HF
Hippocratic Financial Advisors, LLC 13F Filing (Q2 2026) — Top Positions & Stock Picks
Hippocratic Financial Advisors, LLCCIK: 0002055803
Sector-focusedLong-term holderQuality / disciplined sizing
Total reported value
$265.1M
Reporting period: 2026-06-30 · Number of holdings: 39
Hippocratic Financial Advisors, LLC disclosed 39 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $265.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 48.59
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 78
- Sizing Uniformity
- 80.41
Hippocratic Financial Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.121 — mathematically equivalent to about 8 equally-sized positions, well below its 39 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 1.96), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
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.govAdd BIL
+34.0% $8.5M
Trim DMX
+6.0% $1.8M
Trim DFIC
+2.1% $1.4M
Add IWB
+3.5% $10.3M
Trim DBND
+6.2% $494.2K
Add DUHP
+4.8% $5.7M
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 | 24.49% | +0.53% | +3.48% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 13.61% | +0.31% | +4.77% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 12.57% | +1.67% | +34.02% | |
| 4 | DMX | Doubleline Multi-sec Inc ETF | ETF-Other | 11.22% | -1.04% | +6.01% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 8.24% | -0.70% | +2.13% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.31% | +0.11% | +4.49% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.22% | +0.14% | +2.34% | |
| 8 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 3.47% | -0.35% | +6.19% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.77% | -0.07% | +2.50% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.50% | -0.29% | +5.39% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.21% | -0.22% | +5.42% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.70% | -0.12% | +1.69% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.62% | +0.05% | +17.28% | |
| 14 | INDA | Ishares Msci India ETF | ETF-Other | 1.52% | -0.05% | +7.12% | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 0.91% | -0.16% | -0.66% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | -0.15% | -13.98% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.84% | -0.21% | +7.10% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.31% | -0.05% | +0.94% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.04% | +20.45% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.19% | — | +1.77% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.17% | -0.02% | — | |
| 22 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.16% | — | +6.06% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.16% | +0.02% | +30.80% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | -0.01% | — | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.12% | +0.01% | +27.75% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.12% | -0.01% | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.11% | +0.11% | NEW | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.11% | NEW | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.11% | — | +13.23% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.11% | — | — | |
| 32 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.10% | +0.10% | NEW | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | +0.01% | +12.13% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | +0.10% | NEW | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | -0.01% | +0.25% | |
| 36 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.08% | +0.08% | NEW | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | +0.08% | NEW | |
| 38 | HODL | Vaneck Bitcoin ETF | ETF-Crypto | 0.08% | +0.08% | NEW | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.08% | +0.08% | NEW |
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+14.5%
- Stdev
- +8.5%
- Beta
- +0.6
- Alpha
- +2.8%
- Max Drawdown
- -4.3%
- Annualized Perf
- +14.9%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.26
- Stutzer
- +0.49
- Treynor
- +0.24
- Sterling
- +1.04
- Calmar
- +3.45
- Information Ratio
- -0.81
- Tracking Error
- +6%
- Stdev Down
- +4.4%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +22.3%
- Worst 12 Months
- +14.4%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.69
- Stdev Sectors
- +20.9%
- Skewness
- -0.41
- Kurtosis
- +0.32
- Upside Potential
- +4.56
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 2026-06-30: New buy: Ishares Russell 2000 ETF (IWM); New buy: Vanguard S&p 500 ETF (VOO); New buy: Ishares Broad Usd Investment (USIG); New buy: Vanguard Total Stock Mkt ETF (VTI); New buy: Vanguard Long-term Treasury (VGLT).
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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $265.1M, spread across 39 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) — $64.9M (24.5%)
2. Dimensional US High Profi Et (DUHP) — $36.1M (13.6%)
3. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $33.3M (12.6%)
4. Doubleline Multi-sec Inc ETF (DMX) — $29.7M (11.2%)
5. Dimensional International Co (DFIC) — $21.8M (8.2%)
What changes did Hippocratic Financial Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Hippocratic Financial Advisors, LLC made 36 notable position adjustments: 8 new positions were initiated, 24 existing holdings were added to, 2 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Ishares Russell 2000 ETF (IWM); New buy: Vanguard S&p 500 ETF (VOO); New buy: Ishares Broad Usd Investment (USIG); New buy: Vanguard Total Stock Mkt ETF (VTI); New buy: Vanguard Long-term Treasury (VGLT)
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: 70.9%
• Consumer Discretionary: 29.1%
Investment Profile
Hippocratic Financial Advisors, LLC returned an annualized 14.9% over the trailing 18 months — outperforming the S&P 500 by 2.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.60 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 70.9% of the portfolio concentrated in Information Technology.
It has added to its BIL position over the past two quarters (+$12.9M, now $33.3M), while trimming DFSD over the same stretch (-$411.8K, still holding $2.4M).
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