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CIK: 0002107727
Total reported value
$145.3M
$145.3M
57 檔
35.7%
According to the latest 13F quarterly dataset, Hegarty Advisors, LLC managed an equity portfolio of $145.3M at the end of Q1 2026, spanning 57 distinct U.S. exchange-listed positions.
In Q1 2026, Hegarty Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 12.60% | -0.22% | +5.17% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.58% | -0.46% | +1.80% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.71% | -0.19% | +0.51% | |
| 4 | STXF | Strive 500 ETF | ETF-Other | 5.02% | +0.03% | -1.26% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.03% | -0.02% | -1.64% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.71% | +0.47% | +57.89% | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.67% | +0.06% | +1.73% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.28% | -0.24% | -16.75% | |
| 9 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 3.19% | +0.22% | +8.53% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-Other | 2.42% | -0.26% | +1.04% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.38% | +0.17% | +22.98% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.34% | +0.83% | -10.42% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.11% | — | -0.24% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.08% | +0.44% | +80.16% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.95% | -0.17% | +1.20% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.92% | -0.15% | +9.93% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.90% | -0.07% | +2.29% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.74% | +0.20% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | +0.02% | +1.15% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.59% | -0.17% | -18.59% | |
| 21 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.52% | -0.36% | — | |
| 22 | PFFD | Global X US Preferred ETF | ETF-Other | 1.46% | -0.13% | +1.80% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 1.39% | -0.02% | -1.27% | |
| 24 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.32% | -0.43% | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.31% | +0.04% | +1.64% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.31% | -0.02% | — | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.27% | -0.18% | -8.38% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.97% | +0.01% | -0.95% | |
| 29 | MTBA | Simplify Mbs ETF | ETF-Other | 0.86% | -0.16% | +220.24% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.80% | -0.01% | +29.45% | |
| 31 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-Other | 0.76% | -0.12% | -11.58% | |
| 32 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.75% | -0.08% | +31.26% | |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.68% | -0.05% | +4.06% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.65% | +0.03% | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | -0.02% | +15.46% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.57% | -0.07% | -0.81% | |
| 37 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 0.51% | +0.04% | -36.55% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | -0.21% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.05% | — | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.45% | +0.04% | +15.05% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.02% | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.02% | +12.03% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.39% | -0.08% | -1.90% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.37% | -0.01% | -0.98% | |
| 45 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 0.36% | -0.01% | +35.07% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | — | — | |
| 47 | VPU | Vanguard Utilities ETF | ETF-Other | 0.30% | -0.01% | -8.14% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.27% | +0.04% | -2.41% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.26% | -0.05% | — | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.25% | -0.03% | +1.15% |
According to official SEC Form 13F filings, Hegarty Advisors, LLC reported a total U.S. public equity portfolio value of $145.3M across 57 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 VEU, VOO, VBR) accounted for 35.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
QQQ
市值: $2.2M
Top Position Liquidated / Trimmed
ELM
前期市值: $347.0K
During Q1 2026, Hegarty Advisors, LLC's top holdings by market value included VEU (12.6%)、VOO (11.6%)、VBR (7.7%). The largest single position, VEU, represented 12.6% of total portfolio value.
In Q1 2026, Hegarty Advisors, LLC made 54 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 5 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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