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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 40.30% of Hegarty Advisors's stock portfolio.
Added to shares of these 10 stocks: VEU, VOO, VOE, VTI, SPY, VTV, QQQ, VBR, VEA, DGRO.
Started 4 new stock positions in META, SGVT, IWD, XOM.
Reduced shares in these 10 stocks: ICSH, , VSS, VXUS, IJH, VNQ, VYM, VWO, VTIP, PWV.
Sold out of its positions in IJH, MDY, VXUS, VSS, VNQ.
Hegarty Advisors was a net buyer of stock by $17M.
Hegarty Advisors has $162M in assets under management (AUM), dropping by 11.34%.
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 65 positions in its portfolio as reported in the September 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	$20M	+12%	242k	82.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.2	$18M	+10%	26k	700.85	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	7.0	$11M	+9%	49k	231.03	View chart
Ea Series Trust Strive 500 Etf (STXF)	5.0	$8.1M	+7%	163k	49.30	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	4.7	$7.5M	+25%	39k	195.53	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	3.8	$6.1M	+9%	56k	108.70	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.6	$5.8M		37k	157.85	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.2	$5.2M	+13%	17k	304.64	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	3.0	$4.9M	+5%	45k	110.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.9	$4.7M	+7%	22k	208.01	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.8	$4.6M	+46%	12k	374.24	View chart
Ishares Msci Emrg Chn (EMXC)	2.5	$4.1M	+15%	41k	99.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$3.8M	+34%	5.2k	739.72	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.3	$3.8M	+46%	5.0k	762.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.3	$3.7M	+2%	48k	77.25	View chart
Alps Etf Tr Alerian Mlp (AMLP)	2.2	$3.6M	+15%	70k	51.87	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.9	$3.0M	+53%	14k	216.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$2.9M	+46%	41k	70.61	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$2.5M	+2%	36k	70.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.5	$2.5M	-4%	16k	155.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.5	$2.5M	-2%	50k	49.22	View chart
Apple (AAPL)	1.3	$2.2M		6.5k	333.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$2.0M	-3%	33k	59.31	View chart
Global X Fds Us Pfd Etf (PFFD)	1.2	$1.9M	+5%	109k	17.60	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.2	$1.9M	+8%	23k	82.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$1.5M	-2%	26k	57.56	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.9	$1.4M	+6%	24k	57.31	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.8	$1.4M	+2%	4.8k	284.48	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$1.4M	+91%	18k	75.39	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.8	$1.3M	+17%	17k	78.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.1M	+30%	4.9k	233.32	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.6	$987k		26k	37.56	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.6	$929k	-4%	20k	46.76	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.6	$927k	+10%	7.3k	126.53	View chart
Goldman Sachs (GS)	0.5	$882k		979.00	900.36	View chart
Microsoft Corporation (MSFT)	0.5	$879k		1.7k	512.90	View chart
Ea Series Trust Strive Emerging (STXE)	0.5	$772k	+2%	16k	49.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$735k	+134%	1.5k	497.95	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$694k		12k	56.66	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$680k		7.5k	90.11	View chart
JPMorgan Chase & Co. (JPM)	0.4	$623k		1.9k	330.83	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.4	$608k	-37%	12k	50.40	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.4	$574k	+10%	9.3k	61.50	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.3	$555k	+12%	12k	45.06	View chart
Vanguard World Utilities Etf (VPU)	0.3	$540k	+45%	3.2k	170.99	View chart
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)	0.3	$530k	NEW	5.3k	100.77	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$516k		1.0k	508.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$496k		647.00	765.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$432k		5.5k	78.30	View chart
Amazon (AMZN)	0.3	$426k	-7%	1.7k	249.15	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.2	$373k	-10%	4.9k	76.29	View chart
NVIDIA Corporation (NVDA)	0.2	$363k		1.6k	228.32	View chart
Vanguard World Materials Etf (VAW)	0.2	$337k	+69%	1.5k	218.11	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$328k	+6%	15k	22.59	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$322k	-2%	5.3k	61.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$312k		749.00	416.13	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$292k		2.8k	104.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$262k	+11%	760.00	344.08	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$244k		2.7k	89.19	View chart
Meta Platforms Cl A (META)	0.1	$230k	NEW	317.00	725.18	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$215k	NEW	1.3k	162.75	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$214k		3.2k	66.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$205k		601.00	340.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$202k	NEW	813.00	247.93	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$201k		6.8k	29.50	View chart

Past Filings by Hegarty Advisors

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

Hegarty Advisors 2026 Q3 filed Oct. 20, 2026
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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