13F Insight
DOSSIER · 13F-HR · Q3 2026

Hegarty Advisors, LLC

$162M in tracked AUM across 65 positions as of Q3 2026.

HA
CIK 0002107727 · last filed Sep 30, 2026
Total AUM
$162M
as of Q3 2026
Holdings
65
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VEU
VANGUARD INTL EQUITY INDEX F
$20M242K12.4%02
VOO
VANGUARD INDEX FDS
$18M26K11.2%03
VBR
VANGUARD INDEX FDS
$11M49K7.0%04
STRV
EA SERIES TRUST
$8M163K5.0%05
VOE
VANGUARD INDEX FDS
$8M39K4.7%06
VONV
VANGUARD SCOTTSDALE FDS
$6M56K3.8%07
VT
VANGUARD INTL EQUITY INDEX F
$6M37K3.6%08
QQQM
INVESCO EXCH TRADED FD TR II
$5M17K3.2%09
VIOV
VANGUARD ADMIRAL FDS INC
$5M45K3.0%10
RSP
INVESCO EXCHANGE TRADED FD T
$5M22K2.9%

Filing history

2026Q3Sep 30
$162M▲ 11.3%
65 positionsView →2026Q2Jun 30
$145M▲ 14.6%
66 positionsView →2026Q1Mar 31
$127M▲ 10.1%
57 positionsView →2025Q4Dec 31
$115M—
55 positionsView →