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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 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 9,108.0 $2.0M 1.37% +154.0 +1.7% $217.94 +3.4%
22 VEA VANGUARD TAX-MANAGED FDS 27,595.0 $2.0M 1.35% +2K +6.3% $71.25 +2.5%
23 PFFD GLOBAL X FDS 103,750.0 $1.9M 1.33% +3K +3.0% $18.69 -1.5%
24 AAPL APPLE INC Technology 6,468.0 $1.9M 1.29% -85.0 -1.3% $289.36 +10.5%
25 GLDM WORLD GOLD TR Financial Services 21,146.0 $1.7M 1.16% +356.0 +1.7% $79.42 +11.1%
26 VGSH VANGUARD SCOTTSDALE FDS 27,180.0 $1.6M 1.09% -357.0 -1.3% $58.20 -0.3%
27 VB VANGUARD INDEX FDS 4,698.0 $1.4M 0.98% $303.10 -0.8%
28 SIVR ABRDN SILVER ETF TRUST Financial Services 23,025.0 $1.3M 0.89% -284.0 -1.2% $56.22 +12.3%
29 VO VANGUARD INDEX FDS 14,204.0 $1.1M 0.79% +11K +300.9% $80.57 +2.4%
30 MTBA SIMPLIFY EXCHANGE TRADED FUN 20,737.0 $1.0M 0.70% -1K -5.8% $49.07 -1.4%
31 GS GOLDMAN SACHS GROUP INC Financial Services 979.0 $990K 0.68% $1011.37 +2.2%
32 ICSH ISHARES TR 19,234.0 $973K 0.67% +401.0 +2.1% $50.58 -0.1%
33 PDBA INVESCO ACTVELY MNGD ETC FD 26,019.0 $927K 0.64% -338.0 -1.3% $35.62 +9.3%
34 VIOO VANGUARD ADMIRAL FDS INC 6,637.0 $913K 0.63% -866.0 -11.5% $137.54 -1.9%
35 VIG VANGUARD SPECIALIZED FUNDS 3,758.0 $889K 0.61% +69.0 +1.9% $236.65 +2.7%
36 STXE EA SERIES TRUST 15,194.0 $798K 0.55% -1K -8.5% $52.55 -5.2%
37 VGIT VANGUARD SCOTTSDALE FDS 12,260.0 $723K 0.50% +86.0 +0.7% $58.98 -1.3%
38 DGRO ISHARES TR 9,452.0 $716K 0.49% +1K +16.0% $75.79 +4.7%
39 VUG VANGUARD INDEX FDS 7,544.0 $650K 0.45% +6K +500.2% $86.13 +2.8%
40 MSFT MICROSOFT CORP Technology 1,714.0 $639K 0.44% +20.0 +1.2% $373.02 +37.7%
Page 2 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%