Investor
Hegarty Advisors, LLC
CIK 0002107727 · filed 2026-04-30 · SEC filing
13F book
$126.8M
Positions
57
7 new · 5 sold
Largest name
12.6%
Vanguard Intl Equity Index F
Est. mark
−$234.5K
Price effect on 50 names still held. Flow $11.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Intl Equity Index F | — | 212.8K | $16M | 12.6% | $312.4K | Added$1.1M |
| Vanguard Index Fds | — | 24.6K | $14.7M | 11.6% | −$715.6K | Added−$455.7K |
| Vanguard Index Fds | — | 45K | $9.78M | 7.7% | $243.2K | Added$292.8K |
| Ea Series Trust | — | 151.7K | $6.37M | 5.0% | −$320.9K | Cut−$406.4K |
| Vanguard Intl Equity Index F | — | 37K | $5.12M | 4.0% | −$101.4K | Cut−$188.1K |
| Vanguard Index Fds | — | 25.6K | $4.71M | 3.7% | $111.4K | Added$1.84M |
| Vanguard Scottsdale Fds | — | 49.6K | $4.65M | 3.7% | $70K | Added$149K |
| Invesco Exchange Traded Fd T | — | 21.7K | $4.16M | 3.3% | $7.36K | Cut−$827.7K |
| Vanguard Admiral Fds Inc | — | 39.8K | $4.05M | 3.2% | $145.6K | Added$463.9K |
| Alps Etf Tr | — | 58.4K | $3.07M | 2.4% | $324.7K | Added$356.4K |
| Vanguard Scottsdale Fds | — | 38.1K | $3.02M | 2.4% | −$14.2K | Added$549.8K |
| Invesco Exch Traded Fd Tr Ii | — | 12.5K | $2.97M | 2.3% | −$192.6K | Cut−$560.5K |
| Vanguard Index Fds | — | 8.34K | $2.67M | 2.1% | −$120.6K | Cut−$127.3K |
| Ishares Inc | — | 33.5K | $2.64M | 2.1% | $111.4K | Added$1.28M |
| Vanguard Malvern Fds | — | 49.5K | $2.47M | 1.9% | $24.1K | Added$53.6K |
| Vanguard Bd Index Fds | — | 33K | $2.43M | 1.9% | −$13.2K | Added$206.4K |
| Vanguard Whitehall Fds | — | 16.3K | $2.41M | 1.9% | $72.7K | Added$126.8K |
| Invesco Qqq Tr | — | 3.83K | $2.21M | 1.7% | — | New |
| Spdr S&P 500 Etf Tr | — | 3.35K | $2.18M | 1.7% | −$103.8K | Added−$79.1K |
| Vanguard Intl Equity Index F | — | 37.3K | $2.01M | 1.6% | $10.7K | Cut−$446.7K |
| World Gold Tr | — | 20.8K | $1.93M | 1.5% | — | New |
| Global X Fds | — | 100.7K | $1.85M | 1.5% | −$50.4K | Added−$17.6K |
| Vanguard Index Fds | — | 8.95K | $1.76M | 1.4% | $46.6K | Cut$24.7K |
| Abrdn Silver Etf Trust | SIVR | 23.3K | $1.67M | 1.3% | — | New |
| Vanguard Tax-Managed Fds | — | 26K | $1.66M | 1.3% | $40.9K | Added$67.7K |
| Apple Inc. | AAPL | 6.55K | $1.66M | 1.3% | — | New |
| Vanguard Scottsdale Fds | — | 27.5K | $1.61M | 1.3% | −$5K | Cut−$152.9K |
| Vanguard Index Fds | — | 4.71K | $1.23M | 1.0% | $17.1K | Cut$5.5K |
| Simplify Exchange Traded Fun | — | 22K | $1.09M | 0.9% | −$6.53K | Added$742K |
| Vanguard Index Fds | — | 3.54K | $1.02M | 0.8% | −$8.82K | Added$222.6K |
| Invesco Actvely Mngd Etc Fd | — | 26.4K | $961.2K | 0.8% | $65.1K | Cut−$52.3K |
| Ishares Tr | — | 18.8K | $953.3K | 0.8% | $699 | Added$227.7K |
| Vanguard Admiral Fds Inc | — | 7.5K | $861.6K | 0.7% | $27.8K | Added$61.4K |
| Goldman Sachs Group Inc | — | 979 | $828.2K | 0.7% | −$32.3K | Held |
| Vanguard Specialized Funds | — | 3.69K | $793.4K | 0.6% | −$15.4K | Added$90.8K |
| Vanguard Scottsdale Fds | — | 12.2K | $725K | 0.6% | −$4.65K | Cut−$10.6K |
| Ea Series Trust | — | 16.6K | $648.9K | 0.5% | $52.5K | Cut−$291.1K |
| Amazon Com Inc | AMZN | 3.08K | $641.9K | 0.5% | — | New |
| Microsoft Corp | MSFT | 1.69K | $627.1K | 0.5% | −$192.2K | Held |
| Ishares Tr | — | 8.15K | $571.8K | 0.5% | $5.37K | Added$80.2K |
| Jpmorgan Chase & Co. | — | 1.88K | $553.9K | 0.4% | −$52.8K | Held |
| Vanguard Growth Etf | — | 1.26K | $549.1K | 0.4% | −$57.2K | Added$1.78K |
| Select Sector Spdr Tr | — | 8.17K | $500.5K | 0.4% | $135.2K | Cut$128.1K |
| Spdr Dow Jones Indl Average | — | 1.01K | $466.9K | 0.4% | −$17.3K | Cut−$22.1K |
| Ishares Tr | — | 9.83K | $457K | 0.4% | −$4.65K | Added$114K |
| Ishares Tr | — | 647 | $422.6K | 0.3% | −$20.5K | Held |
| Vanguard World Fd | — | 1.94K | $384.4K | 0.3% | $25.9K | Cut−$5.89K |
| Vanguard Scottsdale Fds | — | 4.16K | $344.5K | 0.3% | −$3.95K | Cut−$12.6K |
| Ishares Tr | — | 2.94K | $324.3K | 0.3% | $1.32K | Held |
| State Srt Spdr Prtfl Hgh | — | 13.4K | $312.8K | 0.2% | −$4.62K | Added−$1.05K |
| Spdr Series Trust | — | 5.37K | $303.8K | 0.2% | −$1.22K | Added−$601 |
| Berkshire Hathaway Inc Del | — | 628 | $300.9K | 0.2% | — | New |
| Nvidia Corp | NVDA | 1.59K | $277K | 0.2% | −$19.2K | Held |
| Ishares Tr | — | 749 | $267.1K | 0.2% | −$12.6K | Held |
| Ishares Tr | — | 4.49K | $254.9K | 0.2% | $9.34K | Held |
| Exxon Mobil Corp | — | 1.32K | $224.8K | 0.2% | — | New |
| Ishares Tr | — | 6.62K | $200.7K | 0.2% | −$4.22K | Added−$3.22K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.