?
Hiley Hunt Wealth Management's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Hiley Hunt Wealth Management's strategy?
Hiley Hunt Wealth Management's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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