Hegarty Advisors

Hegarty Advisors as of Dec. 31, 2025

Portfolio Holdings for Hegarty Advisors

Hegarty Advisors holds 55 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.1 $15M 24k 627.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.9 $15M 202k 73.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.2 $9.5M 45k 211.82
Ea Series Trust Strive 500 Etf (STRV) 5.9 $6.8M 154k 44.08
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.6 $5.3M 38k 141.06
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.3 $5.0M 26k 191.58
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.9 $4.5M 49k 92.30
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 3.1 $3.6M 37k 97.77
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.1 $3.5M 14k 253.04
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.5 $2.9M 16k 177.40
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $2.8M 8.4k 335.26
Alps Etf Tr Alerian Mlp (AMLP) 2.4 $2.7M 58k 47.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $2.5M 31k 79.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $2.5M 46k 53.76
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.1 $2.4M 49k 49.46
Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $2.3M 16k 143.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $2.3M 3.3k 681.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.9 $2.2M 30k 74.08
Global X Fds Us Pfd Etf (PFFD) 1.6 $1.9M 99k 18.91
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $1.8M 30k 58.72
Vanguard Index Fds Value Etf (VTV) 1.5 $1.7M 9.1k 191.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $1.6M 26k 62.48
Ishares Msci Emrg Chn (EMXC) 1.2 $1.4M 19k 72.67
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.2M 4.8k 258.29
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 0.9 $1.0M 30k 34.00
Ea Series Trust Strive Emerging (STXE) 0.8 $940k 26k 35.92
Goldman Sachs (GS) 0.7 $861k 979.00 879.00
Microsoft Corporation (MSFT) 0.7 $819k 1.7k 483.62
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.7 $800k 7.2k 110.98
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $795k 2.7k 290.38
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $736k 12k 59.93
Ishares Tr Ultra Short Dur (ICSH) 0.6 $726k 14k 50.57
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $703k 3.2k 219.90
JPMorgan Chase & Co. (JPM) 0.5 $607k 1.9k 322.22
Vanguard Index Fds Growth Etf (VUG) 0.5 $547k 1.1k 487.84
Ishares Tr Core Div Grwth (DGRO) 0.4 $492k 7.1k 69.42
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $489k 1.0k 480.34
Ishares Tr Core S&p500 Etf (IVV) 0.4 $443k 647.00 684.92
Vanguard World Utilities Etf (VPU) 0.3 $390k 2.1k 184.81
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $372k 8.3k 44.71
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $357k 4.3k 83.71
Series Portfolios Tr Elm Market Navig (ELM) 0.3 $347k 13k 27.25
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.3 $346k 6.9k 50.41
Ishares Tr Bb Rat Corp Bd (HYBB) 0.3 $343k 7.3k 47.13
Ishares Tr Tips Bd Etf (TIP) 0.3 $323k 2.9k 109.91
Spdr Series Trust State Street Spd (SPHY) 0.3 $314k 13k 23.67
Spdr Series Trust State Street Spd (SPYV) 0.3 $304k 5.4k 56.81
NVIDIA Corporation (NVDA) 0.3 $296k 1.6k 186.54
Ishares Tr Rus 1000 Etf (IWB) 0.2 $280k 749.00 373.44
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $246k 4.5k 54.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $216k 2.4k 88.48
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.2 $215k 2.7k 78.65
Alphabet Cap Stk Cl A (GOOGL) 0.2 $213k 680.00 313.00
Meta Platforms Cl A (META) 0.2 $210k 318.00 660.09
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $204k 6.6k 30.96