Hippocratic Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Hippocratic Financial Advisors, LLC reported 20 stock positions worth $168.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 32.5% of the portfolio, followed by Dimensional Short Duration (DFSD, 14.9%) and Dimensional US High Profi Et (DUHP, 9.9%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 14 and reduced 4. The biggest buy was a new position in SS SPDR BB 1-3M T-Bill ETF (BIL) and the biggest sale an exit from Tesla (TSLA).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002055803
- Portfolio Value
- $168.0M (Q1 2025)
- SEC Filing
- 0002055803-25-000004 ↗ filed May 1, 2025
Holdings Value
Holdings 20 stocks · $168.0M
| DFAC Dimensional US Core Equity 2 | 32.47% | 1,653,037 | $54.5M | Add +10.6% |
| DFSD Dimensional Short Duration | 14.86% | 525,264 | $25.0M | Add +7.8% |
| DUHP Dimensional US High Profi Et | 9.86% | 499,943 | $16.6M | Add +9.6% |
| VYM Vanguard High DVD Yield ETF | 9.77% | 127,268 | $16.4M | Add +0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 8.70% | 159,286 | $14.6M | New |
| DFIC Dimensional International Co. | 6.42% | 388,320 | $10.8M | Add +4.6% |
| DFCF Dimensional Core Fixed Inc. | 4.85% | 193,789 | $8.2M | Add +7.1% |
| DFEM Dimensional Emrg MRKT Core | 3.96% | 251,211 | $6.6M | Add +7.6% |
| DFSV Dimensional US Small Cap Val | 2.91% | 173,901 | $4.9M | Add +13.1% |
| INDA iShares MSCI India ETF | 1.76% | 57,487 | $3.0M | Add +14.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 3,558 | $2.0M | Add +1.4% |
| DFIV Dimensional International Va | 1.14% | 48,855 | $1.9M | Add +0.4% |
| IBIT iShares Bitcoin Trust ETF | 0.67% | 24,015 | $1.1M | Add +434.6% |
| DFAW Dimensional World Eqty ETF | 0.27% | 7,479 | $458K | Add +0.6% |
| AAPL Apple Inc. | 0.20% | 1,547 | $344K | Add +10.9% |
| EFV iShares MSCI Eafe Value ETF | 0.20% | 5,755 | $339K | Reduce -10.0% |
| VDC Vanguard Consumer Staple ETF | 0.19% | 1,456 | $319K | Reduce -8.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 1,678 | $313K | No change |
| NVDA Nvidia Corp. | 0.18% | 2,859 | $310K | Reduce -4.9% |
| AGG iShares Core U.S. Aggregate | 0.18% | 3,124 | $309K | Reduce -7.7% |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Sold out | 0.00% | −0.21 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.19 |
| NVDA Nvidia Corp. | Reduce -4.9% | 0.18% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -7.7% | 0.18% | −0.04 |
| VDC Vanguard Consumer Staple ETF | Reduce -8.3% | 0.19% | −0.04 |
| EFV iShares MSCI Eafe Value ETF | Reduce -10.0% | 0.20% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 8.70% | +8.70 |
| IBIT iShares Bitcoin Trust ETF | Add +434.6% | 0.67% | +0.50 |
| AAPL Apple Inc. | Add +10.9% | 0.20% | −0.04 |
| DFAW Dimensional World Eqty ETF | Add +0.6% | 0.27% | −0.05 |
| DFIV Dimensional International Va | Add +0.4% | 1.14% | −0.06 |
| INDA iShares MSCI India ETF | Add +14.3% | 1.76% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 1.19% | −0.24 |
| DFIC Dimensional International Co. | Add +4.6% | 6.42% | −0.25 |
| DFEM Dimensional Emrg MRKT Core | Add +7.6% | 3.96% | −0.29 |
| DFCF Dimensional Core Fixed Inc. | Add +7.1% | 4.85% | −0.34 |
| DFSV Dimensional US Small Cap Val | Add +13.1% | 2.91% | −0.38 |
| DUHP Dimensional US High Profi Et | Add +9.6% | 9.86% | −0.85 |
| DFSD Dimensional Short Duration | Add +7.8% | 14.86% | −1.02 |
| VYM Vanguard High DVD Yield ETF | Add +0.3% | 9.77% | −1.48 |
| DFAC Dimensional US Core Equity 2 | Add +10.6% | 32.47% | −3.47 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 39 | $265.1M | IWB, DUHP, BIL, DMX, DFIC |
| Q1 2026 | 33 | $228.0M | IWB, DUHP, DMX, BIL, DFIC |
| Q4 2025 | 28 | $216.9M | IWB, DUHP, DMX, BIL, DFIC |
| Q3 2025 | 27 | $207.9M | IWB, BIL, DUHP, DMX, DFIC |
| Q2 2025 | 24 | $187.2M | IWB, DUHP, BIL, DMX, DFIC |
| Q1 2025 | 20 | $168.0M | DFAC, DFSD, DUHP, VYM, BIL |
| Q4 2024 | 21 | $143.9M | DFAC, DFSD, VYM, DUHP, DFIC |