Hegarty Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Hegarty Advisors, LLC held in its portfolio 54 assets valued at $115,199,831 (i.e. $115.20M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($15.14M), VANGUARD INTL EQUITY INDEX F ($14.88M), and VANGUARD INDEX FDS ($9.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hegarty Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 24144 | 15143072 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 202351 | 14884199 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 44812 | 9492102 | SM CP VAL ETF |
| EA SERIES TRUST | 153675 | 6774730 | STRIVE 500 ETF |
| VANGUARD INTL EQUITY INDEX F | 37597 | 5303490 | TT WRLD ST ETF |
| INVESCO EXCHANGE TRADED FD T | 26019 | 4984673 | S&P500 EQL WGT |
| VANGUARD SCOTTSDALE FDS | 48786 | 4503123 | VNG RUS1000VAL |
| VANGUARD ADMIRAL FDS INC | 36668 | 3585004 | SMLCP 600 VAL |
| INVESCO EXCH TRADED FD TR II | 13948 | 3529398 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 16189 | 2871937 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 8357 | 2801754 | TOTAL STK MKT |
| ALPS ETF TR | 57780 | 2716891 | ALERIAN MLP |
| VANGUARD SCOTTSDALE FDS | 30960 | 2468365 | SHRT TRM CORP BD |
| VANGUARD INTL EQUITY INDEX F | 45783 | 2461371 | FTSE EMR MKT ETF |
| VANGUARD MALVERN FDS | 48927 | 2419747 | STRM INFPROIDX |
| VANGUARD WHITEHALL FDS | 15925 | 2285817 | HIGH DIV YLD |
| SPDR S&P 500 ETF TR | 3311 | 2256982 | TR UNIT |
| VANGUARD BD INDEX FDS | 30043 | 2225524 | TOTAL BND MRKT |
| GLOBAL X FDS | 98955 | 1871227 | US PFD ETF |
| VANGUARD SCOTTSDALE FDS | 30056 | 1764919 | SHORT TERM TREAS |
| VANGUARD INDEX FDS | 9069 | 1732174 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 25537 | 1595471 | VAN FTSE DEV MKT |
| ISHARES INC | 18603 | 1351958 | MSCI EMRG CHN |
| VANGUARD INDEX FDS | 4759 | 1229213 | SMALL CP ETF |
| INVESCO ACTVELY MNGD ETC FD | 29810 | 1013566 | AGRI CMDTY STRA |
| EA SERIES TRUST | 26167 | 939943 | STRIVE EMERGING |
| GOLDMAN SACHS GROUP INC | 979 | 860541 | COM |
| MICROSOFT CORP | 1694 | 819252 | COM |
| VANGUARD ADMIRAL FDS INC | 7210 | 800184 | SMLLCP 600 IDX |
| VANGUARD INDEX FDS | 2737 | 794766 | MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 12274 | 735602 | INTER TERM TREAS |
| ISHARES TR | 14348 | 725606 | ULTRA SHORT DUR |
| VANGUARD SPECIALIZED FUNDS | 3195 | 702568 | DIV APP ETF |
| SPDR SERIES TRUST | 18618 | 618211 | STATE STREET SPD |
| JPMORGAN CHASE & CO. | 1883 | 606740 | COM |
| VANGUARD INDEX FDS | 1122 | 547351 | GROWTH ETF |
| ISHARES TR | 7082 | 491644 | CORE DIV GRWTH |
| SPDR DOW JONES INDL AVERAGE | 1018 | 488987 | UT SER 1 |
| ISHARES TR | 647 | 443142 | CORE S&P500 ETF |
| VANGUARD WORLD FD | 2112 | 390322 | UTILITIES ETF |
| SELECT SECTOR SPDR TR | 8328 | 372371 | STATE STREET ENE |
| VANGUARD SCOTTSDALE FDS | 4266 | 357098 | INT-TERM CORP |
| SERIES PORTFOLIOS TR | 12735 | 347028 | ELM MARKET NAVIG |
| SIMPLIFY EXCHANGE TRADED FUN | 6872 | 346421 | MBS ETF |
| ISHARES TR | 7277 | 342978 | BB RAT CORP BD |
| ISHARES TR | 2939 | 323013 | TIPS BD ETF |
| NVIDIA CORPORATION | 1588 | 296233 | COM |
| ISHARES TR | 749 | 279707 | RUS 1000 ETF |
| ISHARES TR | 4489 | 245567 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 2445 | 216336 | REAL ESTATE ETF |
| PACER FDS TR | 2732 | 214872 | TRENDPILOT 100 |
| ALPHABET INC | 680 | 212840 | CAP STK CL A |
| META PLATFORMS INC | 318 | 209908 | CL A |
| ISHARES TR | 6586 | 203893 | PFD AND INCM SEC |
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