Hippocratic Financial Advisors, LLC
Long book
$228.0M
Q1 2026
Positions
33
Top-10 weight
87%
concentration
Last quarter
+8.4%
SPY +14.8%
Turnover
21%
of book per quarter
Strategy in plain words
auto-generated from filingsHippocratic Financial Advisors, LLC is a wealth-management firm allocating client money, specialised in financials (70% of the long book), running a $228.0M US long book across 33 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES RUSSELL 1000 ETF, DIMENSIONAL US HIGH PROFI ET, DOUBLELINE MULTI-SEC INC ETF, SS SPDR BB 1-3M T-BILL ETF, DIMENSIONAL INTERNATIONAL CO.
Over the last 6 quarters its long book ran on average 1.2pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. 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 2024
-1.0%
Q1 2025
+6.8%
Q2 2025
+5.3%
Q3 2025
+2.0%
Q4 2025
-0.8%
Q1 2026
+8.4%
Sector allocation
Technology 82%
Consumer discretionary 18%
Long book by quarter
What does Hippocratic Financial own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 33 | $228.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 28 | $216.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 27 | $207.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 24 | $187.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 20 | $168.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 21 | $143.9M | canonical | SEC ↗ |