Institutional Fund
Hegarty Advisors, LLC
Garden City, NYCIK 21077272 filings on record
Portfolio Value
$126.84M
Q1 2026
Holdings
57
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+10.1%
from $115.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Intl Equity Index F12.6%
- Vanguard Index Fds11.6%
- Vanguard Index Fds7.7%
- Ea Series Trust5.0%
- Vanguard Intl Equity Index F4.0%
- Vanguard Index Fds3.7%
- Other55.3%
Portfolio Holdings
57 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | 212.8K | $15.98M | 12.6% | +10.5K | Added |
| 2 | Vanguard Index Fds | 24.6K | $14.69M | 11.6% | +435 | Added |
| 3 | Vanguard Index Fds | 45.0K | $9.78M | 7.7% | +228 | Added |
| 4 | Ea Series Trust | 151.7K | $6.37M | 5.0% | −1.9K | Reduced |
| 5 | Vanguard Intl Equity Index F | 37.0K | $5.12M | 4.0% | −615 | Reduced |
| 6 | Vanguard Index Fds | 25.6K | $4.71M | 3.7% | +9.4K | Added |
| 7 | Vanguard Scottsdale Fds | 49.6K | $4.65M | 3.7% | +842 | Added |
| 8 | Invesco Exchange Traded Fd T | 21.7K | $4.16M | 3.3% | −4.4K | Reduced |
| 9 | Vanguard Admiral Fds Inc | 39.8K | $4.05M | 3.2% | +3.1K | Added |
| 10 | Alps ETF Tr | 58.4K | $3.07M | 2.4% | +603 | Added |
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