Hegarty Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$126.8M
Q ending 2026-03-31
Prior quarter
$115.2M
Q ending 2025-12-31
Change
+10.1% QoQ
Positions
57
reported holdings
Largest positions
All 57 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Intl Equity Index F | VEU | Shares | $16.0M | 213K |
| Vanguard Index Fds | VOO | Shares | $14.7M | 25K |
| Vanguard Index Fds | VBR | Shares | $9.8M | 45K |
| Ea Series Trust | STXF | Shares | $6.4M | 152K |
| Vanguard Intl Equity Index F | VT | Shares | $5.1M | 37K |
| Vanguard Index Fds | VOE | Shares | $4.7M | 26K |
| Vanguard Scottsdale Fds | VONV | Shares | $4.7M | 50K |
| Invesco Exchange Traded Fd T | RSP | Shares | $4.2M | 22K |
| Vanguard Admiral Fds Inc | VIOV | Shares | $4.0M | 40K |
| Alps Etf Tr | AMLP | Shares | $3.1M | 58K |
| Vanguard Scottsdale Fds | VCSH | Shares | $3.0M | 38K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $3.0M | 12K |
| Vanguard Index Fds | VTI | Shares | $2.7M | 8K |
| Ishares Inc | EMXC | Shares | $2.6M | 34K |
| Vanguard Malvern Fds | VTIP | Shares | $2.5M | 50K |
| Vanguard Bd Index Fds | BND | Shares | $2.4M | 33K |
| Vanguard Whitehall Fds | VYM | Shares | $2.4M | 16K |
| Invesco Qqq Tr | QQQ | Shares | $2.2M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.2M | 3K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.0M | 37K |
| World Gold Tr | GLDM | Shares | $1.9M | 21K |
| Global X Fds | PFFD | Shares | $1.9M | 101K |
| Vanguard Index Fds | VTV | Shares | $1.8M | 9K |
| Abrdn Silver Etf Trust | SIVR | Shares | $1.7M | 23K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.7M | 26K |
| Apple Inc | AAPL | Shares | $1.7M | 7K |
| Vanguard Scottsdale Fds | VGSH | Shares | $1.6M | 28K |
| Vanguard Index Fds | VB | Shares | $1.2M | 5K |
| Simplify Exchange Traded Fun | MTBA | Shares | $1.1M | 22K |
| Vanguard Index Fds | VO | Shares | $1.0M | 4K |
| Invesco Actvely Mngd Etc Fd | PDBA | Shares | $961K | 26K |
| Ishares Tr | ICSH | Shares | $953K | 19K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $862K | 8K |
| Goldman Sachs Group Inc | GS | Shares | $828K | 979 |
| Vanguard Specialized Funds | VIG | Shares | $793K | 4K |
| Vanguard Scottsdale Fds | VGIT | Shares | $725K | 12K |
| Ea Series Trust | STXE | Shares | $649K | 17K |
| Amazon Com Inc | AMZN | Shares | $642K | 3K |
| Microsoft Corp | MSFT | Shares | $627K | 2K |
| Ishares Tr | DGRO | Shares | $572K | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $554K | 2K |
| Vanguard Index Fds | VUG | Shares | $549K | 1K |
| Select Sector Spdr Tr | XLE | Shares | $500K | 8K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $467K | 1K |
| Ishares Tr | HYBB | Shares | $457K | 10K |
| Ishares Tr | IVV | Shares | $423K | 647 |
| Vanguard World Fd | VPU | Shares | $384K | 2K |
| Vanguard Scottsdale Fds | VCIT | Shares | $345K | 4K |
| Ishares Tr | TIP | Shares | $324K | 3K |
| Spdr Series Trust | SPHY | Shares | $313K | 13K |
| Spdr Series Trust | SPYV | Shares | $304K | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $301K | 628 |
| Nvidia Corporation | NVDA | Shares | $277K | 2K |
| Ishares Tr | IWB | Shares | $267K | 749 |
| Ishares Tr | EEM | Shares | $255K | 4K |
| Exxon Mobil Corp | XOM | Shares | $225K | 1K |
| Ishares Tr | PFF | Shares | $201K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.