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CIK: 0002055803
Total reported value
$254.1M
$254.1M
39 檔
73.2%
The Q2 2026 SEC filing reveals that Hippocratic Financial Advisors, LLC held a total portfolio value of $254.1M, covering 39 public equity positions.
In Q2 2026, Hippocratic Financial Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 24.49% | +2.29% | +3.48% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 13.61% | -13.61% | EXIT | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 12.57% | +7.69% | +34.02% | |
| 4 | DMX | Doubleline Multi-sec Inc ETF | ETF-Other | 11.22% | +0.74% | +6.01% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 8.24% | +0.73% | +2.13% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.31% | +0.07% | +4.49% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.22% | +0.25% | +2.34% | |
| 8 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 3.47% | +0.16% | +6.19% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.77% | -2.77% | EXIT | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.50% | -0.11% | +5.39% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.21% | +0.05% | +5.42% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.70% | -0.03% | +1.69% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.62% | +0.25% | +17.28% | |
| 14 | INDA | Ishares Msci India ETF | ETF-Other | 1.52% | +0.10% | +7.12% | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 0.91% | -0.06% | -0.66% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.05% | -13.98% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.84% | +0.49% | +7.10% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.31% | -0.01% | +0.94% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.08% | +20.45% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.19% | +0.05% | +1.77% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.17% | +0.01% | — | |
| 22 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.16% | -0.01% | +6.06% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.16% | — | +30.80% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | -0.03% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | +0.01% | — | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.12% | — | +27.75% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.12% | — | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.11% | — | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.11% | — | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.11% | — | +13.23% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.11% | +0.04% | — | |
| 32 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.10% | — | — | |
| 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% | — | — | |
| 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% | — | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | -0.08% | EXIT | |
| 38 | HODL | Vaneck Bitcoin ETF | ETF-Crypto | 0.08% | +0.07% | — | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Hippocratic Financial Advisors, LLC reported a total U.S. public equity portfolio value of $254.1M across 39 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 IWB, DUHP, BIL) accounted for 73.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
IWM
市值: $299.2K
Top Position Liquidated / Trimmed
IAU
前期市值: $219.7K
During Q2 2026, Hippocratic Financial Advisors, LLC's top holdings by market value included IWB (24.5%)、DUHP (13.6%)、BIL (12.6%). The largest single position, IWB, represented 24.5% of total portfolio value.
In Q2 2026, Hippocratic Financial Advisors, LLC made 36 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 2 holdings, and fully liquidating 2 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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