Hippocratic Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Hippocratic Financial Advisors, LLC reported 28 stock positions worth $216.9 million. Its top holding was iShares Russell 1000 ETF (IWB) at 24.2% of the portfolio, followed by Dimensional US High Profi Et (DUHP, 13.4%) and Doubleline Multi-Sec Inc. ETF (DMX, 12.6%). Compared with Q3 2025, it opened 2 new positions, sold out of 1, added to 14 and reduced 6. The biggest buy was Doubleline Multi-Sec Inc. ETF (DMX, shares +13%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002055803
- Portfolio Value
- $216.9M (Q4 2025)
- SEC Filing
- 0002055803-26-000001 ↗ filed Jan 20, 2026
Holdings Value
Holdings 28 stocks · $216.9M
| IWB iShares Russell 1000 ETF | 24.19% | 140,497 | $52.5M | Add +5.9% |
| DUHP Dimensional US High Profi Et | 13.43% | 765,881 | $29.1M | Add +7.6% |
| DMX Doubleline Multi-Sec Inc. ETF | 12.57% | 539,903 | $27.3M | Add +13.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 9.43% | 223,947 | $20.5M | Reduce -24.1% |
| DFIC Dimensional International Co. | 8.97% | 564,385 | $19.4M | Add +4.7% |
| DFAC Dimensional US Core Equity 2 | 4.98% | 272,913 | $10.8M | Reduce -1.2% |
| DFEM Dimensional Emrg MRKT Core | 4.06% | 266,474 | $8.8M | Add +3.6% |
| DBND Doubleline Oppor Cor BND-Usd | 3.85% | 180,353 | $8.4M | Add +13.9% |
| DFSV Dimensional US Small Cap Val | 2.73% | 180,097 | $5.9M | Add +2.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.72% | 138,098 | $5.9M | Add +12.6% |
| VDC Vanguard Consumer Staple ETF | 2.40% | 24,644 | $5.2M | Add +17.7% |
| VYM Vanguard High DVD Yield ETF | 2.02% | 30,497 | $4.4M | Reduce -0.6% |
| INDA iShares MSCI India ETF | 1.64% | 65,782 | $3.6M | Add +10.8% |
| DFIV Dimensional International Va | 1.59% | 69,059 | $3.4M | Add +11.0% |
| DFSD Dimensional Short Duration | 1.31% | 59,099 | $2.8M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.09% | 3,460 | $2.4M | Reduce -0.2% |
| IBIT iShares Bitcoin Trust ETF | 1.07% | 46,749 | $2.3M | Add +26.4% |
| DFCF Dimensional Core Fixed Inc. | 0.48% | 24,242 | $1.0M | Reduce -2.6% |
| DFAW Dimensional World Eqty ETF | 0.23% | 6,709 | $496K | Add +1.8% |
| NVDA Nvidia Corp. | 0.23% | 2,648 | $494K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.19% | 5,755 | $411K | No change |
| AAPL Apple Inc. | 0.18% | 1,456 | $396K | No change |
| SCHX Schwab US Large-Cap ETF | 0.14% | 11,471 | $309K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 1,323 | $280K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 2,744 | $220K | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 3,798 | $204K | No change |
| AMZN Amazon.com Inc. | 0.09% | 884 | $204K | New |
| TSLA Tesla Inc. | 0.09% | 447 | $201K | New |
Portfolio Sells Q3 2025 → Q4 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -24.1% | 9.43% | −3.58 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.2% | 4.98% | −0.15 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.10 |
| DFSD Dimensional Short Duration | Reduce -1.2% | 1.31% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.6% | 2.02% | −0.06 |
| DFCF Dimensional Core Fixed Inc. | Reduce -2.6% | 0.48% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 1.09% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| DMX Doubleline Multi-Sec Inc. ETF | Add +13.2% | 12.57% | +0.94 |
| IWB iShares Russell 1000 ETF | Add +5.9% | 24.19% | +0.85 |
| DUHP Dimensional US High Profi Et | Add +7.6% | 13.43% | +0.49 |
| DFIC Dimensional International Co. | Add +4.7% | 8.97% | +0.46 |
| DBND Doubleline Oppor Cor BND-Usd | Add +13.9% | 3.85% | +0.31 |
| VDC Vanguard Consumer Staple ETF | Add +17.7% | 2.40% | +0.25 |
| DFIV Dimensional International Va | Add +11.0% | 1.59% | +0.21 |
| INDA iShares MSCI India ETF | Add +10.8% | 1.64% | +0.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +12.6% | 2.72% | +0.15 |
| DFEM Dimensional Emrg MRKT Core | Add +3.6% | 4.06% | +0.10 |
| AMZN Amazon.com Inc. | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| DFSV Dimensional US Small Cap Val | Add +2.7% | 2.73% | +0.04 |
| DFAW Dimensional World Eqty ETF | Add +1.8% | 0.23% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.3% | 0.10% | −0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +26.4% | 1.07% | −0.09 |
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 |