Hippocratic Financial Advisors

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

  • Top 5 stock holdings are IWB, DUHP, DMX, BIL, DFIC, and represent 68.59% of Hippocratic Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: XLU, DMX, IWB, DUHP, DBND, DFIC, VDC, IBIT, INDA, DFIV.
  • Started 2 new stock positions in TSLA, AMZN.
  • Reduced shares in these 7 stocks: BIL (-$6.5M), MSFT, DFAC, DFSD, DFCF, VYM, SPY.
  • Sold out of its position in MSFT.
  • Hippocratic Financial Advisors was a net buyer of stock by $9.2M.
  • Hippocratic Financial Advisors has $217M in assets under management (AUM), dropping by 4.37%.
  • Central Index Key (CIK): 0002055803

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Portfolio Holdings for Hippocratic Financial Advisors

Hippocratic Financial Advisors holds 28 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 24.2 $53M +5% 141k 373.44
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Dimensional Etf Trust Us High Profitab (DUHP) 13.4 $29M +7% 766k 38.03
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Doubleline Etf Trust Multi Sector Inc (DMX) 12.6 $27M +13% 540k 50.52
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Spdr Series Trust State Street Spd (BIL) 9.4 $21M -24% 224k 91.38
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Dimensional Etf Trust Intl Core Equity (DFIC) 9.0 $19M +4% 564k 34.46
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.0 $11M 273k 39.59
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.1 $8.8M +3% 267k 33.08
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Doubleline Etf Trust Opportunistic Co (DBND) 3.9 $8.4M +13% 180k 46.36
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Dimensional Etf Trust Us Small Cap Val (DFSV) 2.7 $5.9M +2% 180k 32.89
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Select Sector Spdr Tr State Street Uti (XLU) 2.7 $5.9M +125% 138k 42.69
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Vanguard World Consum Stp Etf (VDC) 2.4 $5.2M +17% 25k 211.24
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Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $4.4M 31k 143.52
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Ishares Tr Msci India Etf (INDA) 1.6 $3.6M +10% 66k 54.05
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Dimensional Etf Trust Internatnal Val (DFIV) 1.6 $3.4M +11% 69k 49.90
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Dimensional Etf Trust Short Duration F (DFSD) 1.3 $2.8M 59k 47.95
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.4M 3.5k 681.92
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.1 $2.3M +26% 47k 49.65
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $1.0M -2% 24k 42.56
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Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $496k 6.7k 73.98
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NVIDIA Corporation (NVDA) 0.2 $494k 2.6k 186.50
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Ishares Tr Eafe Value Etf (EFV) 0.2 $411k 5.8k 71.41
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Apple (AAPL) 0.2 $396k 1.5k 271.86
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $309k 12k 26.91
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $280k 1.3k 211.79
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Spdr Series Trust State Street Spd (SPYM) 0.1 $220k 2.7k 80.22
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $204k 3.8k 53.76
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Amazon (AMZN) 0.1 $204k NEW 884.00 230.82
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Tesla Motors (TSLA) 0.1 $201k NEW 447.00 449.72
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Past Filings by Hippocratic Financial Advisors

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