HF
Hippocratic Financial Advisors, LLC 13F Filing (Q3 2026) — Top Positions & Stock Picks
Hippocratic Financial Advisors, LLCCIK: 0002055803
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$254.1M
Reporting period: 2026-09-30 · Number of holdings: 51
Hippocratic Financial Advisors, LLC disclosed 51 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $254.1M and a quarterly turnover rate of 30.8%.
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Personality snowflake
- Concentration
- 57.17
- Portfolio Stability
- 30.81
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 74.67
Hippocratic Financial Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.143 — mathematically equivalent to about 7 equally-sized positions, well below its 51 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.53), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.9 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out DUHP
Add BIL
+54.5% $18.2M
Sold out DFSV
Add IWB
+3.1% $3.1M
New buy FTEC
Add DMX
+4.7% $654.2K
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 26.78% | +2.29% | +3.13% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 20.27% | +7.69% | +54.54% | |
| 3 | DMX | Doubleline Multi-sec Inc ETF | ETF-Other | 11.96% | +0.74% | +4.70% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.97% | +0.73% | +3.36% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.47% | +0.25% | +3.90% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.38% | +0.07% | -2.94% | |
| 7 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 3.63% | +0.16% | +5.32% | |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.39% | -0.11% | +5.20% | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.26% | +0.05% | +1.26% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 1.87% | +0.25% | +6.76% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.67% | -0.03% | -4.56% | |
| 12 | INDA | Ishares Msci India ETF | ETF-Other | 1.62% | +0.10% | +8.15% | |
| 13 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.33% | +0.49% | +7.20% | |
| 14 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.19% | +1.19% | NEW | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.05% | -0.74% | |
| 16 | DFSD | Dimensional Short Duration | ETF-Other | 0.85% | -0.06% | -8.66% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.42% | NEW | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.08% | +8.91% | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.30% | -0.01% | -3.53% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.26% | NEW | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | +0.25% | NEW | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.24% | +0.05% | +4.98% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.11% | +84.10% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | +0.19% | NEW | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.18% | +0.01% | — | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.17% | +0.17% | NEW | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.16% | — | — | |
| 28 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.15% | -0.01% | -7.78% | |
| 29 | HODL | Vaneck Bitcoin ETF | ETF-Crypto | 0.15% | +0.07% | +24.33% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.15% | +0.04% | +34.70% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | +0.01% | — | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.14% | +0.14% | NEW | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | +0.14% | NEW | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | -0.03% | -20.85% | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.12% | — | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.12% | — | — | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | +0.12% | NEW | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.11% | +0.11% | NEW | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | +0.01% | +4.15% | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.11% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.11% | — | — | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.11% | +0.11% | NEW | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.10% | +0.10% | NEW | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | — | +0.15% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | -0.04% | |
| 46 | ✓ | Stock-Other | 0.10% | +0.10% | NEW | ||
| 47 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.10% | — | — | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.09% | +0.09% | NEW | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.08% | NEW | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.08% | — | — |
1–50 of 51
Portfolio Performance
Performance for Q4 2026
+1.8%
Performance Last 4 Quarters
+10.6%
- Stdev
- +8.3%
- Beta
- +0.61
- Alpha
- +1.4%
- Max Drawdown
- -4.3%
- Annualized Perf
- +13%
- Batting Avg vs S&P
- +40%
- Sortino
- +2.92
- Stutzer
- +0.44
- Treynor
- +0.21
- Sterling
- +0.91
- Calmar
- +3.01
- Information Ratio
- -1.02
- Tracking Error
- +5.7%
- Stdev Down
- +4.3%
- Winning Months %
- +70%
- Losing Months %
- +30%
- Best 12 Months
- +22.3%
- Worst 12 Months
- +10.3%
- Efficiency Ratio
- +0.55
- Sharpe
- +1.52
- Stdev Sectors
- +27%
- Skewness
- -0.29
- Kurtosis
- +0.26
- Upside Potential
- +4.31
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Hippocratic Financial Advisors, LLC's most significant position changes for 2026-09-30: Sold out: Dimensional US High Profi Et (DUHP); Sold out: Dimensional US Small Cap Val (DFSV); New buy: Fidelity Msci Info Tech Indx (FTEC); New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Ishares Core S&p 500 ETF (IVV).
1–50 of 54
Filing History
FAQ
What is Hippocratic Financial Advisors, LLC and what type of investor is it?
Hippocratic Financial Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $254.1M, spread across 51 disclosed positions.
What are Hippocratic Financial Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Hippocratic Financial Advisors, LLC's top holdings by market value are:
1. Ishares Russell 1000 ETF (IWB) — $68.0M (26.8%)
2. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $51.5M (20.3%)
3. Doubleline Multi-sec Inc ETF (DMX) — $30.4M (12.0%)
4. Dimensional International Co (DFIC) — $22.8M (9.0%)
5. Dimensional Emrg Mrkt Core (DFEM) — $11.4M (4.5%)
What changes did Hippocratic Financial Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Hippocratic Financial Advisors, LLC made 44 notable position adjustments: 15 new positions were initiated, 18 existing holdings were added to, 8 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Dimensional US High Profi Et (DUHP); Sold out: Dimensional US Small Cap Val (DFSV); New buy: Fidelity Msci Info Tech Indx (FTEC); New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Ishares Core S&p 500 ETF (IVV)
What sectors does Hippocratic Financial Advisors, LLC focus on?
Hippocratic Financial Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 71.7%
• Financials: 11.5%
• Consumer Discretionary: 9.7%
• Communication Services: 7.1%
Investment Profile
Hippocratic Financial Advisors, LLC returned an annualized 13.0% over the trailing 20 months — outperforming the S&P 500 by 1.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.61 (less volatile than the market) and a 40% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 71.7% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 100 to 31 over the past 4 quarters — a shift toward longer holding periods.
It has added to its BIL position over the past two quarters (+$26.6M, now $51.5M), while trimming DFSD over the same stretch (-$291.6K, still holding $2.2M).
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Developer Access
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