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Hegarty Advisors

Latest statistics and disclosures from Hegarty Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002107727

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Positions held by Hegarty Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hegarty Advisors

Hegarty Advisors holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	13.1	$15M	24k	627.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	12.9	$15M	202k	73.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	8.2	$9.5M	45k	211.82	View chart
Ea Series Trust Strive 500 Etf (STRV)	5.9	$6.8M	154k	44.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.6	$5.3M	38k	141.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.3	$5.0M	26k	191.58	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	3.9	$4.5M	49k	92.30	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	3.1	$3.6M	37k	97.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.1	$3.5M	14k	253.04	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.5	$2.9M	16k	177.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$2.8M	8.4k	335.26	View chart
Alps Etf Tr Alerian Mlp (AMLP)	2.4	$2.7M	58k	47.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.1	$2.5M	31k	79.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$2.5M	46k	53.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.1	$2.4M	49k	49.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$2.3M	16k	143.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$2.3M	3.3k	681.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$2.2M	30k	74.08	View chart
Global X Fds Us Pfd Etf (PFFD)	1.6	$1.9M	99k	18.91	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.5	$1.8M	30k	58.72	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$1.7M	9.1k	191.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$1.6M	26k	62.48	View chart
Ishares Msci Emrg Chn (EMXC)	1.2	$1.4M	19k	72.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$1.2M	4.8k	258.29	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.9	$1.0M	30k	34.00	View chart
Ea Series Trust Strive Emerging (STXE)	0.8	$940k	26k	35.92	View chart
Goldman Sachs (GS)	0.7	$861k	979.00	879.00	View chart
Microsoft Corporation (MSFT)	0.7	$819k	1.7k	483.62	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.7	$800k	7.2k	110.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$795k	2.7k	290.38	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$736k	12k	59.93	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.6	$726k	14k	50.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$703k	3.2k	219.90	View chart
JPMorgan Chase & Co. (JPM)	0.5	$607k	1.9k	322.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$547k	1.1k	487.84	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$492k	7.1k	69.42	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$489k	1.0k	480.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$443k	647.00	684.92	View chart
Vanguard World Utilities Etf (VPU)	0.3	$390k	2.1k	184.81	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$372k	8.3k	44.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$357k	4.3k	83.71	View chart
Series Portfolios Tr Elm Market Navig (ELM)	0.3	$347k	13k	27.25	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.3	$346k	6.9k	50.41	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.3	$343k	7.3k	47.13	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$323k	2.9k	109.91	View chart
Spdr Series Trust State Street Spd (SPHY)	0.3	$314k	13k	23.67	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$304k	5.4k	56.81	View chart
NVIDIA Corporation (NVDA)	0.3	$296k	1.6k	186.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$280k	749.00	373.44	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$246k	4.5k	54.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$216k	2.4k	88.48	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$215k	2.7k	78.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$213k	680.00	313.00	View chart
Meta Platforms Cl A (META)	0.2	$210k	318.00	660.09	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$204k	6.6k	30.96	View chart

Past Filings by Hegarty Advisors

SEC 13F filings are viewable for Hegarty Advisors going back to 2025

Hegarty Advisors 2025 Q4 filed Jan. 29, 2026

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