13F Insight
DOSSIER · 13F-HR · Q2 2026

Hegarty Advisors, LLC

$145M in tracked AUM across 66 positions as of Q2 2026.

HA
CIK 0002107727 · last filed Jun 30, 2026
Total AUM
$145M
as of Q2 2026
Holdings
66
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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 · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEU
VANGUARD INTL EQUITY INDEX F
$18M215K12.4%02
VOO
VANGUARD INDEX FDS
$16M24K11.1%03
VBR
VANGUARD INDEX FDS
$11M45K7.5%04
STRV
EA SERIES TRUST
$7M152K5.1%05
VOE
VANGUARD INDEX FDS
$6M31K4.2%06
VT
VANGUARD INTL EQUITY INDEX F
$6M37K4.0%07
VONV
VANGUARD SCOTTSDALE FDS
$5M51K3.7%08
VIOV
VANGUARD ADMIRAL FDS INC
$5M42K3.4%09
QQQM
INVESCO EXCH TRADED FD TR II
$5M15K3.2%10
RSP
INVESCO EXCHANGE TRADED FD T
$4M21K3.0%

Filing history

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