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CIK: 0002107727
Total reported value
$145.3M
$145.3M
55 檔
35.5%
As reported in its official Q4 2025 Form 13F filing, Hegarty Advisors, LLC's tracked investment portfolio stood at $145.3M with 55 total positions.
During Q4 2025, Hegarty Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.15% | -0.46% | — | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 12.92% | -0.22% | — | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 8.24% | -0.19% | — | |
| 4 | STXF | Strive 500 ETF | ETF-Other | 5.88% | +0.03% | — | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.60% | -0.02% | — | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.33% | -0.24% | — | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.91% | +0.06% | — | |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 3.11% | +0.22% | — | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.06% | +0.83% | — | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.49% | +0.47% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.43% | — | — | |
| 12 | AMLP | Alerian Mlp ETF | ETF-Other | 2.36% | -0.26% | — | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.14% | +0.17% | — | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.14% | -0.17% | — | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.10% | -0.17% | — | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.98% | -0.07% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | +0.02% | — | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.93% | -0.15% | — | |
| 19 | PFFD | Global X US Preferred ETF | ETF-Other | 1.62% | -0.13% | — | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.53% | -0.18% | — | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.50% | -0.02% | — | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.38% | +0.04% | — | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.17% | +0.44% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.07% | +0.01% | — | |
| 25 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-Other | 0.88% | -0.12% | — | |
| 26 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 0.82% | +0.04% | — | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.75% | +0.03% | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.05% | — | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.69% | -0.05% | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | -0.01% | — | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.64% | -0.07% | — | |
| 32 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.63% | -0.08% | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.02% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.02% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.02% | — | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.43% | +0.04% | — | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | -0.01% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | — | — | |
| 39 | VPU | Vanguard Utilities ETF | ETF-Other | 0.34% | -0.01% | — | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.32% | -0.08% | — | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.31% | +0.04% | — | |
| 42 | ELM | Elm Market Navigator ETF | ETF-Other | 0.30% | — | — | |
| 43 | MTBA | Simplify Mbs ETF | ETF-Other | 0.30% | -0.16% | — | |
| 44 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 0.30% | -0.01% | — | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.28% | -0.05% | — | |
| 46 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.27% | -0.03% | — | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | — | — | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.24% | — | — | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.21% | -0.05% | — |
According to official SEC Form 13F filings, Hegarty Advisors, LLC reported a total U.S. public equity portfolio value of $145.3M across 55 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEU, VBR) accounted for 35.5% of total reported equity market value during Q4 2025.
During Q4 2025, Hegarty Advisors, LLC's top holdings by market value included VOO (13.2%)、VEU (12.9%)、VBR (8.2%). The largest single position, VOO, represented 13.2% of total portfolio value.
In Q4 2025, Hegarty Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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