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Portfolio (Quarterly) Guide ↗

Hegarty Advisors, LLC

· CIK 0002107727
13F Portfolio $115M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 9,069.0 $1.7M 1.50% NEW $191.00 +9.4%
22 VEA VANGUARD TAX-MANAGED FDS 25,537.0 $1.6M 1.39% NEW $62.48 +13.1%
23 EMXC ISHARES INC 18,603.0 $1.4M 1.17% NEW $72.67 +31.5%
24 VB VANGUARD INDEX FDS 4,759.0 $1.2M 1.07% NEW $258.29 +10.9%
25 PDBA INVESCO ACTVELY MNGD ETC FD 29,810.0 $1.0M 0.88% NEW $34.00 +8.3%
26 STXE EA SERIES TRUST 26,167.0 $940K 0.82% NEW $35.92 +35.9%
27 GS GOLDMAN SACHS GROUP INC Financial Services 979.0 $861K 0.75% NEW $879.00 +12.4%
28 MSFT MICROSOFT CORP Technology 1,694.0 $819K 0.71% NEW $483.62 -13.3%
29 VIOO VANGUARD ADMIRAL FDS INC 7,210.0 $800K 0.69% NEW $110.98 +13.5%
30 VO VANGUARD INDEX FDS 2,737.0 $795K 0.69% NEW $290.38 -73.3%
31 VGIT VANGUARD SCOTTSDALE FDS 12,274.0 $736K 0.64% NEW $59.93 -2.0%
32 ICSH ISHARES TR 14,348.0 $726K 0.63% NEW $50.57 -0.0%
33 VIG VANGUARD SPECIALIZED FUNDS 3,195.0 $703K 0.61% NEW $219.90 +5.1%
34 JPM JPMORGAN CHASE & CO. Financial Services 1,883.0 $607K 0.53% NEW $322.22 -6.0%
35 VUG VANGUARD INDEX FDS 1,122.0 $547K 0.47% NEW $487.84 -82.1%
36 DGRO ISHARES TR 7,082.0 $492K 0.43% NEW $69.42 +6.8%
37 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,018.0 $489K 0.42% NEW $480.34 +4.7%
38 IVV ISHARES TR 647.0 $443K 0.39% NEW $684.92 +8.9%
39 VPU VANGUARD WORLD FD 2,112.0 $390K 0.34% NEW $184.81 +5.5%
40 XLE SELECT SECTOR SPDR TR 8,328.0 $372K 0.32% NEW $44.71 +32.2%
Page 2 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 73.3%
Technology 19.4%
Communication Services 7.4%