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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, STRV, VT, and represent 40.95% of Hegarty Advisors's stock portfolio.
Added to shares of these 10 stocks: QQQ, GLDM, VOE, SIVR, AAPL, EMXC, VEU, MTBA, AMZN, VCSH.
Started 7 new stock positions in GLDM, SIVR, QQQ, AAPL, BRK.B, AMZN, XOM.
Reduced shares in these 10 stocks: RSP, VWO, STXE, ELM, QQQM, VNQ, PTNQ, GOOGL, , VGSH.
Sold out of its positions in GOOGL, META, PTNQ, ELM, VNQ.
Hegarty Advisors was a net buyer of stock by $12M.
Hegarty Advisors has $127M in assets under management (AUM), dropping by 10.11%.
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 57 positions in its portfolio as reported in the March 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)	12.6	$16M	+5%	213k	75.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.6	$15M		25k	597.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.7	$9.8M		45k	217.25	View chart
Ea Series Trust Strive 500 Etf (STRV)	5.0	$6.4M		152k	41.97	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.0	$5.1M		37k	138.32	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.7	$4.7M	+57%	26k	184.28	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	3.7	$4.7M		50k	93.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.3	$4.2M	-16%	22k	191.92	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	3.2	$4.0M	+8%	40k	101.74	View chart
Alps Etf Tr Alerian Mlp (AMLP)	2.4	$3.1M		58k	52.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.4	$3.0M	+22%	38k	79.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.3	$3.0M	-10%	13k	237.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$2.7M		8.3k	320.80	View chart
Ishares Msci Emrg Chn (EMXC)	2.1	$2.6M	+80%	34k	78.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$2.5M		50k	49.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$2.4M	+9%	33k	73.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$2.4M	+2%	16k	148.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$2.2M	NEW	3.8k	577.12	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$2.2M		3.3k	650.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$2.0M	-18%	37k	54.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.5	$1.9M	NEW	21k	92.69	View chart
Global X Fds Us Pfd Etf (PFFD)	1.5	$1.9M		101k	18.40	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$1.8M		9.0k	196.21	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	1.3	$1.7M	NEW	23k	71.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$1.7M		26k	64.08	View chart
Apple (AAPL)	1.3	$1.7M	NEW	6.6k	253.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.3	$1.6M	-8%	28k	58.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$1.2M		4.7k	261.92	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.9	$1.1M	+220%	22k	49.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$1.0M	+29%	3.5k	287.16	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.8	$961k	-11%	26k	36.47	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.8	$953k	+31%	19k	50.62	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.7	$862k	+4%	7.5k	114.84	View chart
Goldman Sachs (GS)	0.7	$828k		979.00	845.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$793k	+15%	3.7k	215.07	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$725k		12k	59.55	View chart
Ea Series Trust Strive Emerging (STXE)	0.5	$649k	-36%	17k	39.08	View chart
Amazon (AMZN)	0.5	$642k	NEW	3.1k	208.27	View chart
Microsoft Corporation (MSFT)	0.5	$627k		1.7k	370.17	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$572k	+15%	8.1k	70.18	View chart
JPMorgan Chase & Co. (JPM)	0.4	$554k		1.9k	294.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$549k	+12%	1.3k	436.86	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$501k		8.2k	61.26	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.4	$467k		1.0k	463.17	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.4	$457k	+35%	9.8k	46.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$423k		647.00	653.19	View chart
Vanguard World Utilities Etf (VPU)	0.3	$384k	-8%	1.9k	198.16	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$345k	-2%	4.2k	82.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$324k		2.9k	110.36	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$313k		13k	23.32	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$304k		5.4k	56.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$301k	NEW	628.00	479.20	View chart
NVIDIA Corporation (NVDA)	0.2	$277k		1.6k	174.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$267k		749.00	356.56	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$255k		4.5k	56.78	View chart
Exxon Mobil Corporation (XOM)	0.2	$225k	NEW	1.3k	169.66	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$201k		6.6k	30.32	View chart

Past Filings by Hegarty Advisors

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

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

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