Hegarty Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Hegarty Advisors, LLC reported 55 stock positions worth $115.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.1% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 12.9%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 8.2%).
- Most Recent 13F
- Q2 2026
- Location
- GARDEN CITY, NY
- CIK
- 0002107727
- Portfolio Value
- $115.2M (Q4 2025)
- SEC Filing
- 0002063364-26-000042 ↗ filed Jan 29, 2026
Holdings Value
Holdings 55 stocks · $115.2M
| VOO Vanguard S&P 500 ETF | 13.14% | 24,144 | $15.1M | — |
| VEU Vanguard Ftse All-World Ex-U | 12.92% | 202,351 | $14.9M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 8.24% | 44,812 | $9.5M | — |
| STXF Strive 500 ETF | 5.88% | 153,675 | $6.8M | — |
| VT Vanguard Tot World STK ETF | 4.60% | 37,597 | $5.3M | — |
| RSP Invesco S&P 500 Equal Weight | 4.33% | 26,019 | $5.0M | — |
| VONV Vanguard Russell 1000 Value | 3.91% | 48,786 | $4.5M | — |
| VIOV Vanguard S&P Small-Cap 600 V | 3.11% | 36,668 | $3.6M | — |
| QQQM Invesco Nasdaq 100 ETF | 3.06% | 13,948 | $3.5M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.49% | 16,189 | $2.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.43% | 8,357 | $2.8M | — |
| AMLP Alerian MLP ETF | 2.36% | 57,780 | $2.7M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 2.14% | 30,960 | $2.5M | — |
| VWO Vanguard Ftse Emerging Marke | 2.14% | 45,783 | $2.5M | — |
| VTIP Vanguard Short-Term Tips | 2.10% | 48,927 | $2.4M | — |
| VYM Vanguard High DVD Yield ETF | 1.98% | 15,925 | $2.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.96% | 3,311 | $2.3M | — |
| BND Vanguard Total Bond Market | 1.93% | 30,043 | $2.2M | — |
| PFFD Global X US Preferred ETF | 1.62% | 98,955 | $1.9M | — |
| VGSH Vanguard Short-Term Treasury | 1.53% | 30,056 | $1.8M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.50% | 9,069 | $1.7M | — |
| VEA Vanguard Ftse Developed ETF | 1.39% | 25,537 | $1.6M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.17% | 18,603 | $1.4M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.07% | 4,759 | $1.2M | — |
| PDBA Invesco Agriculture Cmdtyk-1 | 0.88% | 29,810 | $1.0M | — |
| STXE Strive Em Markets Ex-China | 0.82% | 26,167 | $940K | — |
| GS Goldman Sachs Group Inc. | 0.75% | 979 | $861K | — |
| MSFT Microsoft Corp. | 0.71% | 1,694 | $819K | — |
| VIOO Vanguard S&P Small-Cap 600 E | 0.69% | 7,210 | $800K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.69% | 2,737 | $795K | — |
| VGIT Vanguard Intermediate-Term T | 0.64% | 12,274 | $736K | — |
| ICSH iShares Ultra Short Duration | 0.63% | 14,348 | $726K | — |
| VIG Vanguard Dividend Apprec ETF | 0.61% | 3,195 | $703K | — |
| JPM JPMorgan Chase & Co. | 0.53% | 1,883 | $607K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.48% | 1,122 | $547K | — |
| DGRO iShares Core Dividend Growth | 0.43% | 7,082 | $492K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.42% | 1,018 | $489K | — |
| IVV iShares Core S&P 500 ETF | 0.38% | 647 | $443K | — |
| VPU Vanguard Utilities ETF | 0.34% | 2,112 | $390K | — |
| XLE SS Energy Select Sector | 0.32% | 8,328 | $372K | — |
| VCIT Vanguard Int-Term Corporate | 0.31% | 4,266 | $357K | — |
| ELM Elm Market Navigator ETF | 0.30% | 12,735 | $347K | — |
| MTBA Simplify MBS ETF | 0.30% | 6,872 | $346K | — |
| HYBB iShares BB Rated Corp. Bond | 0.30% | 7,277 | $343K | — |
| TIP iShares Tips Bond ETF | 0.28% | 2,939 | $323K | — |
| SPHY SS SPDR P High Yield ETF | 0.27% | 13,260 | $314K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.26% | 5,358 | $304K | — |
| NVDA Nvidia Corp. | 0.26% | 1,588 | $296K | — |
| IWB iShares Russell 1000 ETF | 0.24% | 749 | $280K | — |
| EEM iShares MSCI Emerging Market | 0.21% | 4,489 | $246K | — |
| VNQ Vanguard Real Estate ETF | 0.19% | 2,445 | $216K | — |
| PTNQ Pacer Trendpilot 100 ETF | 0.19% | 2,732 | $215K | — |
| GOOGL Alphabet Inc. Class A | 0.18% | 680 | $213K | — |
| META Meta Platforms Inc. Class A | 0.18% | 318 | $210K | — |
| PFF iShares Preferred & Income S | 0.18% | 6,586 | $204K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.