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Portfolio (Quarterly) Guide ↗

Hegarty Advisors, LLC

· CIK 0002107727
13F Portfolio $127M AUM 57 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 25 Added 15 Reduced 5 Exited
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLDM WORLD GOLD TR Financial Services 20,790.0 $1.9M 1.52% NEW $92.69 -3.0%
22 PFFD GLOBAL X FDS 100,740.0 $1.9M 1.46% +2K +1.8% $18.40 +2.2%
23 VTV VANGUARD INDEX FDS 8,954.0 $1.8M 1.39% -115.0 -1.3% $196.21 +6.5%
24 SIVR ABRDN SILVER ETF TRUST Financial Services 23,309.0 $1.7M 1.32% NEW $71.61 +1.9%
25 VEA VANGUARD TAX-MANAGED FDS 25,955.0 $1.7M 1.31% +418.0 +1.6% $64.08 +10.3%
26 AAPL APPLE INC Technology 6,553.0 $1.7M 1.31% NEW $253.79 +20.2%
27 VGSH VANGUARD SCOTTSDALE FDS 27,537.0 $1.6M 1.27% -3K -8.4% $58.54 -0.5%
28 VB VANGUARD INDEX FDS 4,714.0 $1.2M 0.97% -45.0 -0.9% $261.92 +9.4%
29 MTBA SIMPLIFY EXCHANGE TRADED FUN 22,007.0 $1.1M 0.86% +15K +220.2% $49.46 -0.8%
30 VO VANGUARD INDEX FDS 3,543.0 $1.0M 0.80% +806.0 +29.4% $287.16 -73.0%
31 PDBA INVESCO ACTVELY MNGD ETC FD 26,357.0 $961K 0.76% -3K -11.6% $36.47 +1.0%
32 ICSH ISHARES TR 18,833.0 $953K 0.75% +4K +31.3% $50.62 -0.1%
33 VIOO VANGUARD ADMIRAL FDS INC 7,503.0 $862K 0.68% +293.0 +4.1% $114.84 +9.7%
34 GS GOLDMAN SACHS GROUP INC Financial Services 979.0 $828K 0.65% $845.99 +16.8%
35 VIG VANGUARD SPECIALIZED FUNDS 3,689.0 $793K 0.62% +494.0 +15.5% $215.07 +7.4%
36 VGIT VANGUARD SCOTTSDALE FDS 12,174.0 $725K 0.57% -100.0 -0.8% $59.55 -1.3%
37 STXE EA SERIES TRUST 16,603.0 $649K 0.51% -10K -36.5% $39.08 +24.9%
38 AMZN AMAZON COM INC Consumer Cyclical 3,082.0 $642K 0.51% NEW $208.27 +28.9%
39 MSFT MICROSOFT CORP Technology 1,694.0 $627K 0.49% $370.17 +13.2%
40 DGRO ISHARES TR 8,148.0 $572K 0.45% +1K +15.1% $70.18 +5.7%
Page 2 of 3  ·  57 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 74.1%
Technology 19.3%
Consumer Cyclical 4.8%
Energy 1.7%