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Portfolio (Quarterly) Guide ↗

Hegarty Advisors, LLC

· CIK 0002107727
13F Portfolio $145M AUM 66 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 29 Added 14 Reduced 1 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEU VANGUARD INTL EQUITY INDEX F 214,818.0 $18.0M 12.38% +2K +0.9% $83.75 +2.0%
2 VOE VANGUARD INDEX FDS 30,727.0 $6.1M 4.18% +5K +20.2% $197.60 +5.2%
3 VONV VANGUARD SCOTTSDALE FDS 50,959.0 $5.4M 3.73% +1K +2.7% $106.31 +6.6%
4 VIOV VANGUARD ADMIRAL FDS INC 42,261.0 $5.0M 3.41% +2K +6.2% $117.33 +0.6%
5 QQQM INVESCO EXCH TRADED FD TR II 15,181.0 $4.6M 3.17% +3K +21.5% $302.98 -2.6%
6 VCSH VANGUARD SCOTTSDALE FDS 46,810.0 $3.7M 2.55% +9K +22.9% $79.03 -0.7%
7 EMXC ISHARES INC 35,726.0 $3.7M 2.52% +2K +6.6% $102.30 -4.1%
8 AMLP ALPS ETF TR 60,427.0 $3.1M 2.16% +2K +3.5% $51.85 +6.5%
9 VYM VANGUARD WHITEHALL FDS 16,787.0 $2.7M 1.83% +497.0 +3.0% $158.03 +3.9%
10 VTIP VANGUARD MALVERN FDS 51,636.0 $2.6M 1.78% +2K +4.3% $50.23 -1.2%
11 BND VANGUARD BD INDEX FDS 35,099.0 $2.6M 1.77% +2K +6.3% $73.41 -1.5%
12 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,389.0 $2.5M 1.74% +40.0 +1.2% $746.69 +3.0%
13 VTV VANGUARD INDEX FDS 9,108.0 $2.0M 1.37% +154.0 +1.7% $217.94 +3.4%
14 VEA VANGUARD TAX-MANAGED FDS 27,595.0 $2.0M 1.35% +2K +6.3% $71.25 +2.5%
15 PFFD GLOBAL X FDS 103,750.0 $1.9M 1.33% +3K +3.0% $18.69 -1.5%
16 GLDM WORLD GOLD TR Financial Services 21,146.0 $1.7M 1.16% +356.0 +1.7% $79.42 +11.1%
17 VO VANGUARD INDEX FDS 14,204.0 $1.1M 0.79% +11K +300.9% $80.57 +2.4%
18 ICSH ISHARES TR 19,234.0 $973K 0.67% +401.0 +2.1% $50.58 -0.1%
19 VIG VANGUARD SPECIALIZED FUNDS 3,758.0 $889K 0.61% +69.0 +1.9% $236.65 +2.7%
20 VGIT VANGUARD SCOTTSDALE FDS 12,260.0 $723K 0.50% +86.0 +0.7% $58.98 -1.3%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 75.4%
Technology 19.8%
Consumer Cyclical 3.1%
Communication Services 1.7%