Hegarty Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Hegarty Advisors, LLC reported 66 stock positions worth $145.3 million. Its top holding was Vanguard Ftse All-World Ex-U (VEU) at 12.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 11.1%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 7.5%). Compared with Q1 2026, it opened 10 new positions, sold out of 1, added to 33 and reduced 17. The biggest buy was Invesco Nasdaq 100 ETF (QQQM, shares +22%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- GARDEN CITY, NY
- CIK
- 0002107727
- Portfolio Value
- $145.3M (Q2 2026)
- SEC Filing
- 0002063364-26-000208 ↗ filed Jul 27, 2026
Holdings Value
Holdings 66 stocks · $145.3M
| VEU Vanguard Ftse All-World Ex-U | 12.38% | 214,818 | $18.0M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 11.12% | 23,534 | $16.2M | Reduce -4.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 7.52% | 44,971 | $10.9M | Reduce -0.1% |
| STXF Strive 500 ETF | 5.05% | 151,992 | $7.3M | Add +0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 4.18% | 30,727 | $6.1M | Add +20.2% |
| VT Vanguard Tot World STK ETF | 4.01% | 37,108 | $5.8M | Add +0.3% |
| VONV Vanguard Russell 1000 Value | 3.73% | 50,959 | $5.4M | Add +2.7% |
| VIOV Vanguard S&P Small-Cap 600 V | 3.41% | 42,261 | $5.0M | Add +6.2% |
| QQQM Invesco Nasdaq 100 ETF | 3.17% | 15,181 | $4.6M | Add +21.5% |
| RSP Invesco S&P 500 Equal Weight | 3.04% | 20,777 | $4.4M | Reduce -4.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.55% | 46,810 | $3.7M | Add +22.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.52% | 35,726 | $3.7M | Add +6.6% |
| AMLP Alerian MLP ETF | 2.16% | 60,427 | $3.1M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.11% | 8,285 | $3.1M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.94% | 3,827 | $2.8M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 1.83% | 16,787 | $2.7M | Add +3.0% |
| VTIP Vanguard Short-Term Tips | 1.78% | 51,636 | $2.6M | Add +4.3% |
| BND Vanguard Total Bond Market | 1.77% | 35,099 | $2.6M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.74% | 3,389 | $2.5M | Add +1.2% |
| VWO Vanguard Ftse Emerging Marke | 1.42% | 34,469 | $2.1M | Reduce -7.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.37% | 9,108 | $2.0M | Add +1.7% |
| VEA Vanguard Ftse Developed ETF | 1.35% | 27,595 | $2.0M | Add +6.3% |
| PFFD Global X US Preferred ETF | 1.33% | 103,750 | $1.9M | Add +3.0% |
| AAPL Apple Inc. | 1.29% | 6,468 | $1.9M | Reduce -1.3% |
| GLDM SPDR Gold Minishares Trust | 1.16% | 21,146 | $1.7M | Add +1.7% |
| VGSH Vanguard Short-Term Treasury | 1.09% | 27,180 | $1.6M | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.98% | 4,698 | $1.4M | Reduce -0.3% |
| SIVR Abrdn Physical Silver Shares | 0.89% | 23,025 | $1.3M | Reduce -1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.79% | 14,204 | $1.1M | Add +0.2% |
| MTBA Simplify MBS ETF | 0.70% | 20,737 | $1.0M | Reduce -5.8% |
| GS Goldman Sachs Group Inc. | 0.68% | 979 | $990K | No change |
| ICSH iShares Ultra Short Duration | 0.67% | 19,234 | $973K | Add +2.1% |
| PDBA Invesco Agriculture Cmdtyk-1 | 0.64% | 26,019 | $927K | Reduce -1.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.63% | 6,637 | $913K | Reduce -11.5% |
| VIG Vanguard Dividend Apprec ETF | 0.61% | 3,758 | $889K | Add +1.9% |
| STXE Strive Em Markets Ex-China | 0.55% | 15,194 | $798K | Reduce -8.5% |
| VGIT Vanguard Intermediate-Term T | 0.50% | 12,260 | $723K | Add +0.7% |
| DGRO iShares Core Dividend Growth | 0.49% | 9,452 | $716K | Add +16.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 7,544 | $650K | No change |
| MSFT Microsoft Corp. | 0.44% | 1,714 | $639K | Add +1.2% |
| JPM JPMorgan Chase & Co. | 0.42% | 1,883 | $616K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.36% | 1,011 | $528K | Add +0.3% |
| HYBB iShares BB Rated Corp. Bond | 0.35% | 10,909 | $510K | Add +11.0% |
| IVV iShares Core S&P 500 ETF | 0.33% | 647 | $485K | No change |
| VCIT Vanguard Int-Term Corporate | 0.31% | 5,506 | $455K | Add +32.3% |
| XLE SS Energy Select Sector | 0.31% | 8,415 | $447K | Add +3.0% |
| AMZN Amazon.com Inc. | 0.30% | 1,847 | $440K | Reduce -40.1% |
| VPU Vanguard Utilities ETF | 0.29% | 2,168 | $424K | Add +11.8% |
| PWV Invesco Large Cap Value ETF | 0.28% | 5,448 | $413K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 5,382 | $327K | Add +0.2% |
| SPHY SS SPDR P High Yield ETF | 0.22% | 13,648 | $320K | Add +1.8% |
| NVDA Nvidia Corp. | 0.22% | 1,590 | $318K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 628 | $314K | No change |
| IWB iShares Russell 1000 ETF | 0.21% | 749 | $307K | No change |
| TIP iShares Tips Bond ETF | 0.21% | 2,761 | $302K | Reduce -6.1% |
| MDY State Street SPDR S&P Midcap | 0.20% | 419 | $295K | New |
| GOOGL Alphabet Inc. Class A | 0.17% | 680 | $243K | New |
| PTNQ Pacer Trendpilot 100 ETF | 0.17% | 2,732 | $242K | New |
| VSS Vanguard Ftse All Wo X-US SC | 0.16% | 1,477 | $228K | New |
| EEM iShares MSCI Emerging Market | 0.15% | 3,200 | $219K | Reduce -28.7% |
| VXUS Vanguard Total Intl Stock | 0.15% | 2,528 | $216K | New |
| GOOG Alphabet Inc. Class C | 0.15% | 601 | $212K | New |
| IJH iShares Core S&P Midcap ETF | 0.15% | 2,745 | $212K | New |
| VAW Vanguard Materials ETF | 0.14% | 914 | $209K | New |
| VNQ Vanguard Real Estate ETF | 0.14% | 2,123 | $205K | New |
| PFF iShares Preferred & Income S | 0.14% | 6,709 | $205K | Add +1.4% |
Portfolio Sells Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Reduce -4.3% | 11.12% | −0.46 |
| SIVR Abrdn Physical Silver Shares | Reduce -1.2% | 0.89% | −0.43 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.1% | 3.04% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -40.1% | 0.30% | −0.20 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.1% | 7.52% | −0.19 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.3% | 1.09% | −0.18 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.18 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.5% | 1.42% | −0.17 |
| MTBA Simplify MBS ETF | Reduce -5.8% | 0.70% | −0.16 |
| PDBA Invesco Agriculture Cmdtyk-1 | Reduce -1.3% | 0.64% | −0.12 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -11.5% | 0.63% | −0.05 |
| EEM iShares MSCI Emerging Market | Reduce -28.7% | 0.15% | −0.05 |
| TIP iShares Tips Bond ETF | Reduce -6.1% | 0.21% | −0.05 |
| AAPL Apple Inc. | Reduce -1.3% | 1.29% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 2.11% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 0.98% | +0.01 |
| STXE Strive Em Markets Ex-China | Reduce -8.5% | 0.55% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 1.94% | +0.20 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQM Invesco Nasdaq 100 ETF | Add +21.5% | 3.17% | +0.82 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +20.2% | 4.18% | +0.46 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +6.6% | 2.52% | +0.44 |
| PWV Invesco Large Cap Value ETF | New | 0.28% | +0.28 |
| VIOV Vanguard S&P Small-Cap 600 V | Add +6.2% | 3.41% | +0.22 |
| MDY State Street SPDR S&P Midcap | New | 0.20% | +0.20 |
| GOOGL Alphabet Inc. Class A | New | 0.17% | +0.17 |
| PTNQ Pacer Trendpilot 100 ETF | New | 0.17% | +0.17 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +22.9% | 2.55% | +0.17 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.16% | +0.16 |
| VXUS Vanguard Total Intl Stock | New | 0.15% | +0.15 |
| GOOG Alphabet Inc. Class C | New | 0.15% | +0.15 |
| IJH iShares Core S&P Midcap ETF | New | 0.15% | +0.15 |
| VAW Vanguard Materials ETF | New | 0.14% | +0.14 |
| VNQ Vanguard Real Estate ETF | New | 0.14% | +0.14 |
| VONV Vanguard Russell 1000 Value | Add +2.7% | 3.73% | +0.06 |
| DGRO iShares Core Dividend Growth | Add +16.0% | 0.49% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +6.3% | 1.35% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +32.3% | 0.31% | +0.04 |
| STXF Strive 500 ETF | Add +0.2% | 5.05% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.2% | 1.74% | +0.02 |
| NVDA Nvidia Corp. | Add +0.1% | 0.22% | +0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.3% | 0.36% | −0.00 |
| HYBB iShares BB Rated Corp. Bond | Add +11.0% | 0.35% | −0.01 |
| VPU Vanguard Utilities ETF | Add +11.8% | 0.29% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +1.9% | 0.61% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.2% | 0.23% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.2% | 0.79% | −0.01 |
| PFF iShares Preferred & Income S | Add +1.4% | 0.14% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.7% | 1.37% | −0.02 |
| VT Vanguard Tot World STK ETF | Add +0.3% | 4.01% | −0.02 |
| SPHY SS SPDR P High Yield ETF | Add +1.8% | 0.22% | −0.03 |
| MSFT Microsoft Corp. | Add +1.2% | 0.44% | −0.05 |
| VGIT Vanguard Intermediate-Term T | Add +0.7% | 0.50% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Add +3.0% | 1.83% | −0.08 |
| ICSH iShares Ultra Short Duration | Add +2.1% | 0.67% | −0.08 |
| XLE SS Energy Select Sector | Add +3.0% | 0.31% | −0.09 |
| PFFD Global X US Preferred ETF | Add +3.0% | 1.33% | −0.13 |
| BND Vanguard Total Bond Market | Add +6.3% | 1.77% | −0.14 |
| VTIP Vanguard Short-Term Tips | Add +4.3% | 1.78% | −0.17 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.9% | 12.38% | −0.22 |
| AMLP Alerian MLP ETF | Add +3.5% | 2.16% | −0.27 |
| GLDM SPDR Gold Minishares Trust | Add +1.7% | 1.16% | −0.36 |