Hegarty Advisors

GARDEN CITY, NYfiles as Hegarty Advisors, LLC

$145m in 66 US stocks at the end of 30 June 2026. The top 10 are 57.6% of the money. It changed about 4.3% of the portfolio this quarter.

Value

$145m

Stocks

Top 10 share

57.6%

Turnover

4.3%

What changed this quarter

New

Bought for the first time this quarter.

Invesco Exchange Traded FD TPWV
0.3% of the fund
State STR Spdr S&P Midcap 40MDY
0.2% of the fund
AlphabetGOOGL
0.2% of the fund
Pacer FDS TRPTNQ
0.2% of the fund
Vanguard Intl Equity Index FVSS
0.2% of the fund
Vanguard Star FDSVXUS
0.1% of the fund
AlphabetGOOG
0.1% of the fund
Ishares TRIJH
0.1% of the fund
Vanguard World FDVAW
0.1% of the fund
Vanguard Index FDSVNQ
0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVOE
4.2% of the fund
+20%
Vanguard Scottsdale FDSVONV
3.7% of the fund
+3%
Vanguard Admiral FDSVIOV
3.4% of the fund
+6%
Invesco Exch Traded FD TR IIQQQM
3.2% of the fund
+22%
Vanguard Scottsdale FDSVCSH
2.5% of the fund
+23%
IsharesEMXC
2.5% of the fund
+7%
Alps ETF TRAMLP
2.2% of the fund
+4%
Vanguard Whitehall FDSVYM
1.8% of the fund
+3%
Vanguard Malvern FDSVTIP
1.8% of the fund
+4%
Vanguard BD Index FDSBND
1.8% of the fund
+6%
Vanguard Tax-Managed FDSVEA
1.4% of the fund
+6%
Global X FDSPFFD
1.3% of the fund
+3%
Ishares TRICSH
0.7% of the fund
+2%
Ishares TRDGRO
0.5% of the fund
+16%
Ishares TRHYBB
0.4% of the fund
+11%
Vanguard Scottsdale FDSVCIT
0.3% of the fund
+32%
Select Sector Spdr TRXLE
0.3% of the fund
+3%
Vanguard World FDVPU
0.3% of the fund
+12%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
11.1% of the fund
-4%
Invesco Exchange Traded FD TRSP
3.0% of the fund
-4%
Vanguard Intl Equity Index FVWO
1.4% of the fund
-8%
Simplify Exchange Traded FUNMTBA
0.7% of the fund
-6%
Vanguard Admiral FDSVIOO
0.6% of the fund
-12%
EA Series TrustSTXE
0.5% of the fund
-8%
Amazon.comAMZN
0.3% of the fund
-40%
Ishares TRTIP
0.2% of the fund
-6%
Ishares TREEM
0.2% of the fund
-29%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%

Holdings

Vanguard Intl Equity Index FVEU
Share
12.4%
Value
$18m
Shares
214,818
Held
Vanguard Index FDSVOO
Share
11.1%
Value
$16m
Shares
23,534
-4%
Vanguard Index FDSVBR
Share
7.5%
Value
$11m
Shares
44,971
Held
EA Series TrustSTXF
Share
5.1%
Value
$7m
Shares
151,992
Held
Vanguard Index FDSVOE
Share
4.2%
Value
$6m
Shares
30,727
+20%
Vanguard Intl Equity Index FVT
Share
4.0%
Value
$6m
Shares
37,108
Held
Vanguard Scottsdale FDSVONV
Share
3.7%
Value
$5m
Shares
50,959
+3%
Vanguard Admiral FDSVIOV
Share
3.4%
Value
$5m
Shares
42,261
+6%
Invesco Exch Traded FD TR IIQQQM
Share
3.2%
Value
$5m
Shares
15,181
+22%
Invesco Exchange Traded FD TRSP
Share
3.0%
Value
$4m
Shares
20,777
-4%
Vanguard Scottsdale FDSVCSH
Share
2.5%
Value
$4m
Shares
46,810
+23%
IsharesEMXC
Share
2.5%
Value
$4m
Shares
35,726
+7%
Alps ETF TRAMLP
Share
2.2%
Value
$3m
Shares
60,427
+4%
Vanguard Index FDSVTI
Share
2.1%
Value
$3m
Shares
8,285
Held
Invesco QQQ TRQQQ
Share
1.9%
Value
$3m
Shares
3,827
Held
Vanguard Whitehall FDSVYM
Share
1.8%
Value
$3m
Shares
16,787
+3%
Vanguard Malvern FDSVTIP
Share
1.8%
Value
$3m
Shares
51,636
+4%
Vanguard BD Index FDSBND
Share
1.8%
Value
$3m
Shares
35,099
+6%
State STR Spdr S&P 500 ETF TSPY
Share
1.7%
Value
$3m
Shares
3,389
Held
Vanguard Intl Equity Index FVWO
Share
1.4%
Value
$2m
Shares
34,469
-8%
Vanguard Index FDSVTV
Share
1.4%
Value
$2m
Shares
9,108
Held
Vanguard Tax-Managed FDSVEA
Share
1.4%
Value
$2m
Shares
27,595
+6%
Global X FDSPFFD
Share
1.3%
Value
$2m
Shares
103,750
+3%
AppleAAPL
Share
1.3%
Value
$2m
Shares
6,468
Held
World Gold TRGLDM
Share
1.2%
Value
$2m
Shares
21,146
Held
Vanguard Scottsdale FDSVGSH
Share
1.1%
Value
$2m
Shares
27,180
Held
Vanguard Index FDSVB
Share
1.0%
Value
$1m
Shares
4,698
Held
Abrdn Silver ETF TrustSIVR
Share
0.9%
Value
$1m
Shares
23,025
Held
Vanguard Index FDSVO
Share
0.8%
Value
$1m
Shares
14,204
Held
Simplify Exchange Traded FUNMTBA
Share
0.7%
Value
$1m
Shares
20,737
-6%
Goldman Sachs GroupGS
Share
0.7%
Value
$990,131
Shares
979
Held
Ishares TRICSH
Share
0.7%
Value
$972,865
Shares
19,234
+2%
Invesco Actvely Mngd ETC FDPDBA
Share
0.6%
Value
$926,798
Shares
26,019
Held
Vanguard Admiral FDSVIOO
Share
0.6%
Value
$912,883
Shares
6,637
-12%
Vanguard Specialized FundsVIG
Share
0.6%
Value
$889,317
Shares
3,758
Held
EA Series TrustSTXE
Share
0.5%
Value
$798,485
Shares
15,194
-8%
Vanguard Scottsdale FDSVGIT
Share
0.5%
Value
$723,075
Shares
12,260
Held
Ishares TRDGRO
Share
0.5%
Value
$716,381
Shares
9,452
+16%
Vanguard Index FDSVUG
Share
0.4%
Value
$649,800
Shares
7,544
Held
MicrosoftMSFT
Share
0.4%
Value
$639,356
Shares
1,714
Held
JPMorgan ChaseJPM
Share
0.4%
Value
$616,362
Shares
1,883
Held
State STR Spdr DOW Jones INDDIA
Share
0.4%
Value
$528,094
Shares
1,011
Held
Ishares TRHYBB
Share
0.4%
Value
$510,229
Shares
10,909
+11%
Ishares TRIVV
Share
0.3%
Value
$484,517
Shares
647
Held
Vanguard Scottsdale FDSVCIT
Share
0.3%
Value
$455,089
Shares
5,506
+32%
Select Sector Spdr TRXLE
Share
0.3%
Value
$446,902
Shares
8,415
+3%
Amazon.comAMZN
Share
0.3%
Value
$440,214
Shares
1,847
-40%
Vanguard World FDVPU
Share
0.3%
Value
$424,311
Shares
2,168
+12%
Invesco Exchange Traded FD TPWV
Share
0.3%
Value
$412,795
Shares
5,448
New
Spdr Series TrustSPYV
Share
0.2%
Value
$327,188
Shares
5,382
Held
Spdr Series TrustSPHY
Share
0.2%
Value
$319,901
Shares
13,648
Held
NvidiaNVDA
Share
0.2%
Value
$318,061
Shares
1,590
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$314,245
Shares
628
Held
Ishares TRIWB
Share
0.2%
Value
$306,716
Shares
749
Held
Ishares TRTIP
Share
0.2%
Value
$302,108
Shares
2,761
-6%
State STR Spdr S&P Midcap 40MDY
Share
0.2%
Value
$294,699
Shares
419
New
AlphabetGOOGL
Share
0.2%
Value
$243,012
Shares
680
New
Pacer FDS TRPTNQ
Share
0.2%
Value
$242,192
Shares
2,732
New
Vanguard Intl Equity Index FVSS
Share
0.2%
Value
$227,828
Shares
1,477
New
Ishares TREEM
Share
0.2%
Value
$218,912
Shares
3,200
-29%
Vanguard Star FDSVXUS
Share
0.1%
Value
$216,119
Shares
2,528
New
AlphabetGOOG
Share
0.1%
Value
$212,351
Shares
601
New
Ishares TRIJH
Share
0.1%
Value
$211,675
Shares
2,745
New
Vanguard World FDVAW
Share
0.1%
Value
$209,067
Shares
914
New
Vanguard Index FDSVNQ
Share
0.1%
Value
$204,750
Shares
2,123
New
Ishares TRPFF
Share
0.1%
Value
$204,549
Shares
6,709
Held

Company	Share of fund	Value	Shares	Change
Vanguard Intl Equity Index FVEU	12.4%	$18m	214,818	Held
Vanguard Index FDSVOO	11.1%	$16m	23,534	-4%
Vanguard Index FDSVBR	7.5%	$11m	44,971	Held
EA Series TrustSTXF	5.1%	$7m	151,992	Held
Vanguard Index FDSVOE	4.2%	$6m	30,727	+20%
Vanguard Intl Equity Index FVT	4.0%	$6m	37,108	Held
Vanguard Scottsdale FDSVONV	3.7%	$5m	50,959	+3%
Vanguard Admiral FDSVIOV	3.4%	$5m	42,261	+6%
Invesco Exch Traded FD TR IIQQQM	3.2%	$5m	15,181	+22%
Invesco Exchange Traded FD TRSP	3.0%	$4m	20,777	-4%
Vanguard Scottsdale FDSVCSH	2.5%	$4m	46,810	+23%
IsharesEMXC	2.5%	$4m	35,726	+7%
Alps ETF TRAMLP	2.2%	$3m	60,427	+4%
Vanguard Index FDSVTI	2.1%	$3m	8,285	Held
Invesco QQQ TRQQQ	1.9%	$3m	3,827	Held
Vanguard Whitehall FDSVYM	1.8%	$3m	16,787	+3%
Vanguard Malvern FDSVTIP	1.8%	$3m	51,636	+4%
Vanguard BD Index FDSBND	1.8%	$3m	35,099	+6%
State STR Spdr S&P 500 ETF TSPY	1.7%	$3m	3,389	Held
Vanguard Intl Equity Index FVWO	1.4%	$2m	34,469	-8%
Vanguard Index FDSVTV	1.4%	$2m	9,108	Held
Vanguard Tax-Managed FDSVEA	1.4%	$2m	27,595	+6%
Global X FDSPFFD	1.3%	$2m	103,750	+3%
AppleAAPL	1.3%	$2m	6,468	Held
World Gold TRGLDM	1.2%	$2m	21,146	Held
Vanguard Scottsdale FDSVGSH	1.1%	$2m	27,180	Held
Vanguard Index FDSVB	1.0%	$1m	4,698	Held
Abrdn Silver ETF TrustSIVR	0.9%	$1m	23,025	Held
Vanguard Index FDSVO	0.8%	$1m	14,204	Held
Simplify Exchange Traded FUNMTBA	0.7%	$1m	20,737	-6%
Goldman Sachs GroupGS	0.7%	$990,131	979	Held
Ishares TRICSH	0.7%	$972,865	19,234	+2%
Invesco Actvely Mngd ETC FDPDBA	0.6%	$926,798	26,019	Held
Vanguard Admiral FDSVIOO	0.6%	$912,883	6,637	-12%
Vanguard Specialized FundsVIG	0.6%	$889,317	3,758	Held
EA Series TrustSTXE	0.5%	$798,485	15,194	-8%
Vanguard Scottsdale FDSVGIT	0.5%	$723,075	12,260	Held
Ishares TRDGRO	0.5%	$716,381	9,452	+16%
Vanguard Index FDSVUG	0.4%	$649,800	7,544	Held
MicrosoftMSFT	0.4%	$639,356	1,714	Held
JPMorgan ChaseJPM	0.4%	$616,362	1,883	Held
State STR Spdr DOW Jones INDDIA	0.4%	$528,094	1,011	Held
Ishares TRHYBB	0.4%	$510,229	10,909	+11%
Ishares TRIVV	0.3%	$484,517	647	Held
Vanguard Scottsdale FDSVCIT	0.3%	$455,089	5,506	+32%
Select Sector Spdr TRXLE	0.3%	$446,902	8,415	+3%
Amazon.comAMZN	0.3%	$440,214	1,847	-40%
Vanguard World FDVPU	0.3%	$424,311	2,168	+12%
Invesco Exchange Traded FD TPWV	0.3%	$412,795	5,448	New
Spdr Series TrustSPYV	0.2%	$327,188	5,382	Held
Spdr Series TrustSPHY	0.2%	$319,901	13,648	Held
NvidiaNVDA	0.2%	$318,061	1,590	Held
Berkshire HathawayBRK-B	0.2%	$314,245	628	Held
Ishares TRIWB	0.2%	$306,716	749	Held
Ishares TRTIP	0.2%	$302,108	2,761	-6%
State STR Spdr S&P Midcap 40MDY	0.2%	$294,699	419	New
AlphabetGOOGL	0.2%	$243,012	680	New
Pacer FDS TRPTNQ	0.2%	$242,192	2,732	New
Vanguard Intl Equity Index FVSS	0.2%	$227,828	1,477	New
Ishares TREEM	0.2%	$218,912	3,200	-29%
Vanguard Star FDSVXUS	0.1%	$216,119	2,528	New
AlphabetGOOG	0.1%	$212,351	601	New
Ishares TRIJH	0.1%	$211,675	2,745	New
Vanguard World FDVAW	0.1%	$209,067	914	New
Vanguard Index FDSVNQ	0.1%	$204,750	2,123	New
Ishares TRPFF	0.1%	$204,549	6,709	Held

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 26.1% since 31 December 2025.

Where the money is

Technology1.9%

Financial services1.3%

Media & telecom0.3%

Retail & consumer0.3%

Other96.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.