Hippocratic Financial Advisors

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

  • Top 5 stock holdings are IWB, DUHP, BIL, DMX, DFIC, and represent 70.13% of Hippocratic Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: BIL (+$8.5M), IWB, DMX, DUHP, DFIV, DBND, DFAC, DFIC, XLU, VDC.
  • Started 8 new stock positions in TSLA, USIG, VTI, IWM, VOO, VIG, VGLT, HODL.
  • Reduced shares in these 4 stocks: SPY, IAU, SDVY, DFSD.
  • Sold out of its positions in SDVY, IAU.
  • Hippocratic Financial Advisors was a net buyer of stock by $19M.
  • Hippocratic Financial Advisors has $265M in assets under management (AUM), dropping by 16.25%.
  • Central Index Key (CIK): 0002055803

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Portfolio Holdings for Hippocratic Financial Advisors

Hippocratic Financial Advisors holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 24.5 $65M +3% 159k 409.50
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Dimensional Etf Trust Us High Prof Etf (DUHP) 13.6 $36M +4% 864k 41.73
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Spdr Series Trust St Str Blo 1 Etf (BIL) 12.6 $33M +34% 364k 91.64
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Doubleline Etf Trust Mult Sec Inc Etf (DMX) 11.2 $30M +6% 592k 50.24
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Dimensional Etf Trust Intl Core Equity (DFIC) 8.2 $22M +2% 586k 37.26
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 4.3 $11M +4% 258k 44.36
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.2 $11M +2% 275k 40.64
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Doubleline Etf Trust Oppo Core Bd Etf (DBND) 3.5 $9.2M +6% 202k 45.59
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Dimensional Etf Trust Us Small Cap Etf (DFSV) 2.8 $7.3M +2% 189k 38.79
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Select Sector Spdr Tr St Str Util Etf (XLU) 2.5 $6.6M +5% 146k 45.34
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Vanguard World Consum Stp Etf (VDC) 2.2 $5.9M +5% 26k 225.49
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Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $4.5M 29k 158.03
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Dimensional Etf Trust Internatnal Val (DFIV) 1.6 $4.3M +17% 80k 54.02
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Ishares Tr Msci India Etf (INDA) 1.5 $4.0M +7% 82k 49.39
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Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.9 $2.4M 51k 47.75
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $2.2M -13% 3.0k 746.77
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.8 $2.2M +7% 67k 33.29
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Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.3 $829k 20k 42.21
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NVIDIA Corporation (NVDA) 0.3 $670k +20% 3.3k 200.09
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Apple (AAPL) 0.2 $500k 1.7k 289.39
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Ishares Tr Eafe Value Etf (EFV) 0.2 $441k 5.8k 76.55
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Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $429k +6% 5.2k 82.79
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $426k +30% 5.5k 77.91
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $415k 14k 29.43
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $371k 6.2k 59.69
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $328k +27% 12k 26.50
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $322k 1.3k 242.99
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $299k NEW 996.00 300.45
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $298k NEW 434.00 686.81
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $293k +13% 5.0k 58.98
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $281k 10k 27.70
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Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $265k NEW 5.2k 51.29
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Amazon (AMZN) 0.1 $264k +12% 1.1k 238.38
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $254k NEW 687.00 370.04
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Spdr Series Trust St Str P500etf (SPYM) 0.1 $251k 2.9k 87.88
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $220k NEW 4.0k 55.18
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Tesla Motors (TSLA) 0.1 $217k NEW 515.00 420.60
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Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $214k NEW 13k 16.61
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $204k NEW 861.00 236.62
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Past Filings by Hippocratic Financial Advisors

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