Hiley Hunt Wealth Management
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$874.8M
Holdings
91
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPIB
SPDR SERIES TRUST
Held since at least Q1 2024
20.9%
02
$AVSC
AMERICAN CENTY ETF TR
Held since at least Q1 2024
11.8%
03
$AVLV
AMERICAN CENTY ETF TR
Q1 2026: Increased +9.0% (81.1k → 88.5k shares)
7.5%
04
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.3%
05
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.6%
06
$AVDV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
5.9%
07
$DFAW
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.7%
08
$DFAS
DIMENSIONAL ETF TRUST
Q1 2026: Increased +7.7% (56.9k → 61.3k shares)
5.6%
09
$SPAB
SPDR SERIES TRUST
Held since at least Q1 2024
4.2%
10
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:09 UTC.