Hippocratic Financial Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Hippocratic Financial Advisors, LLC reported 24 stock positions worth $187.2 million. Its top holding was iShares Russell 1000 ETF (IWB) at 23.5% of the portfolio, followed by Dimensional US High Profi Et (DUHP, 13.0%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 11.7%). Compared with Q1 2025, it opened 4 new positions, added to 9 and reduced 9. The biggest buy was a new position in iShares Russell 1000 ETF (IWB) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002055803
- Portfolio Value
- $187.2M (Q2 2025)
- SEC Filing
- 0002055803-25-000006 ↗ filed Jul 15, 2025
Holdings Value
Holdings 24 stocks · $187.2M
| IWB iShares Russell 1000 ETF | 23.52% | 129,694 | $44.0M | New |
| DUHP Dimensional US High Profi Et | 13.02% | 685,215 | $24.4M | Add +37.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 11.72% | 239,153 | $21.9M | Add +50.1% |
| DMX Doubleline Multi-Sec Inc. ETF | 11.66% | 432,891 | $21.8M | New |
| DFIC Dimensional International Co. | 8.69% | 523,024 | $16.3M | Add +34.7% |
| DFAC Dimensional US Core Equity 2 | 5.38% | 281,270 | $10.1M | Reduce -83.0% |
| DFEM Dimensional Emrg MRKT Core | 4.04% | 254,889 | $7.6M | Add +1.5% |
| DBND Doubleline Oppor Cor BND-Usd | 3.49% | 141,462 | $6.5M | New |
| DFSV Dimensional US Small Cap Val | 2.74% | 174,276 | $5.1M | Add +0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.53% | 58,098 | $4.7M | New |
| VYM Vanguard High DVD Yield ETF | 2.29% | 32,200 | $4.3M | Reduce -74.7% |
| VDC Vanguard Consumer Staple ETF | 2.25% | 19,254 | $4.2M | Add +1222.4% |
| INDA iShares MSCI India ETF | 1.69% | 56,766 | $3.2M | Reduce -1.3% |
| DFSD Dimensional Short Duration | 1.60% | 62,336 | $3.0M | Reduce -88.1% |
| DFIV Dimensional International Va | 1.28% | 56,170 | $2.4M | Add +15.0% |
| IBIT iShares Bitcoin Trust ETF | 1.16% | 35,497 | $2.2M | Add +47.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 3,465 | $2.1M | Reduce -2.6% |
| DFCF Dimensional Core Fixed Inc. | 0.59% | 26,202 | $1.1M | Reduce -86.5% |
| DFAW Dimensional World Eqty ETF | 0.29% | 8,043 | $540K | Add +7.5% |
| NVDA Nvidia Corp. | 0.22% | 2,655 | $419K | Reduce -7.1% |
| EFV iShares MSCI Eafe Value ETF | 0.20% | 5,755 | $365K | No change |
| AGG iShares Core U.S. Aggregate | 0.17% | 3,124 | $310K | No change |
| AAPL Apple Inc. | 0.16% | 1,456 | $299K | Reduce -5.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 1,495 | $292K | Reduce -10.9% |
Portfolio Sells Q1 2025 → Q2 2025
| DFAC Dimensional US Core Equity 2 | Reduce -83.0% | 5.38% | −27.09 |
| DFSD Dimensional Short Duration | Reduce -88.1% | 1.60% | −13.26 |
| VYM Vanguard High DVD Yield ETF | Reduce -74.7% | 2.29% | −7.48 |
| DFCF Dimensional Core Fixed Inc. | Reduce -86.5% | 0.59% | −4.26 |
| INDA iShares MSCI India ETF | Reduce -1.3% | 1.69% | −0.07 |
| AAPL Apple Inc. | Reduce -5.9% | 0.16% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 1.14% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -10.9% | 0.16% | −0.03 |
| NVDA Nvidia Corp. | Reduce -7.1% | 0.22% | +0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| IWB iShares Russell 1000 ETF | New | 23.52% | +23.52 |
| DMX Doubleline Multi-Sec Inc. ETF | New | 11.66% | +11.66 |
| DBND Doubleline Oppor Cor BND-Usd | New | 3.49% | +3.49 |
| DUHP Dimensional US High Profi Et | Add +37.1% | 13.02% | +3.15 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +50.1% | 11.72% | +3.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 2.53% | +2.53 |
| DFIC Dimensional International Co. | Add +34.7% | 8.69% | +2.27 |
| VDC Vanguard Consumer Staple ETF | Add +1222.4% | 2.25% | +2.06 |
| IBIT iShares Bitcoin Trust ETF | Add +47.8% | 1.16% | +0.49 |
| DFIV Dimensional International Va | Add +15.0% | 1.28% | +0.14 |
| DFEM Dimensional Emrg MRKT Core | Add +1.5% | 4.04% | +0.08 |
| DFAW Dimensional World Eqty ETF | Add +7.5% | 0.29% | +0.02 |
| DFSV Dimensional US Small Cap Val | Add +0.2% | 2.74% | −0.18 |
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 |