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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PWV INVESCO EXCHANGE TRADED FD T 5,448.0 $413K 0.28% NEW $75.77 +7.8%
2 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 419.0 $295K 0.20% NEW $703.34 -1.8%
3 GOOGL ALPHABET INC Communication Services 680.0 $243K 0.17% NEW $357.37 -3.0%
4 PTNQ PACER FDS TR 2,732.0 $242K 0.17% NEW $88.65 -2.6%
5 VSS VANGUARD INTL EQUITY INDEX F 1,477.0 $228K 0.16% NEW $154.25 +4.2%
6 VXUS VANGUARD STAR FDS 2,528.0 $216K 0.15% NEW $85.49 +2.4%
7 GOOG ALPHABET INC 601.0 $212K 0.15% NEW $353.33
8 IJH ISHARES TR 2,745.0 $212K 0.15% NEW $77.11 -1.8%
9 VAW VANGUARD WORLD FD 914.0 $209K 0.14% NEW $228.74 +4.3%
10 VNQ VANGUARD INDEX FDS 2,123.0 $205K 0.14% NEW $96.44 +0.8%

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%