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:
2.46%
Gain
Monthly
0.08%
Yearly
0.96%
Drawdown
28.24%
$251.29M
Equity
Holdings
$251.29M
Investment
$199.41M
$55.24M
Profit -$968,911.44
Realized
$3.36M
Unrealized
$51.88M
Dividends
$11.37M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$968,911.44
Win %
81%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$2.27M
Win %
81%
This Month
Compared to last month
Gain
-0.69%
Profit
-$1.74M
Win %
81%
This Year
Compared to last year
Gain
-0.71%
Profit
-$1.8M
Win %
82%
WMT Walmart Inc.
+1.99%
+$11,625.83 
JNJ Johnson & Johnson
+1.94%
+$9,050.1 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$62,483.32 
COST Costco Wholesale Corporation
+1%
+$6,362.55 
UNP Union Pacific Corporation
+0.94%
+$15,273.51 
USB U.S. Bancorp
+0.73%
+$4,024.14 
VTV Vanguard Value ETF
+0.6%
+$241,009.56 
EPD Enterprise Products Partners L.P.
+0.4%
+$876.3 
PSLV Sprott Physical Silver Trust
+0.25%
+$1,323.36 
BND Vanguard Total Bond Market Index Fund
+0.22%
+$12,512 
DFCF Dimensional Core Fixed Income ETF
+0.19%
+$60,564.72 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$615.32 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$26,034.85 
VO Vanguard Mid-Cap ETF
+0.07%
+$865.81 
DFNM Dimensional National Municipal Bond ETF
+0.02%
+$518.9 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$2,507.27 
APOC
0%
$0 
TSLA Tesla, Inc.
-2.51%
-$4,846.14 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.38%
-$211,527.87 
EEM iShares MSCI Emerging Markets ETF
-2.37%
-$6,177.28 
GOOGL Alphabet Inc
-2.14%
-$10,054.81 
VWO Vanguard FTSE Emerging Markets ETF
-2.11%
-$189,126.04 
MSFT Microsoft Corp.
-1.97%
-$21,570.5 
IWF iShares Russell 1000 Growth ETF
-1.92%
-$11,025.56 
VUG Vanguard Growth ETF
-1.87%
-$548,488.26 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.75%
-$11,544.39 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.74%
-$9,882.9 
VOOG Vanguard S&P 500 Growth ETF
-1.72%
-$22,177.89 
VMI Valmont Industries, Inc.
-1.32%
-$5,587.7 
KO The Coca-Cola Company
-1.08%
-$2,921.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.85%
-$149,085.58 
IVV iShares Core S&P 500 ETF
-0.81%
-$3,130.34 
VOO Vanguard S&P 500 ETF
-0.81%
-$2,206.03 
AMZN Amazon.com Inc
-0.79%
-$2,364.09 
SPY SPDR S&P 500 ETF Trust
-0.79%
-$5,428.64 
DFAU Dimensional US Core Equity Market ETF
-0.77%
-$16,333.2 
AAPL Apple Inc.
-0.7%
-$10,943.49 
EFA iShares MSCI EAFE ETF
-0.69%
-$14,374.8 
EALT Bear Family of Funds, Inc.
-0.67%
-$2,289.6 
DFIC Dimensional International Core Equity Market ETF
-0.52%
-$90,163.12 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$33,549 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.28%
-$981.77 
DFAS Dimensional U.S. Small Cap ETF
-0.28%
-$17,713.91 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$31,983 
UJAN Innovator U.S. Equity Ultra Fund
-0.24%
-$2,723.69 
UOCT Innovator U.S. Equity Ultra Fund
-0.23%
-$494.91 
VB Vanguard Small-Cap ETF
-0.23%
-$3,190.56 
JEPI JPMorgan Equity Premium Income Fund
-0.06%
-$134.4 
MUB iShares National Muni Bond ETF
-0.01%
-$29.52 Events
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Dividends
Dividend Analysis
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| Trades 416 | Longs Won 337/416 81% | Profit Factor 92.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $832,812.71 |
| Average Win $165,712.33 | Best Trade (Jul 15) $11.52M | Sharpe Ratio -9.86 |
| Average Loss -$7,657.38 | Worst Trade (Jul 15) -$195,345.05 | Z-Score 19.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $132,788.75 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
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