Hegarty Advisors, LLC
- SEC CIK
- 0002107727
- Latest filing
- Jul 27, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 29, 2026. Long positions only.
- Positions
- 55
- No filing for Q3 2025
- Portfolio value
- $115.2M
- No filing for Q3 2025
Hegarty Advisors, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 24,144 | $15.1M | 13.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 202,351 | $14.9M | 12.9% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 44,812 | $9.49M | 8.2% | – | – | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 153,675 | $6.77M | 5.9% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 37,597 | $5.30M | 4.6% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 26,019 | $4.98M | 4.3% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 48,786 | $4.50M | 3.9% | – | – | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 36,668 | $3.59M | 3.1% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 13,948 | $3.53M | 3.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 16,189 | $2.87M | 2.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,357 | $2.80M | 2.4% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 57,780 | $2.72M | 2.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 30,960 | $2.47M | 2.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 45,783 | $2.46M | 2.1% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 48,927 | $2.42M | 2.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 15,925 | $2.29M | 2.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,311 | $2.26M | 2.0% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 30,043 | $2.23M | 1.9% | – | – | – |
| Global X FDS37954Y657 | US PFD ETF | 98,955 | $1.87M | 1.6% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 30,056 | $1.76M | 1.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,069 | $1.73M | 1.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,537 | $1.60M | 1.4% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 18,603 | $1.35M | 1.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,759 | $1.23M | 1.1% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F308 | AGRI CMDTY STRA | 29,810 | $1.01M | 0.9% | – | – | – |
| Ea Series Trust02072L698 | STRIVE EMERGING | 26,167 | $939.9K | 0.8% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 979 | $860.5K | 0.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,694 | $819.3K | 0.7% | – | – | History |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 7,210 | $800.2K | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,737 | $794.8K | 0.7% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 12,274 | $735.6K | 0.6% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 14,348 | $725.6K | 0.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,195 | $702.6K | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,883 | $606.7K | 0.5% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,122 | $547.4K | 0.5% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,082 | $491.6K | 0.4% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,018 | $489.0K | 0.4% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 647 | $443.1K | 0.4% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,112 | $390.3K | 0.3% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,328 | $372.4K | 0.3% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,266 | $357.1K | 0.3% | – | – | – |
| Series Portfolios Tr81752T429 | ELM MARKET NAVIG | 12,735 | $347.0K | 0.3% | – | – | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 6,872 | $346.4K | 0.3% | – | – | – |
| iShares Tr46435U473 | BB RAT CORP BD | 7,277 | $343.0K | 0.3% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 2,939 | $323.0K | 0.3% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 13,260 | $313.8K | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,358 | $304.4K | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,588 | $296.2K | 0.3% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 749 | $279.7K | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,489 | $245.6K | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,445 | $216.3K | 0.2% | – | – | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 2,732 | $214.9K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 680 | $212.8K | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 318 | $209.9K | 0.2% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 6,586 | $203.9K | 0.2% | – | – | – |