Hippocratic Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Hippocratic Financial Advisors, LLC reported 27 stock positions worth $207.9 million. Its top holding was iShares Russell 1000 ETF (IWB) at 23.3% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 13.0%) and Dimensional US High Profi Et (DUHP, 12.9%). Compared with Q2 2025, it opened 4 new positions, sold out of 1, added to 14 and reduced 7. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +23%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002055803
- Portfolio Value
- $207.9M (Q3 2025)
- SEC Filing
- 0002055803-25-000008 ↗ filed Oct 27, 2025
Holdings Value
Holdings 27 stocks · $207.9M
| IWB iShares Russell 1000 ETF | 23.33% | 132,706 | $48.5M | Add +2.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 13.02% | 294,853 | $27.1M | Add +23.3% |
| DUHP Dimensional US High Profi Et | 12.93% | 711,640 | $26.9M | Add +3.9% |
| DMX Doubleline Multi-Sec Inc. ETF | 11.64% | 477,047 | $24.2M | Add +10.2% |
| DFIC Dimensional International Co. | 8.51% | 539,287 | $17.7M | Add +3.1% |
| DFAC Dimensional US Core Equity 2 | 5.13% | 276,252 | $10.7M | Reduce -1.8% |
| DFEM Dimensional Emrg MRKT Core | 3.97% | 257,084 | $8.2M | Add +0.9% |
| DBND Doubleline Oppor Cor BND-Usd | 3.54% | 158,319 | $7.4M | Add +11.9% |
| DFSV Dimensional US Small Cap Val | 2.69% | 175,364 | $5.6M | Add +0.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.57% | 61,299 | $5.3M | Add +5.5% |
| VDC Vanguard Consumer Staple ETF | 2.15% | 20,930 | $4.5M | Add +8.7% |
| VYM Vanguard High DVD Yield ETF | 2.08% | 30,685 | $4.3M | Reduce -4.7% |
| INDA iShares MSCI India ETF | 1.49% | 59,368 | $3.1M | Add +4.6% |
| DFSD Dimensional Short Duration | 1.39% | 59,792 | $2.9M | Reduce -4.1% |
| DFIV Dimensional International Va | 1.38% | 62,196 | $2.9M | Add +10.7% |
| IBIT iShares Bitcoin Trust ETF | 1.16% | 36,996 | $2.4M | Add +4.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.11% | 3,467 | $2.3M | Add +0.1% |
| DFCF Dimensional Core Fixed Inc. | 0.51% | 24,893 | $1.1M | Reduce -5.0% |
| NVDA Nvidia Corp. | 0.24% | 2,648 | $494K | Reduce -0.3% |
| DFAW Dimensional World Eqty ETF | 0.23% | 6,590 | $474K | Reduce -18.1% |
| EFV iShares MSCI Eafe Value ETF | 0.19% | 5,755 | $390K | No change |
| AAPL Apple Inc. | 0.18% | 1,456 | $371K | No change |
| SCHX Schwab US Large-Cap ETF | 0.15% | 11,471 | $302K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 1,323 | $276K | Reduce -11.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 2,736 | $214K | New |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 3,798 | $206K | New |
| MSFT Microsoft Corp. | 0.10% | 396 | $205K | New |
Portfolio Sells Q2 2025 → Q3 2025
| DFAC Dimensional US Core Equity 2 | Reduce -1.8% | 5.13% | −0.26 |
| DFSD Dimensional Short Duration | Reduce -4.1% | 1.39% | −0.21 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.7% | 2.08% | −0.21 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.17 |
| DFCF Dimensional Core Fixed Inc. | Reduce -5.0% | 0.51% | −0.08 |
| DFAW Dimensional World Eqty ETF | Reduce -18.1% | 0.23% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -11.5% | 0.13% | −0.02 |
| NVDA Nvidia Corp. | Reduce -0.3% | 0.24% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +23.3% | 13.02% | +1.30 |
| SCHX Schwab US Large-Cap ETF | New | 0.15% | +0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.10% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | New | 0.10% | +0.10 |
| MSFT Microsoft Corp. | New | 0.10% | +0.10 |
| DFIV Dimensional International Va | Add +10.7% | 1.38% | +0.10 |
| DBND Doubleline Oppor Cor BND-Usd | Add +11.9% | 3.54% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +5.5% | 2.57% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +4.2% | 1.16% | −0.00 |
| DMX Doubleline Multi-Sec Inc. ETF | Add +10.2% | 11.64% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 1.11% | −0.03 |
| DFSV Dimensional US Small Cap Val | Add +0.6% | 2.69% | −0.05 |
| DFEM Dimensional Emrg MRKT Core | Add +0.9% | 3.97% | −0.07 |
| DUHP Dimensional US High Profi Et | Add +3.9% | 12.93% | −0.08 |
| VDC Vanguard Consumer Staple ETF | Add +8.7% | 2.15% | −0.10 |
| DFIC Dimensional International Co. | Add +3.1% | 8.51% | −0.18 |
| IWB iShares Russell 1000 ETF | Add +2.3% | 23.33% | −0.19 |
| INDA iShares MSCI India ETF | Add +4.6% | 1.49% | −0.20 |
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 |