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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VXUS VANGUARD STAR FDS 2,528.0 $216K 0.15% NEW $85.49 +2.4%
62 GOOG ALPHABET INC 601.0 $212K 0.15% NEW $353.33
63 IJH ISHARES TR 2,745.0 $212K 0.15% NEW $77.11 -1.8%
64 VAW VANGUARD WORLD FD 914.0 $209K 0.14% NEW $228.74 +4.3%
65 VNQ VANGUARD INDEX FDS 2,123.0 $205K 0.14% NEW $96.44 +0.8%
66 PFF ISHARES TR 6,709.0 $205K 0.14% +90.0 +1.4% $30.49 +0.2%
Page 4 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%