Hippocratic Financial Advisors

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

  • Top 5 stock holdings are IWB, BIL, DUHP, DMX, DFIC, and represent 69.43% of Hippocratic Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: BIL (+$5.1M), DMX, IWB, DUHP, DBND, DFIC, VDC, SCHX, XLU, DFIV.
  • Started 4 new stock positions in MSFT, SCHX, VWO, SPLG.
  • Reduced shares in these 8 stocks: AGG, VYM, DFAC, DFSD, DFAW, DFCF, VBR, NVDA.
  • Sold out of its position in AGG.
  • Hippocratic Financial Advisors was a net buyer of stock by $12M.
  • Hippocratic Financial Advisors has $208M in assets under management (AUM), dropping by 11.02%.
  • Central Index Key (CIK): 0002055803

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Portfolio Holdings for Hippocratic Financial Advisors

Hippocratic Financial Advisors holds 27 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 23.3 $49M +2% 133k 365.48
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 13.0 $27M +23% 295k 91.75
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Dimensional Etf Trust Us High Profitab (DUHP) 12.9 $27M +3% 712k 37.77
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Doubleline Etf Trust Multi Sector Inc (DMX) 11.6 $24M +10% 477k 50.70
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Dimensional Etf Trust Intl Core Equity (DFIC) 8.5 $18M +3% 539k 32.79
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.1 $11M 276k 38.57
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.0 $8.2M 257k 32.07
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Doubleline Etf Trust Opportunistic Co (DBND) 3.5 $7.4M +11% 158k 46.53
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Dimensional Etf Trust Us Small Cap Val (DFSV) 2.7 $5.6M 175k 31.84
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Select Sector Spdr Tr Sbi Int-utils (XLU) 2.6 $5.3M +5% 61k 87.21
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Vanguard World Consum Stp Etf (VDC) 2.2 $4.5M +8% 21k 213.73
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Vanguard Whitehall Fds High Div Yld (VYM) 2.1 $4.3M -4% 31k 140.95
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Ishares Tr Msci India Etf (INDA) 1.5 $3.1M +4% 59k 52.06
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Dimensional Etf Trust Short Duration F (DFSD) 1.4 $2.9M -4% 60k 48.19
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Dimensional Etf Trust Internatnal Val (DFIV) 1.4 $2.9M +10% 62k 46.12
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.2 $2.4M +4% 37k 65.00
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.3M 3.5k 666.19
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $1.1M -4% 25k 42.76
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NVIDIA Corporation (NVDA) 0.2 $494k 2.6k 186.58
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Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $474k -18% 6.6k 71.86
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Ishares Tr Eafe Value Etf (EFV) 0.2 $390k 5.8k 67.83
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Apple (AAPL) 0.2 $371k 1.5k 254.62
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $302k NEW 12k 26.34
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $276k -11% 1.3k 208.71
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Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $214k NEW 2.7k 78.34
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $206k NEW 3.8k 54.18
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Microsoft Corporation (MSFT) 0.1 $205k NEW 396.00 518.06
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Past Filings by Hippocratic Financial Advisors

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