Q3 2026 13F · SEC CIK 2107727

Hegarty Advisors, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $161.8M
Reported positions: 65
Holdings vs S&P 500, 3 yrs: —
Assets under management: $171.1M

Hegarty Advisors, LLC is a wealth manager that reported 65 positions worth $161.8M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard Intl Equity Index F (VEU, 12.4%), Vanguard Index Fds (VOO, 11.2%), Vanguard Index Fds (VBR, 7.0%).

Hegarty Advisors, LLC holdings largest 50 of 65 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hegarty Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VEUVanguard Intl Equity Index F	12.4%	12.4%	241,967	+12.6%	$20.1M
VOOVanguard Index Fds	11.2%	11.1%	25,921	+10.1%	$18.2M
VBRVanguard Index Fds	7.0%	7.5%	49,216	+9.4%	$11.4M
STXFEa Series Trust	5.0%	5.1%	163,311	+7.4%	$8.1M
VOEVanguard Index Fds	4.7%	4.2%	38,564	+25.5%	$7.5M
VONVVanguard Scottsdale Fds	3.8%	3.7%	55,923	+9.7%	$6.1M
VTVanguard Intl Equity Index F	3.6%	4.0%	36,908	-0.5%	$5.8M
QQQMInvesco Exch Traded Fd Tr II	3.2%	3.2%	17,191	+13.2%	$5.2M
VIOVVanguard S&p 600 Small Cap Value- ETF	3.0%	3.4%	44,793	+6.0%	$4.9M
RSPInvesco Exchange Traded Fd T	2.9%	3.0%	22,400	+7.8%	$4.7M
VTIVanguard Index Fds	2.8%	2.1%	12,163	+46.8%	$4.6M
EMXCIshares Inc	2.5%	2.5%	41,348	+15.7%	$4.1M
QQQInvesco Qqq Tr	2.4%	1.9%	5,157	+34.8%	$3.8M
SPYState Str Spdr S&p 500 ETF T	2.3%	1.7%	4,976	+46.8%	$3.8M
VCSHVanguard Scottsdale Fds	2.3%	2.5%	48,023	+2.6%	$3.7M
AMLPAlps ETF Tr	2.2%	2.2%	69,656	+15.3%	$3.6M
VTVVanguard Index Fds	1.9%	1.4%	13,946	+53.1%	$3.0M
VEAVanguard Ftse Developed Markets Index Fu	1.8%	1.4%	40,491	+46.7%	$2.9M
BNDVanguard Bd Index Fds	1.6%	1.8%	35,987	+2.5%	$2.5M
VYMVanguard Whitehall Fds	1.5%	1.8%	16,045	-4.4%	$2.5M
VTIPVanguard Malvern Fds	1.5%	1.8%	50,334	-2.5%	$2.5M
AAPLApple Inc	1.3%	1.3%	6,461	-0.1%	$2.2M
VWOVanguard Intl Equity Index F	1.2%	1.4%	33,135	-3.9%	$2.0M
PFFDGlobal X US Preferred	1.2%	1.3%	109,388	+5.4%	$1.9M
GLDMWorld Gold Tr	1.2%	1.2%	22,957	+8.6%	$1.9M
VGSHVanguard Scottsdale Fds	0.9%	1.1%	26,441	-2.7%	$1.5M
SIVRAbrdn Silver ETF Trust	0.9%	0.9%	24,428	+6.1%	$1.4M
VBVanguard Index Fds	0.8%	1.0%	4,818	+2.6%	$1.4M
DGROIshares Tr	0.8%	0.5%	18,073	+91.2%	$1.4M
VOVanguard Index Fds	0.8%	0.8%	16,714	+17.7%	$1.3M
VIGVanguard Specialized Funds	0.7%	0.6%	4,898	+30.3%	$1.1M
PDBAInvesco Actvely Mngd Etc Fd	0.6%	0.6%	26,268	+1.0%	$987K
MTBASimplify Exchange Traded Fun	0.6%	0.7%	19,863	-4.2%	$929K
VIOOVanguard Admiral Fds Inc	0.6%	0.6%	7,324	+10.4%	$927K
GSGoldman Sachs Group Inc	0.5%	0.7%	979	+0.0%	$881K
MSFTMicrosoft Corp	0.5%	0.4%	1,713	-0.1%	$879K
STXEEa Series Trust	0.5%	0.5%	15,621	+2.8%	$772K
BRK-BBerkshire Hathaway Inc Del	0.5%	—	1,475	—	$734K
VGITVanguard Scottsdale Fds	0.4%	0.5%	12,253	-0.1%	$694K
VUGVanguard Index Fds	0.4%	0.4%	7,545	+0.0%	$680K
JPMJpmorgan Chase & Co	0.4%	0.4%	1,883	+0.0%	$623K
ICSHIshares Tr	0.4%	0.7%	12,056	-37.3%	$608K
XLESelect Sector Spdr Tr	0.4%	0.3%	9,325	+10.8%	$574K
HYBBIshares Tr	0.3%	0.4%	12,322	+13.0%	$555K
VPUVanguard World Fd	0.3%	0.3%	3,160	+45.8%	$540K
SGVTSchwab Strategic Tr	0.3%	—	5,260	—	$530K
DIASpdr Dow Jones Indl Average	0.3%	0.4%	1,015	+0.4%	$516K
IVVIshares Tr	0.3%	0.3%	647	+0.0%	$495K
VCITVanguard Scottsdale Fds	0.3%	0.3%	5,521	+0.3%	$432K
AMZNAmazon Com Inc	0.3%	0.3%	1,708	-7.5%	$426K

What Hegarty Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$161.8M	65
Q2 2026	$145.3M	66
Q1 2026	$126.8M	57
Q4 2025	$115.2M	55

Questions about Hegarty Advisors, LLC's portfolio

What stocks does Hegarty Advisors, LLC own?

Hegarty Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 65 positions worth $161.8M. The largest are Vanguard Intl Equity Index F (VEU) at 12.4%, Vanguard Index Fds (VOO) at 11.2%, Vanguard Index Fds (VBR) at 7.0%, Ea Series Trust (STXF) at 5.0% and Vanguard Index Fds (VOE) at 4.7%.

What did Hegarty Advisors, LLC buy last quarter?

In Q3 2026, Hegarty Advisors, LLC added Ishares Tr (DGRO) (+91.2% shares), Vanguard Index Fds (VTV) (+53.1% shares) and State Str Spdr S&p 500 ETF T (SPY) (+46.8% shares), compared with its Q2 2026 filing.

What did Hegarty Advisors, LLC sell last quarter?

In Q3 2026, Hegarty Advisors, LLC cut from its top 50 Invesco Exchange Traded Fd T (PWV), cut from its top 50 State Street Spdr Portfolio S&p 500 Valu (SPYV), Ishares Tr (ICSH) (-37.3% shares) and Amazon Com Inc (AMZN) (-7.5% shares), compared with its Q2 2026 filing.

When is Hegarty Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hegarty Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Hegarty Advisors, LLC manage?

Hegarty Advisors, LLC reported $171.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $161.8M.