13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002107727
Total reported value
$161.8M
$161.8M
66 檔
36.2%
At the close of Q2 2026, Hegarty Advisors, LLC disclosed equity holdings valued at approximately $161.8M, spread across 66 reported holdings.
In Q2 2026, Hegarty Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 34 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 | 12.38% | +0.03% | +0.94% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.12% | +0.11% | -4.25% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.52% | -0.49% | -0.15% | |
| 4 | STXF | Strive 500 ETF | ETF-Other | 5.05% | -0.07% | +0.17% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.18% | +0.48% | +20.21% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.01% | -0.41% | +0.34% | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.73% | +0.03% | +2.68% | |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 3.41% | -0.36% | +6.19% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.17% | +0.07% | +21.51% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.04% | -0.16% | -4.08% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.55% | -0.26% | +22.94% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.52% | +0.01% | +6.60% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-Other | 2.16% | +0.07% | +3.50% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.11% | +0.70% | -0.62% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.94% | +0.42% | -0.13% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.83% | -0.29% | +3.05% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.78% | -0.25% | +4.28% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.77% | -0.21% | +6.28% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | +0.61% | +1.19% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.42% | -0.21% | -7.53% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.37% | +0.49% | +1.72% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.35% | +0.42% | +6.32% | |
| 23 | PFFD | Global X US Preferred ETF | ETF-Other | 1.33% | -0.14% | +2.99% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.04% | -1.30% | |
| 25 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.16% | +0.01% | +1.71% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.09% | -0.15% | -1.30% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.98% | -0.13% | -0.34% | |
| 28 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.89% | -0.02% | -1.22% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | +0.02% | +300.90% | |
| 30 | MTBA | Simplify Mbs ETF | ETF-Other | 0.70% | -0.13% | -5.77% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.68% | -0.14% | — | |
| 32 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.67% | -0.29% | +2.13% | |
| 33 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-Other | 0.64% | -0.03% | -1.28% | |
| 34 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.63% | -0.06% | -11.54% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | +0.10% | +1.87% | |
| 36 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 0.55% | -0.07% | -8.49% | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.50% | -0.07% | +0.71% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.49% | +0.35% | +16.00% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | -0.03% | +500.16% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | +0.10% | +1.18% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.04% | — | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.36% | -0.04% | +0.30% | |
| 43 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 0.35% | -0.01% | +10.99% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.02% | — | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.31% | -0.04% | +32.26% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.31% | +0.04% | +3.00% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | -0.04% | -40.07% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.29% | +0.04% | +11.75% | |
| 49 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.28% | -0.05% | — | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | -0.03% | +0.24% |
According to official SEC Form 13F filings, Hegarty Advisors, LLC reported a total U.S. public equity portfolio value of $161.8M across 66 disclosed positions in Q2 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 36.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
PWV
市值: $412.8K
Top Position Liquidated / Trimmed
XOM
前期市值: $224.8K
During Q2 2026, Hegarty Advisors, LLC's top holdings by market value included VEU (12.4%)、VOO (11.1%)、VBR (7.5%). The largest single position, VEU, represented 12.4% of total portfolio value.
In Q2 2026, Hegarty Advisors, LLC made 62 total portfolio adjustments, initiating 10 new buys, adding to 34 positions, trimming 17 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.