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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 4  ·  66 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 VOO VANGUARD INDEX FDS 23,534.0 $16.2M 11.12% -1K -4.2% $686.82 +3.0%
3 VBR VANGUARD INDEX FDS 44,971.0 $10.9M 7.52% $242.99 +1.6%
4 STRV EA SERIES TRUST 151,992.0 $7.3M 5.05% $48.30 -1.4%
5 VOE VANGUARD INDEX FDS 30,727.0 $6.1M 4.18% +5K +20.2% $197.60 +5.2%
6 VT VANGUARD INTL EQUITY INDEX F 37,108.0 $5.8M 4.01% $156.95 +2.6%
7 VONV VANGUARD SCOTTSDALE FDS 50,959.0 $5.4M 3.73% +1K +2.7% $106.31 +6.6%
8 VIOV VANGUARD ADMIRAL FDS INC 42,261.0 $5.0M 3.41% +2K +6.2% $117.33 +0.6%
9 QQQM INVESCO EXCH TRADED FD TR II 15,181.0 $4.6M 3.17% +3K +21.5% $302.98 -2.6%
10 RSP INVESCO EXCHANGE TRADED FD T 20,777.0 $4.4M 3.04% -883.0 -4.1% $212.77 +3.7%
11 VCSH VANGUARD SCOTTSDALE FDS 46,810.0 $3.7M 2.55% +9K +22.9% $79.03 -0.7%
12 EMXC ISHARES INC 35,726.0 $3.7M 2.52% +2K +6.6% $102.30 -4.1%
13 AMLP ALPS ETF TR 60,427.0 $3.1M 2.16% +2K +3.5% $51.85 +6.5%
14 VTI VANGUARD INDEX FDS 8,285.0 $3.1M 2.11% -52.0 -0.6% $370.06 +2.5%
15 QQQ INVESCO QQQ TR Financial Services 3,827.0 $2.8M 1.94% $736.32 -2.7%
16 VYM VANGUARD WHITEHALL FDS 16,787.0 $2.7M 1.83% +497.0 +3.0% $158.03 +3.9%
17 VTIP VANGUARD MALVERN FDS 51,636.0 $2.6M 1.78% +2K +4.3% $50.23 -1.2%
18 BND VANGUARD BD INDEX FDS 35,099.0 $2.6M 1.77% +2K +6.3% $73.41 -1.5%
19 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%
20 VWO VANGUARD INTL EQUITY INDEX F 34,469.0 $2.1M 1.42% -3K -7.5% $59.69 +1.8%
Page 1 of 4  ·  66 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%