Hegarty Advisors, LLC holds a focused book of 66 stocks worth $145.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Invesco Large Cap Value ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard Ftse All-World Ex-U at 12% of the equity book. Cloning the disclosed picks since 2026 would be +5% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2107727/holdings"
Use Arkolith to show Hegarty Advisors, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +7.3%, a 2.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Hegarty Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F ALLWRLD EX US | $18.0M | 214.8K | 12.4% | ▲+0.9% Added · +2K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $16.2M | 23.5K | 11.1% | ▼−4.3% Reduced · −1K sh | |
| 3 | Vanguard Index FDS SM CP VAL ETF | $10.9M | 45.0K | 7.5% | ▼−0.1% Reduced · −69 sh | |
| 4 | Ea Series Trust STRIVE 500 ETF | $7.3M | 152.0K | 5.1% | ▲+0.2% Added · +258 sh | |
| 5 | Vanguard Index FDS MCAP VL IDXVIP | $6.1M | 30.7K | 4.2% | ▲+20% Added · +5K sh | |
| 6 | Vanguard Intl Equity Index F TT WRLD ST ETF | $5.8M | 37.1K | 4.0% | ▲+0.3% Added · +126 sh | |
| 7 | Vanguard Scottsdale FDS VNG RUS1000VAL | $5.4M | 51.0K | 3.7% | ▲+2.7% Added · +1K sh | |
| 8 | Vanguard Admiral FDS Inc SMLCP 600 VAL | $5.0M | 42.3K | 3.4% | ▲+6.2% Added · +2K sh | |
| 9 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $4.6M | 15.2K | 3.2% | ▲+22% Added · +3K sh | |
| 10 | Invesco Exchange Traded FD T S&P500 EQL WGT | $4.4M | 20.8K | 3.0% | ▼−4.1% Reduced · −883 sh | |
| 11 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $3.7M | 46.8K | 2.5% | ▲+23% Added · +9K sh | |
| 12 | Ishares Inc MSCI EMRG CHN | $3.7M | 35.7K | 2.5% | ▲+6.6% Added · +2K sh | |
| 13 | ALPS ETF TR ALERIAN MLP | $3.1M | 60.4K | 2.2% | ▲+3.5% Added · +2K sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $3.1M | 8.3K | 2.1% | ▼−0.6% Reduced · −52 sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $2.8M | 3.8K | 1.9% | ▼−0.1% Reduced · −5 sh | |
| 16 | Vanguard Whitehall FDS HIGH DIV YLD | $2.7M | 16.8K | 1.8% | ▲+3.0% Added · +497 sh | |
| 17 | Vanguard Malvern FDS STRM INFPROIDX | $2.6M | 51.6K | 1.8% | ▲+4.3% Added · +2K sh | |
| 18 | Vanguard BD Index FDS TOTAL BND MRKT | $2.6M | 35.1K | 1.8% | ▲+6.3% Added · +2K sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $2.5M | 3.4K | 1.7% | ▲+1.2% Added · +40 sh | |
| 20 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.1M | 34.5K | 1.4% | ▼−7.5% Reduced · −3K sh | |
| 21 | Vanguard Index FDS VALUE ETF | $2.0M | 9.1K | 1.4% | ▲+1.7% Added · +154 sh | |
| 22 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.0M | 27.6K | 1.4% | ▲+6.3% Added · +2K sh | |
| 23 | Global X FDS US PFD ETF | $1.9M | 103.8K | 1.3% | ▲+3.0% Added · +3K sh | |
| 24 | Apple Inc COM | $1.9M | 6.5K | 1.3% | ▼−1.3% Reduced · −85 sh | |
| 25 | World Gold TR SPDR GLD MINIS | $1.7M | 21.1K | 1.2% | ▲+1.7% Added · +356 sh | |
| 26 | Vanguard Scottsdale FDS SHORT TERM TREAS | $1.6M | 27.2K | 1.1% | ▼−1.3% Reduced · −357 sh | |
| 27 | Vanguard Index FDS SMALL CP ETF | $1.4M | 4.7K | 1.0% | ▼−0.3% Reduced · −16 sh | |
| 28 | Abrdn Silver ETF Trust PHYSCL SILVR SHS | $1.3M | 23.0K | 0.9% | ▼−1.2% Reduced · −284 sh | |
| 29 | Vanguard Index FDS MID CAP ETF | $1.1M | 14.2K | 0.8% | ▲+301% Added · +11K sh | |
| 30 | Simplify Exchange Traded Fun MBS ETF | $1.0M | 20.7K | 0.7% | ▼−5.8% Reduced · −1K sh | |
| 31 | Goldman Sachs Group Inc COM | $990K | 979 | 0.7% | —Held | |
| 32 | Ishares TR ULTRA SHORT DUR | $973K | 19.2K | 0.7% | ▲+2.1% Added · +401 sh | |
| 33 | Invesco Actvely MNGD Etc FD AGRI CMDTY STRA | $927K | 26.0K | 0.6% | ▼−1.3% Reduced · −338 sh | |
| 34 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $913K | 6.6K | 0.6% | ▼−12% Reduced · −866 sh | |
| 35 | Vanguard Specialized Funds DIV APP ETF | $889K | 3.8K | 0.6% | ▲+1.9% Added · +69 sh | |
| 36 | Ea Series Trust STRIVE EMERGING | $798K | 15.2K | 0.5% | ▼−8.5% Reduced · −1K sh | |
| 37 | Vanguard Scottsdale FDS INTER TERM TREAS | $723K | 12.3K | 0.5% | ▲+0.7% Added · +86 sh | |
| 38 | Ishares TR CORE DIV GRWTH | $716K | 9.5K | 0.5% | ▲+16% Added · +1K sh | |
| 39 | Vanguard Index FDS GROWTH ETF | $650K | 7.5K | 0.4% | ▲+500% Added · +6K sh | |
| 40 | Microsoft Corp COM | $639K | 1.7K | 0.4% | ▲+1.2% Added · +20 sh | |
| 41 | JPMorgan Chase & Co COM | $616K | 1.9K | 0.4% | —Held | |
| 42 | State STR SPDR Dow Jones Ind UT SER 1 | $528K | 1.0K | 0.4% | ▲+0.3% Added · +3 sh | |
| 43 | Ishares TR BB RAT CORP BD | $510K | 10.9K | 0.4% | ▲+11% Added · +1K sh | |
| 44 | Ishares TR CORE S&P500 ETF | $485K | 647 | 0.3% | —Held | |
| 45 | Vanguard Scottsdale FDS INT-TERM CORP | $455K | 5.5K | 0.3% | ▲+32% Added · +1K sh | |
| 46 | Select Sector SPDR TR STATE STREET ENE | $447K | 8.4K | 0.3% | ▲+3.0% Added · +245 sh | |
| 47 | Amazon Com Inc COM | $440K | 1.8K | 0.3% | ▼−40% Reduced · −1K sh | |
| 48 | Vanguard World FD UTILITIES ETF | $424K | 2.2K | 0.3% | ▲+12% Added · +228 sh | |
| 49 | Invesco Exchange Traded FD T LARGE CAP VALUE | $413K | 5.4K | 0.3% | ▲New New position | |
| 50 | SPDR Series Trust STATE STREET SPD | $327K | 5.4K | 0.2% | ▲+0.2% Added · +13 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.