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 69.37% of Hippocratic Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IWB, BIL, DUHP, DMX, IBIT, INDA, DBND, DFIC, BSV, VGIT.
  • Started 6 new stock positions in IAU, SCHP, SDVY, VGIT, SCHF, BSV.
  • Reduced shares in these 7 stocks: DFAC, DFSD, VYM, DFCF, , DFAW, DFIV.
  • Sold out of its position in TSLA.
  • Hippocratic Financial Advisors was a net buyer of stock by $14M.
  • Hippocratic Financial Advisors has $228M in assets under management (AUM), dropping by 5.10%.
  • Central Index Key (CIK): 0002055803

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Portfolio Holdings for Hippocratic Financial Advisors

Hippocratic Financial Advisors holds 33 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
Ishares Tr Rus 1000 Etf (IWB) 24.0 $55M +9% 153k 356.56
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Dimensional Etf Trust Us High Profitab (DUHP) 13.3 $30M +7% 825k 36.76
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Doubleline Etf Trust Multi Sector Inc (DMX) 12.3 $28M +3% 558k 50.08
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Spdr Series Trust State Street Spd (BIL) 10.9 $25M +21% 271k 91.64
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Dimensional Etf Trust Intl Core Equity (DFIC) 8.9 $20M 574k 35.53
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.2 $9.6M -9% 247k 38.86
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.1 $9.3M 269k 34.55
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Doubleline Etf Trust Opportunistic Co (DBND) 3.8 $8.7M +5% 190k 45.81
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Dimensional Etf Trust Us Small Cap Val (DFSV) 2.8 $6.5M +2% 185k 35.04
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Select Sector Spdr Tr State Street Uti (XLU) 2.8 $6.4M 139k 45.89
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Vanguard World Consum Stp Etf (VDC) 2.4 $5.5M 25k 224.59
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Vanguard Whitehall Fds High Div Yld (VYM) 1.8 $4.2M -7% 28k 148.10
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Dimensional Etf Trust Internatnal Val (DFIV) 1.6 $3.6M 68k 52.78
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Ishares Tr Msci India Etf (INDA) 1.6 $3.6M +16% 76k 46.84
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Dimensional Etf Trust Short Duration F (DFSD) 1.1 $2.4M -13% 51k 47.88
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.1 $2.4M +33% 62k 38.42
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.0 $2.3M 3.5k 650.34
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $822k -19% 20k 42.22
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NVIDIA Corporation (NVDA) 0.2 $485k +4% 2.8k 174.40
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Apple (AAPL) 0.2 $431k +16% 1.7k 253.81
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Ishares Tr Eafe Value Etf (EFV) 0.2 $428k 5.8k 74.35
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $362k +23% 14k 25.64
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Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $360k -27% 4.9k 73.78
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $336k +63% 6.2k 54.05
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $328k NEW 4.2k 78.41
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $287k 1.3k 217.25
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $262k NEW 4.4k 59.55
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $258k NEW 9.7k 26.61
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $251k NEW 10k 24.75
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Ishares Gold Tr Ishares New (IAU) 0.1 $220k NEW 2.5k 88.16
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Spdr Series Trust State Street Spd (SPYM) 0.1 $218k +3% 2.9k 76.53
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Amazon (AMZN) 0.1 $206k +11% 989.00 208.31
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First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $205k NEW 5.2k 39.43
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Past Filings by Hippocratic Financial Advisors

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