Hegarty Advisors

Hegarty Advisors as of March 31, 2026

Portfolio Holdings for Hegarty Advisors

Hegarty Advisors holds 57 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
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.6 $16M 213k 75.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.6 $15M 25k 597.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.7 $9.8M 45k 217.25
Ea Series Trust Strive 500 Etf (STRV) 5.0 $6.4M 152k 41.97
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.0 $5.1M 37k 138.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.7 $4.7M 26k 184.28
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.7 $4.7M 50k 93.74
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.3 $4.2M 22k 191.92
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 3.2 $4.0M 40k 101.74
Alps Etf Tr Alerian Mlp (AMLP) 2.4 $3.1M 58k 52.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.4 $3.0M 38k 79.27
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.3 $3.0M 13k 237.63
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $2.7M 8.3k 320.80
Ishares Msci Emrg Chn (EMXC) 2.1 $2.6M 34k 78.66
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $2.5M 50k 49.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.9 $2.4M 33k 73.64
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $2.4M 16k 148.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $2.2M 3.8k 577.12
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.7 $2.2M 3.3k 650.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $2.0M 37k 54.05
World Gold Tr Spdr Gld Minis (GLDM) 1.5 $1.9M 21k 92.69
Global X Fds Us Pfd Etf (PFFD) 1.5 $1.9M 101k 18.40
Vanguard Index Fds Value Etf (VTV) 1.4 $1.8M 9.0k 196.21
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 1.3 $1.7M 23k 71.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $1.7M 26k 64.08
Apple (AAPL) 1.3 $1.7M 6.6k 253.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $1.6M 28k 58.54
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.2M 4.7k 261.92
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.9 $1.1M 22k 49.46
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.0M 3.5k 287.16
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 0.8 $961k 26k 36.47
Ishares Tr Ultra Short Dur (ICSH) 0.8 $953k 19k 50.62
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.7 $862k 7.5k 114.84
Goldman Sachs (GS) 0.7 $828k 979.00 845.99
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $793k 3.7k 215.07
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $725k 12k 59.55
Ea Series Trust Strive Emerging (STXE) 0.5 $649k 17k 39.08
Amazon (AMZN) 0.5 $642k 3.1k 208.27
Microsoft Corporation (MSFT) 0.5 $627k 1.7k 370.17
Ishares Tr Core Div Grwth (DGRO) 0.5 $572k 8.1k 70.18
JPMorgan Chase & Co. (JPM) 0.4 $554k 1.9k 294.16
Vanguard Index Fds Growth Etf (VUG) 0.4 $549k 1.3k 436.86
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $501k 8.2k 61.26
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.4 $467k 1.0k 463.17
Ishares Tr Bb Rat Corp Bd (HYBB) 0.4 $457k 9.8k 46.49
Ishares Tr Core S&p500 Etf (IVV) 0.3 $423k 647.00 653.19
Vanguard World Utilities Etf (VPU) 0.3 $384k 1.9k 198.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $345k 4.2k 82.76
Ishares Tr Tips Bd Etf (TIP) 0.3 $324k 2.9k 110.36
Spdr Series Trust State Street Spd (SPHY) 0.2 $313k 13k 23.32
Spdr Series Trust State Street Spd (SPYV) 0.2 $304k 5.4k 56.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $301k 628.00 479.20
NVIDIA Corporation (NVDA) 0.2 $277k 1.6k 174.44
Ishares Tr Rus 1000 Etf (IWB) 0.2 $267k 749.00 356.56
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $255k 4.5k 56.78
Exxon Mobil Corporation (XOM) 0.2 $225k 1.3k 169.66
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $201k 6.6k 30.32