13F Insight
DOSSIER · 13F-HR · Q1 2026

Hegarty Advisors, LLC

$127M in tracked AUM across 57 positions as of Q1 2026.

HA
CIK 0002107727 · last filed Mar 31, 2026
Total AUM
$127M
as of Q1 2026
Holdings
57
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Hegarty Advisors, LLC

1. Portfolio Overview

Hegarty Advisors, LLC manages a portfolio with a total market value of approximately $115.2 million, comprising 55 individual holdings. The portfolio exhibits a highly structured, passive-oriented investment approach characterized by significant diversification. The composition suggests a "core-satellite" strategy, where the vast majority of assets are invested in broad market indices to captu...

The portfolio is heavily weighted toward Exchange Traded Funds (ETFs), which account for $101.79 million (or 88.4%) of the total value. This indicates a preference for liquidity, transparency, and low expense ratios. The remaining ~11.6% is split between "Unknown" categories (likely proprietary mutual funds or alternative vehicles) and a small selection of individual equities.

2. Key Holdings

The top ten positions are dominated by Vanguard and Invesco ETFs, representing a concentration of large-cap, international, and factor-specific equity strategies.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEU
VANGUARD INTL EQUITY INDEX F
$16M213K12.6%02
VOO
VANGUARD INDEX FDS
$15M25K11.6%03
VBR
VANGUARD INDEX FDS
$10M45K7.7%04
STRV
EA SERIES TRUST
$6M152K5.0%05
VT
VANGUARD INTL EQUITY INDEX F
$5M37K4.0%06
VOE
VANGUARD INDEX FDS
$5M26K3.7%07
VONV
VANGUARD SCOTTSDALE FDS
$5M50K3.7%08
RSP
INVESCO EXCHANGE TRADED FD T
$4M22K3.3%09
VIOV
VANGUARD ADMIRAL FDS INC
$4M40K3.2%10
AMLP
ALPS ETF TR
$3M58K2.4%

Filing history

2026Q1Mar 31
$127M▲ 10.1%
57 positionsView →2025Q4Dec 31
$115M—
55 positionsView →