Hegarty Advisors, LLC
•CIK: 2107727•Filing: Q4 2025
Hegarty Advisors, LLC manages $115M across a portfolio of 55 positions, exhibiting a strong focus on diversified, low-cost index exposure. Top holdings reveal significant allocations to broad market ETFs, notably VOO ($15.1M) and VEU ($14.9M), suggesting a core mandate in global equity market capture. Further concentration in value and total market exposure is evident through VBR ($9.5M) and VT ($5.3M). The portfolio structure indicates a systematic approach targeting broad market beta and factor tilts.
Total AUM
$115.2M
QoQ Performance
N/A
Positions
31
Top 10 Concentration
61.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VEU
VBR
STRV
VOO13.1%
VEU12.9%
VBR8.2%
STRV5.9%
VT4.6%
RSP4.3%
VONV3.9%
VIOV3.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other81.9%
ETF15.5%
Technology1.3%
Financial1.3%