Hegarty Advisors, LLC
Long book
$126.8M
Q1 2026
Positions
57
Top-10 weight
57%
concentration
Last quarter
+10.9%
SPY +14.8%
Turnover
19%
of book per quarter
Strategy in plain words
auto-generated from filingsHegarty Advisors, LLC is a wealth-management firm allocating client money, specialised in financials (61% of the long book), running a $126.8M US long book across 57 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD FTSE ALL-WORLD EX-U, VANGUARD S&P 500 ETF, VANGUARD SMALL-CAP VALUE ETF, STRIVE 500 ETF, VANGUARD TOT WORLD STK ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+0.2%
Q1 2026
+10.9%
Sector allocation
Technology 50%
Financials 33%
Consumer discretionary 13%
Energy 4%
Long book by quarter
What does Hegarty Advisors, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 6.6K | $1.7M | 1.3% | New |
| GS GOLDMAN SACHS GROUP INC | Financials | 979 | $828K | 0.7% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.1K | $642K | 0.5% | New |
| MSFT MICROSOFT CORP | Technology | 1.7K | $627K | 0.5% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 1.9K | $554K | 0.4% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 628 | $301K | 0.2% | New |
| NVDA NVIDIA CORP | Technology | 1.6K | $277K | 0.2% | Held |
| XOM EXXON MOBIL CORP | Energy | 1.3K | $225K | 0.2% | New |