HA

Hegarty Advisors, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$126.8M

Reporting period: 2026-03-31 · Number of holdings: 57

Hegarty Advisors, LLC disclosed 57 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $126.8M and a quarterly turnover rate of 18.2%.

Personality snowflake

Concentration
20.32
Portfolio Stability
18.2
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
86.11

Recent moves

  • Trim VOO

    +1.8%　-$455.7K

  • Add VOE

    +57.9%　$1.8M

  • Trim RSP

    -16.8%　-$827.7K

  • Add EMXC

    +80.2%　$1.3M

  • Trim STXF

    -1.3%　-$406.4K

  • Trim QQQM

    -10.4%　-$560.5K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VEUVanguard Ftse All-world Ex-uETF-Other12.60%-0.32%+5.17%
2VOOVanguard S&p 500 ETFETF-Large Cap & Growth11.58%-1.56%+1.80%
3VBRVanguard Small-cap Value ETFETF-Other7.71%-0.53%+0.51%
4STXFStrive 500 ETFETF-Other5.02%-0.86%-1.26%
5VTVanguard Tot World Stk ETFETF-Other4.03%-0.57%-1.64%
6VOEVanguard Mid-cap Value ETFETF-Other3.71%+1.22%+57.89%
7VONVVanguard Russell 1000 ValueETF-Other3.67%-0.24%+1.73%
8RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth3.28%-1.05%-16.75%
9VIOVVanguard S&p Small-cap 600 VETF-Other3.19%+0.08%+8.53%
10AMLPAlerian Mlp ETFETF-Other2.42%+0.06%+1.04%
11VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds2.38%+0.24%+22.98%
12QQQMInvesco Nasdaq 100 ETFETF-Tech2.34%-0.72%-10.42%
13VTIVanguard Total Stock Mkt ETFETF-Other2.11%-0.32%-0.24%
14EMXCIshares Msci Emr Mrk Ex ChnaETF-Other2.08%+0.91%+80.16%
15VTIPVanguard Short-term TipsETF-Other1.95%-0.15%+1.20%
16BNDVanguard Total Bond MarketETF-Other1.92%-0.01%+9.93%
17VYMVanguard High Dvd Yield ETFETF-Other1.90%-0.08%+2.29%
18QQQInvesco Qqq Trust Series 1ETF-Tech1.74%+1.74%NEW
19SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.72%-0.24%+1.15%
20VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.59%-0.55%-18.59%
21GLDMSpdr Gold Minishares TrustETF-Commodities1.52%+1.52%NEW
22PFFDGlobal X US Preferred ETFETF-Other1.46%—+1.80%
23VTVVanguard Value ETFETF-Other1.39%-0.11%-1.27%
24SIVRAbrdn Physical Silver SharesETF-Commodities1.32%+1.32%NEW
25VEAVanguard Ftse Developed ETFETF-Other1.31%-0.07%+1.64%
26AAPLApple INCStock-Tech1.31%+1.31%NEW
27VGSHVanguard Short-term TreasuryETF-Gov Bonds1.27%-0.26%-8.38%
28VBVanguard Small-cap ETFETF-Other0.97%—-0.95%
29MTBASimplify Mbs ETFETF-Other0.86%+0.56%+220.24%
30VOVanguard Mid-cap ETFETF-Other0.80%+0.11%+29.45%
31PDBAInvesco Agriculture Cmdtyk-1ETF-Other0.76%-0.12%-11.58%
32ICSHIshares Ultra Short DurationETF-Other0.75%+0.12%+31.26%
33VIOOVanguard S&p Small-cap 600 EETF-Other0.68%-0.01%+4.06%
34GSGoldman Sachs Group INCStock-Financials0.65%-0.10%—
35VIGVanguard Dividend Apprec ETFETF-Other0.63%+0.02%+15.46%
36VGITVanguard Intermediate-term TETF-Other0.57%—-0.81%
37STXEStrive Em Markets Ex-chinaETF-Emerging Markets0.51%-0.31%-36.55%
38AMZNAmazon.com INCStock-Consumer Disc0.51%+0.51%NEW
39MSFTMicrosoft CORPStock-Tech0.49%-0.22%—
40DGROIshares Core Dividend GrowthETF-Other0.45%+0.02%+15.05%
41JPMJpmorgan Chase & CoStock-Financials0.44%-0.09%—
42VUGVanguard Growth ETFETF-Other0.43%—+12.03%
43XLESs Energy Select SectorETF-Other0.39%+0.07%-1.90%
44DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth0.37%-0.05%-0.98%
45HYBBIshares Bb Rated CORP BondETF-Corp Bonds0.36%+0.06%+35.07%
46IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.33%-0.05%—
47VPUVanguard Utilities ETFETF-Other0.30%—-8.14%
48VCITVanguard Int-term CorporateETF-Corp Bonds0.27%—-2.41%
49TIPIshares Tips Bond ETFETF-Other0.26%——
50SPHYSs Spdr P High Yield ETFETF-High Yield0.25%—+1.15%
1–50 of 57

Holding changes this quarter

Hegarty Advisors, LLC's most significant position changes for 2026-03-31: New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Spdr Gold Minishares Trust (GLDM); New buy: Abrdn Physical Silver Shares (SIVR); New buy: Apple INC (AAPL); New buy: Amazon.com INC (AMZN).

Position changes disclosed by Hegarty Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VOEVanguard Mid-cap Value ETF+1.2%+57.89%Add
2EMXCIshares Msci Emr Mrk Ex Chna+0.9%+80.16%Add
3MTBASimplify Mbs ETF+0.6%+220.24%Add
4VCSHVanguard S/t CORP Bond ETF+0.2%+22.98%Add
5ICSHIshares Ultra Short Duration+0.1%+31.26%Add
6VOVanguard Mid-cap ETF+0.1%+29.45%Add
7VIOVVanguard S&p Small-cap 600 V+0.1%+8.53%Add
8XLESs Energy Select Sector+0.1%-1.90%Trim
9AMLPAlerian Mlp ETF+0.1%+1.04%Add
10HYBBIshares Bb Rated CORP Bond+0.1%+35.07%Add
11VIGVanguard Dividend Apprec ETF0%+15.46%Add
12DGROIshares Core Dividend Growth0%+15.05%Add
13BNDVanguard Total Bond Market0%+9.93%Add
14VIOOVanguard S&p Small-cap 600 E0%+4.06%Add
15NVDANvidia CORP0%—Unchanged
16DIASs Spdr Dow Jones Indus Avg-0.1%-0.98%Trim
17IVVIshares Core S&p 500 ETF-0.1%—Unchanged
18VEAVanguard Ftse Developed ETF-0.1%+1.64%Add
19VYMVanguard High Dvd Yield ETF-0.1%+2.29%Add
20JPMJpmorgan Chase & Co-0.1%—Unchanged
21GSGoldman Sachs Group INC-0.1%—Unchanged
22VTVVanguard Value ETF-0.1%-1.27%Trim
23PDBAInvesco Agriculture Cmdtyk-1-0.1%-11.58%Trim
24VTIPVanguard Short-term Tips-0.2%+1.20%Add
25MSFTMicrosoft CORP-0.2%—Unchanged
26VONVVanguard Russell 1000 Value-0.2%+1.73%Add
27SPYSs Spdr S&p 500 ETF Trust-us-0.2%+1.15%Add
28VGSHVanguard Short-term Treasury-0.3%-8.38%Trim
29STXEStrive Em Markets Ex-china-0.3%-36.55%Trim
30VEUVanguard Ftse All-world Ex-u-0.3%+5.17%Add
31VTIVanguard Total Stock Mkt ETF-0.3%-0.24%Trim
32VBRVanguard Small-cap Value ETF-0.5%+0.51%Add
33VWOVanguard Ftse Emerging Marke-0.6%-18.59%Trim
34VTVanguard Tot World Stk ETF-0.6%-1.64%Trim
35QQQMInvesco Nasdaq 100 ETF-0.7%-10.42%Trim
36STXFStrive 500 ETF-0.9%-1.26%Trim
37RSPInvesco S&p 500 Equal Weight-1.1%-16.75%Trim
38VOOVanguard S&p 500 ETF-1.6%+1.80%Add
39QQQInvesco Qqq Trust Series 1—NEWNew buy
40GLDMSpdr Gold Minishares Trust—NEWNew buy
41SIVRAbrdn Physical Silver Shares—NEWNew buy
42AAPLApple INC—NEWNew buy
43AMZNAmazon.com INC—NEWNew buy
44ELMElm Market Navigator ETF—EXITSold out
45BRK-BBerkshire Hathaway Inc-cl B—NEWNew buy
46XOMExxon Mobil CORP—NEWNew buy
47VNQVanguard Real Estate ETF—EXITSold out
48PTNQPacer Trendpilot 100 ETF—EXITSold out
49GOOGLAlphabet Inc-cl A—EXITSold out
50METAMeta Platforms Inc-class A—EXITSold out

FAQ

What is Hegarty Advisors, LLC and what type of investor is it?
Hegarty Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $126.8M, spread across 57 disclosed positions.
What are Hegarty Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Hegarty Advisors, LLC's top holdings by market value are: 1. Vanguard Ftse All-world Ex-u (VEU) — $16.0M (12.6%) 2. Vanguard S&p 500 ETF (VOO) — $14.7M (11.6%) 3. Vanguard Small-cap Value ETF (VBR) — $9.8M (7.7%) 4. Strive 500 ETF (STXF) — $6.4M (5.0%) 5. Vanguard Tot World Stk ETF (VT) — $5.1M (4.0%)
What changes did Hegarty Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Hegarty Advisors, LLC made 45 notable position adjustments: 7 new positions were initiated, 21 existing holdings were added to, 12 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Spdr Gold Minishares Trust (GLDM); New buy: Abrdn Physical Silver Shares (SIVR); New buy: Apple INC (AAPL); New buy: Amazon.com INC (AMZN)
What sectors does Hegarty Advisors, LLC focus on?
Hegarty Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 50.2% • Financials: 32.9% • Consumer Discretionary: 12.5% • Energy: 4.4%