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Hegarty Advisors

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

Top 5 stock holdings are VEU, VOO, VBR, STXF, VOE, and represent 40.25% of Hegarty Advisors's stock portfolio.
Added to shares of these 10 stocks: VOE, VO, QQQM, VCSH, VUG, PWV, MDY, VIOV, GOOGL, PTNQ.
Started 10 new stock positions in IJH, MDY, VXUS, VNQ, PWV, VAW, PTNQ, GOOGL, GOOG, VSS.
Reduced shares in these 10 stocks: VOO, AMZN, , RSP, VWO, VIOO, EEM, STXE, MTBA, AAPL.
Sold out of its position in XOM.
Hegarty Advisors was a net buyer of stock by $6.3M.
Hegarty Advisors has $145M in assets under management (AUM), dropping by 14.56%.
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 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	12.4	$18M		215k	83.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.1	$16M	-4%	24k	686.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.5	$11M		45k	242.99	View chart
Ea Series Trust Strive 500 Etf (STXF)	5.1	$7.3M		152k	48.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.2	$6.1M	+20%	31k	197.60	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.0	$5.8M		37k	156.95	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	3.7	$5.4M	+2%	51k	106.31	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	3.4	$5.0M	+6%	42k	117.33	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.2	$4.6M	+21%	15k	302.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.0	$4.4M	-4%	21k	212.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.5	$3.7M	+22%	47k	79.03	View chart
Ishares Msci Emrg Chn (EMXC)	2.5	$3.7M	+6%	36k	102.30	View chart
Alps Etf Tr Alerian Mlp (AMLP)	2.2	$3.1M	+3%	60k	51.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$3.1M		8.3k	370.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$2.8M		3.8k	736.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.8	$2.7M	+3%	17k	158.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.8	$2.6M	+4%	52k	50.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$2.6M	+6%	35k	73.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$2.5M		3.4k	746.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$2.1M	-7%	35k	59.69	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$2.0M		9.1k	217.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$2.0M	+6%	28k	71.25	View chart
Global X Fds Us Pfd Etf (PFFD)	1.3	$1.9M	+2%	104k	18.69	View chart
Apple (AAPL)	1.3	$1.9M		6.5k	289.36	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.2	$1.7M		21k	79.42	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.1	$1.6M		27k	58.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$1.4M		4.7k	303.10	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.9	$1.3M		23k	56.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$1.1M	+300%	14k	80.57	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.7	$1.0M	-5%	21k	49.07	View chart
Goldman Sachs (GS)	0.7	$990k		979.00	1011.37	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.7	$973k	+2%	19k	50.58	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.6	$927k		26k	35.62	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.6	$913k	-11%	6.6k	137.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$889k		3.8k	236.65	View chart
Ea Series Trust Strive Emerging (STXE)	0.5	$799k	-8%	15k	52.55	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$723k		12k	58.98	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$716k	+16%	9.5k	75.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$650k	+500%	7.5k	86.13	View chart
Microsoft Corporation (MSFT)	0.4	$639k		1.7k	373.02	View chart
JPMorgan Chase & Co. (JPM)	0.4	$616k		1.9k	327.33	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.4	$528k		1.0k	522.35	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.4	$510k	+10%	11k	46.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$485k		647.00	748.87	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$455k	+32%	5.5k	82.65	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$447k	+2%	8.4k	53.11	View chart
Amazon (AMZN)	0.3	$440k	-40%	1.8k	238.34	View chart
Vanguard World Utilities Etf (VPU)	0.3	$424k	+11%	2.2k	195.72	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.3	$413k	NEW	5.4k	75.77	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$327k		5.4k	60.79	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$320k		14k	23.44	View chart
NVIDIA Corporation (NVDA)	0.2	$318k		1.6k	200.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$314k		628.00	500.39	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$307k		749.00	409.50	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$302k	-6%	2.8k	109.42	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$295k	NEW	419.00	703.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$243k	NEW	680.00	357.37	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$242k	NEW	2.7k	88.65	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$228k	NEW	1.5k	154.25	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$219k	-28%	3.2k	68.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$216k	NEW	2.5k	85.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$212k	NEW	601.00	353.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$212k	NEW	2.7k	77.11	View chart
Vanguard World Materials Etf (VAW)	0.1	$209k	NEW	914.00	228.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$205k	NEW	2.1k	96.44	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$205k		6.7k	30.49	View chart

Past Filings by Hegarty Advisors

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

Hegarty Advisors 2026 Q2 filed July 27, 2026
Hegarty Advisors 2026 Q1 filed April 30, 2026
Hegarty Advisors 2025 Q4 filed Jan. 29, 2026

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