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

Hippocratic Financial Advisors, LLC

$254M in tracked AUM across 51 positions as of Q3 2026.

HF
CIK 0002055803 · last filed Sep 30, 2026
Total AUM
$254M
as of Q3 2026
Holdings
51
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Based on the SEC 13F filing for Hippocratic Financial Advisors, LLC for the period ending December 31, 2025, here is a comprehensive analysis of the portfolio's composition, strategy, and recent activity.

1. Portfolio Overview

Hippocratic Financial Advisors manages a concentrated portfolio of 28 holdings with a total market value of approximately $216.93 million. The firm experienced significant growth during the quarter, with the portfolio value increasing by 41.5% from the previous quarte...

The portfolio is heavily institutional in nature, utilizing a "core-satellite" approach where the vast majority of assets are invested in broad-market Exchange Traded Funds (ETFs). The strategy appears to be passive or factor-based, relying on quantitative models rather than individual stock selection. The portfolio is highly diversified across asset classes (equities, fixed income) and geographies, though it maintains a distinct home-market bias.

2. Key Holdings

The portfolio is dominated by ETFs that track broad indices and specific investment factors, with the top five positions accounting for nearly 69% of the total assets.

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
IWB
ISHARES TR
$68M163K26.8%02
BIL
SPDR SERIES TRUST
$52M562K20.3%03
DMX
DOUBLELINE ETF TRUST
$30M620K12.0%04
DFIC
DIMENSIONAL ETF TRUST
$23M606K9.0%05
DFEM
DIMENSIONAL ETF TRUST
$11M286K4.5%06
DFAC
DIMENSIONAL ETF TRUST
$11M250K4.4%07
DBND
DOUBLELINE ETF TRUST
$9M212K3.6%08
XLU
SELECT SECTOR SPDR TR
$6M154K2.4%09
VDC
VANGUARD WORLD FD
$6M26K2.3%10
DFIV
DIMENSIONAL ETF TRUST
$5M85K1.9%

Filing history

2026Q3Sep 30
$254M▼ 4.1%
51 positionsView →2026Q2Jun 30
$265M▲ 16.3%
39 positionsView →2026Q1Mar 31
$228M▲ 5.1%
33 positionsView →2025Q4Dec 31
$217M▲ 41.5%
28 positionsView →2025Q3Sep 30
$153M▲ 11.4%
19 positionsLocked2025Q2Jun 30
$138M▼ 8.4%
18 positionsLocked2025Q1Mar 31
$150M▲ 4.4%
15 positionsLocked2024Q4Dec 31
$144M—
21 positionsLocked