Hegarty Advisors, LLC

Est. AUM

$126.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$16.0M	212817	12.60%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.7M	24579	11.58%	SOLE
3	VANGUARD INDEX FDS	SM CP VAL ETF	$9.8M	45040	7.71%	SOLE
4	EA SERIES TRUST	STRIVE 500 ETF	$6.4M	151734	5.02%	SOLE
5	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.1M	36982	4.03%	SOLE
6	VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.7M	25561	3.71%	SOLE
7	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$4.7M	49628	3.67%	SOLE
8	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.2M	21660	3.28%	SOLE
9	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$4.0M	39797	3.19%	SOLE
10	ALPS ETF TR	ALERIAN MLP	$3.1M	58383	2.42%	SOLE
11	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.0M	38075	2.38%	SOLE
12	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.0M	12494	2.34%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$2.7M	8337	2.11%	SOLE
14	ISHARES INC	MSCI EMRG CHN	$2.6M	33515	2.08%	SOLE
15	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.5M	49516	1.95%	SOLE
16	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.4M	33025	1.92%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.4M	16290	1.90%	SOLE
18	INVESCO QQQ TR	UNIT SER 1	$2.2M	3832	1.74%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.2M	3349	1.72%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	37274	1.59%	SOLE
21	WORLD GOLD TR	SPDR GLD MINIS	$1.9M	20790	1.52%	SOLE
22	GLOBAL X FDS	US PFD ETF	$1.9M	100740	1.46%	SOLE
23	VANGUARD INDEX FDS	VALUE ETF	$1.8M	8954	1.38%	SOLE
24	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$1.7M	23309	1.32%	SOLE
25	APPLE INC	COM	$1.7M	6553	1.31%	SOLE
26	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	25955	1.31%	SOLE
27	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.6M	27537	1.27%	SOLE
28	VANGUARD INDEX FDS	SMALL CP ETF	$1.2M	4714	0.97%	SOLE
29	SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$1.1M	22007	0.86%	SOLE
30	VANGUARD INDEX FDS	MID CAP ETF	$1.0M	3543	0.80%	SOLE
31	INVESCO ACTVELY MNGD ETC FD	AGRI CMDTY STRA	$961K	26357	0.76%	SOLE
32	ISHARES TR	ULTRA SHORT DUR	$953K	18833	0.75%	SOLE
33	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$861K	7503	0.68%	SOLE
34	GOLDMAN SACHS GROUP INC	COM	$828K	979	0.65%	SOLE
35	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$793K	3689	0.63%	SOLE
36	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$724K	12174	0.57%	SOLE
37	EA SERIES TRUST	STRIVE EMERGING	$648K	16603	0.51%	SOLE
38	AMAZON COM INC	COM	$641K	3082	0.51%	SOLE
39	MICROSOFT CORP	COM	$627K	1694	0.49%	SOLE
40	ISHARES TR	CORE DIV GRWTH	$571K	8148	0.45%	SOLE
41	JPMORGAN CHASE & CO	COM	$553K	1883	0.44%	SOLE
42	VANGUARD INDEX FDS	GROWTH ETF	$549K	1257	0.43%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET ENE	$500K	8170	0.39%	SOLE
44	STATE STR SPDR DOW JONES IND	UT SER 1	$466K	1008	0.37%	SOLE
45	ISHARES TR	BB RAT CORP BD	$456K	9829	0.36%	SOLE
46	ISHARES TR	CORE S&P500 ETF	$422K	647	0.33%	SOLE
47	VANGUARD WORLD FD	UTILITIES ETF	$384K	1940	0.30%	SOLE
48	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$344K	4163	0.27%	SOLE
49	ISHARES TR	TIPS BD ETF	$324K	2939	0.26%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$312K	13413	0.25%	SOLE

1–50 of 57

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.