Hegarty Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Hegarty Advisors, LLC reported 57 stock positions worth $126.8 million. Its top holding was Vanguard Ftse All-World Ex-U (VEU) at 12.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 11.6%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 7.7%). Compared with Q4 2025, it opened 7 new positions, sold out of 5, added to 26 and reduced 16. The biggest buy was a new position in Invesco QQQ Trust Series 1 (QQQ) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- GARDEN CITY, NY
- CIK
- 0002107727
- Portfolio Value
- $126.8M (Q1 2026)
- SEC Filing
- 0002063364-26-000142 ↗ filed Apr 30, 2026
Holdings Value
Holdings 57 stocks · $126.8M
| VEU Vanguard Ftse All-World Ex-U | 12.60% | 212,817 | $16.0M | Add +5.2% |
| VOO Vanguard S&P 500 ETF | 11.58% | 24,579 | $14.7M | Add +1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 7.71% | 45,040 | $9.8M | Add +0.5% |
| STXF Strive 500 ETF | 5.02% | 151,734 | $6.4M | Reduce -1.3% |
| VT Vanguard Tot World STK ETF | 4.03% | 36,982 | $5.1M | Reduce -1.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.71% | 25,561 | $4.7M | Add +57.9% |
| VONV Vanguard Russell 1000 Value | 3.67% | 49,628 | $4.7M | Add +1.7% |
| RSP Invesco S&P 500 Equal Weight | 3.28% | 21,660 | $4.2M | Reduce -16.8% |
| VIOV Vanguard S&P Small-Cap 600 V | 3.19% | 39,797 | $4.0M | Add +8.5% |
| AMLP Alerian MLP ETF | 2.42% | 58,383 | $3.1M | Add +1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.38% | 38,075 | $3.0M | Add +23.0% |
| QQQM Invesco Nasdaq 100 ETF | 2.34% | 12,494 | $3.0M | Reduce -10.4% |
| VTI VG Morningstar TS MKT ETF-US | 2.11% | 8,337 | $2.7M | Reduce -0.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.08% | 33,515 | $2.6M | Add +80.2% |
| VTIP Vanguard Short-Term Tips | 1.95% | 49,516 | $2.5M | Add +1.2% |
| BND Vanguard Total Bond Market | 1.92% | 33,025 | $2.4M | Add +9.9% |
| VYM Vanguard High DVD Yield ETF | 1.90% | 16,290 | $2.4M | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.74% | 3,832 | $2.2M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.72% | 3,349 | $2.2M | Add +1.1% |
| VWO Vanguard Ftse Emerging Marke | 1.59% | 37,274 | $2.0M | Reduce -18.6% |
| GLDM SPDR Gold Minishares Trust | 1.52% | 20,790 | $1.9M | New |
| PFFD Global X US Preferred ETF | 1.46% | 100,740 | $1.9M | Add +1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.39% | 8,954 | $1.8M | Reduce -1.3% |
| SIVR Abrdn Physical Silver Shares | 1.32% | 23,309 | $1.7M | New |
| VEA Vanguard Ftse Developed ETF | 1.31% | 25,955 | $1.7M | Add +1.6% |
| AAPL Apple Inc. | 1.31% | 6,553 | $1.7M | New |
| VGSH Vanguard Short-Term Treasury | 1.27% | 27,537 | $1.6M | Reduce -8.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.97% | 4,714 | $1.2M | Reduce -0.9% |
| MTBA Simplify MBS ETF | 0.86% | 22,007 | $1.1M | Add +220.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.80% | 3,543 | $1.0M | Add +29.4% |
| PDBA Invesco Agriculture Cmdtyk-1 | 0.76% | 26,357 | $961K | Reduce -11.6% |
| ICSH iShares Ultra Short Duration | 0.75% | 18,833 | $953K | Add +31.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.68% | 7,503 | $862K | Add +4.1% |
| GS Goldman Sachs Group Inc. | 0.65% | 979 | $828K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.63% | 3,689 | $793K | Add +15.5% |
| VGIT Vanguard Intermediate-Term T | 0.57% | 12,174 | $725K | Reduce -0.8% |
| STXE Strive Em Markets Ex-China | 0.51% | 16,603 | $649K | Reduce -36.5% |
| AMZN Amazon.com Inc. | 0.51% | 3,082 | $642K | New |
| MSFT Microsoft Corp. | 0.49% | 1,694 | $627K | No change |
| DGRO iShares Core Dividend Growth | 0.45% | 8,148 | $572K | Add +15.1% |
| JPM JPMorgan Chase & Co. | 0.44% | 1,883 | $554K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 1,257 | $549K | Add +12.0% |
| XLE SS Energy Select Sector | 0.39% | 8,170 | $500K | Reduce -1.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.37% | 1,008 | $467K | Reduce -1.0% |
| HYBB iShares BB Rated Corp. Bond | 0.36% | 9,829 | $457K | Add +35.1% |
| IVV iShares Core S&P 500 ETF | 0.33% | 647 | $423K | No change |
| VPU Vanguard Utilities ETF | 0.30% | 1,940 | $384K | Reduce -8.1% |
| VCIT Vanguard Int-Term Corporate | 0.27% | 4,163 | $345K | Reduce -2.4% |
| TIP iShares Tips Bond ETF | 0.26% | 2,939 | $324K | No change |
| SPHY SS SPDR P High Yield ETF | 0.25% | 13,413 | $313K | Add +1.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.24% | 5,369 | $304K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 628 | $301K | New |
| NVDA Nvidia Corp. | 0.22% | 1,588 | $277K | No change |
| IWB iShares Russell 1000 ETF | 0.21% | 749 | $267K | No change |
| EEM iShares MSCI Emerging Market | 0.20% | 4,489 | $255K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 1,325 | $225K | New |
| PFF iShares Preferred & Income S | 0.16% | 6,619 | $201K | Add +0.5% |
Portfolio Sells Q4 2025 → Q1 2026
| RSP Invesco S&P 500 Equal Weight | Reduce -16.8% | 3.28% | −1.05 |
| STXF Strive 500 ETF | Reduce -1.3% | 5.02% | −0.86 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -10.4% | 2.34% | −0.72 |
| VT Vanguard Tot World STK ETF | Reduce -1.6% | 4.03% | −0.57 |
| VWO Vanguard Ftse Emerging Marke | Reduce -18.6% | 1.59% | −0.55 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 2.11% | −0.32 |
| STXE Strive Em Markets Ex-China | Reduce -36.5% | 0.51% | −0.30 |
| ELM Elm Market Navigator ETF | Sold out | 0.00% | −0.30 |
| VGSH Vanguard Short-Term Treasury | Reduce -8.4% | 1.27% | −0.26 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.19 |
| PTNQ Pacer Trendpilot 100 ETF | Sold out | 0.00% | −0.19 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.18 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.18 |
| PDBA Invesco Agriculture Cmdtyk-1 | Reduce -11.6% | 0.76% | −0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.3% | 1.39% | −0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.9% | 0.97% | −0.09 |
| VGIT Vanguard Intermediate-Term T | Reduce -0.8% | 0.57% | −0.07 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.0% | 0.37% | −0.06 |
| VCIT Vanguard Int-Term Corporate | Reduce -2.4% | 0.27% | −0.04 |
| VPU Vanguard Utilities ETF | Reduce -8.1% | 0.30% | −0.04 |
| XLE SS Energy Select Sector | Reduce -1.9% | 0.39% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | New | 1.74% | +1.74 |
| GLDM SPDR Gold Minishares Trust | New | 1.52% | +1.52 |
| SIVR Abrdn Physical Silver Shares | New | 1.32% | +1.32 |
| AAPL Apple Inc. | New | 1.31% | +1.31 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +57.9% | 3.71% | +1.22 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +80.2% | 2.08% | +0.90 |
| MTBA Simplify MBS ETF | Add +220.2% | 0.86% | +0.56 |
| AMZN Amazon.com Inc. | New | 0.51% | +0.51 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.24% | +0.24 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +23.0% | 2.38% | +0.24 |
| XOM Exxon Mobil Corp. | New | 0.18% | +0.18 |
| ICSH iShares Ultra Short Duration | Add +31.3% | 0.75% | +0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +29.4% | 0.80% | +0.11 |
| VIOV Vanguard S&P Small-Cap 600 V | Add +8.5% | 3.19% | +0.08 |
| AMLP Alerian MLP ETF | Add +1.0% | 2.42% | +0.06 |
| HYBB iShares BB Rated Corp. Bond | Add +35.1% | 0.36% | +0.06 |
| DGRO iShares Core Dividend Growth | Add +15.1% | 0.45% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +15.5% | 0.63% | +0.02 |
| BND Vanguard Total Bond Market | Add +9.9% | 1.92% | −0.01 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +4.1% | 0.68% | −0.02 |
| PFF iShares Preferred & Income S | Add +0.5% | 0.16% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.2% | 0.24% | −0.02 |
| SPHY SS SPDR P High Yield ETF | Add +1.1% | 0.25% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +12.0% | 0.43% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.6% | 1.31% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Add +2.3% | 1.90% | −0.08 |
| VTIP Vanguard Short-Term Tips | Add +1.2% | 1.95% | −0.15 |
| PFFD Global X US Preferred ETF | Add +1.8% | 1.46% | −0.16 |
| VONV Vanguard Russell 1000 Value | Add +1.7% | 3.67% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 1.72% | −0.24 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.2% | 12.60% | −0.32 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 7.71% | −0.53 |
| VOO Vanguard S&P 500 ETF | Add +1.8% | 11.58% | −1.57 |