Hippocratic Financial Advisors, LLC

CIK

2055803

Location

WESTLAKE VILLAGE, CA

Portfolio Value

Small $202,114,509

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,569 / 8,815 ▲ 116 · as of Jun 2026

Top Industry

Semiconductors 21.4%

3Y Alpha vs SPY

-7.2%

Period ended 23 days ago

Filed Oct 13, 2026 · 10d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.3% of the book (60%+)

Turnover

Low turnover

5.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 92.7%; sector active share 86.9% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

51 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

36.6%

+0.4 pts

Top 5

88.8%

−3.6 pts

Top 10

95.8%

−2.5 pts

HHI

2,450

Moderately concentrated+56

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.1%	$198,233,409	42
Technology	1.1%	$2,139,397	4
Financial Services	0.5%	$986,752	2
Consumer Cyclical	0.1%	$287,768	1
Industrials	0.1%	$255,574	1
Communication Services	0.1%	$211,609	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
—		+198,380	562,086	$0
DMX	DoubleLine Multi-Sector Income ETF	+27,838	619,706	$30,389,762
DFIC	Dimensional International Core Equity 2 ETF	+19,707	605,739	$22,781,843
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+10,740	286,152	$11,365,957
DBND	DoubleLine Opportunistic Core Bond ETF	+10,723	212,386	$9,234,543
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+7,597	153,827	$6,066,936
INDA	iShares MSCI India ETF	+6,663	88,440	$4,128,379
DFIV	Dimensional International Value ETF	+5,376	84,907	$4,742,905
IWB	iShares Russell 1000 ETF	+4,958	163,484	$68,030,596
IBIT	iShares Bitcoin Trust ETF	+4,810	71,626	$3,390,774
SCHF	Schwab International Equity ETF	+3,515	13,645	$374,828
HODL	VanEck Bitcoin ETF	+3,128	15,984	$377,542
VOO	VANGUARD 500 INDEX FUND	+365	799	$559,987
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	+327	26,317	$5,742,632
NVDA	Nvidia Corp	+298	3,644	$832,216
AAPL	Apple Inc.	+86	1,814	$604,098
AMZN	Amazon Com Inc	+46	1,155	$287,768
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1	688	$257,477
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	−7,567	250,156	$11,119,434
DFSD	Dimensional Short-Duration Fixed Income ETF	−4,392	46,331	$2,153,094
SCHX	Schwab U.S. Large-Cap ETF	−2,943	11,173	$335,190
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−1,303	27,261	$4,230,907
DFCF	Dimensional Core Fixed Income ETF	−693	18,947	$760,153
DFAW	Dimensional World Equity ETF	−403	4,777	$393,194
SPY	Spdr S&P 500 ETF Trust	−22	2,957	$2,255,096
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−1	2,859	$256,623
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
FTEC	Fidelity MSCI Information Technology Index ETF	10,079	$3,024,304
QQQ	Invesco Qqq Trust, Series 1	1,434	$1,060,830
IVV	iShares Core S&P 500 ETF	874	$669,352
BRK-B	Berkshire Hathaway Inc	1,292	$643,351
MSFT	Microsoft Corp	936	$480,074
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	2,191	$428,888
SCHG	Schwab U.S. Large-Cap Growth ETF	10,046	$360,952
JPM	Jpmorgan Chase & Co	1,038	$343,401
IWF	iShares Russell 1000 Growth ETF	2,400	$300,624
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	2,302	$289,292
SMH	VanEck Semiconductor ETF	449	$273,441
IDEV	iShares Core MSCI International Developed Markets ETF	2,952	$264,144
MFP	Midera Food Processing, Inc.	6,261	$255,574
CSCO	Cisco Systems, Inc.	2,072	$223,009
GOOGL	Alphabet Inc.	615	$211,609
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DUHP	Dimensional US High Profitability ETF	864,360	$36,069,742
DFSV	Dimensional US Small Cap Value ETF	189,323	$7,343,839
TSLA	Tesla, Inc.	515	$216,609
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $202,114,509 total · filing declares 52 positions · $159,168,237 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Technology

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IWB	iShares Russell 1000 ETF	Added	163,484	+4,958	$68,030,596	+4.8%	33.66%
DMX	DoubleLine Multi-Sector Income ETF	Added	619,706	+27,838	$30,389,762	+2.2%	15.04%
DFIC	Dimensional International Core Equity 2 ETF	Added	605,739	+19,707	$22,781,843	+4.3%	11.27%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	286,152	+10,740	$11,365,957	+1.5%	5.62%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	250,156	-7,567	$11,119,434	−2.7%	5.50%
DBND	DoubleLine Opportunistic Core Bond ETF	Added	212,386	+10,723	$9,234,543	+0.4%	4.57%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	153,827	+7,597	$6,066,936	−8.5%	3.00%
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	Added	26,317	+327	$5,742,632	−2.0%	2.84%
DFIV	Dimensional International Value ETF	Added	84,907	+5,376	$4,742,905	+10.4%	2.35%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	27,261	-1,303	$4,230,907	−6.3%	2.09%
INDA	iShares MSCI India ETF	Added	88,440	+6,663	$4,128,379	+2.2%	2.04%
IBIT	iShares Bitcoin Trust ETF	Added	71,626	+4,810	$3,390,774	+52.4%	1.68%
FTEC	Fidelity MSCI Information Technology Index ETF	NEW	10,079	NEW	$3,024,304	NEW	1.50%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,957	-22	$2,255,096	+1.4%	1.12%
DFSD	Dimensional Short-Duration Fixed Income ETF	Reduced	46,331	-4,392	$2,153,094	−11.1%	1.07%
QQQ	Invesco Qqq Trust, Series 1	NEW	1,434	NEW	$1,060,830	NEW	0.52%
NVDA	Nvidia Corp Technology	Added	3,644	+298	$832,216	+24.3%	0.41%
DFCF	Dimensional Core Fixed Income ETF	Reduced	18,947	-693	$760,153	−8.3%	0.38%
IVV	iShares Core S&P 500 ETF	NEW	874	NEW	$669,352	NEW	0.33%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	1,292	NEW	$643,351	NEW	0.32%
AAPL	Apple Inc. Technology	Added	1,814	+86	$604,098	+20.8%	0.30%
VOO	VANGUARD 500 INDEX FUND	Added	799	+365	$559,987	+87.9%	0.28%
MSFT	Microsoft Corp Technology	NEW	936	NEW	$480,074	NEW	0.24%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	NEW	2,191	NEW	$428,888	NEW	0.21%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Held	5,466	0	$417,602	−1.9%	0.21%
DFAW	Dimensional World Equity ETF	Reduced	4,777	-403	$393,194	−8.3%	0.19%
HODL	VanEck Bitcoin ETF	Added	15,984	+3,128	$377,542	+76.8%	0.19%
SCHF	Schwab International Equity ETF	Added	13,645	+3,515	$374,828	+33.6%	0.19%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Held	6,217	0	$368,730	−0.6%	0.18%
SCHG	Schwab U.S. Large-Cap Growth ETF	NEW	10,046	NEW	$360,952	NEW	0.18%
JPM	Jpmorgan Chase & Co Financial Services	NEW	1,038	NEW	$343,401	NEW	0.17%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	11,173	-2,943	$335,190	−19.3%	0.17%
SCHP	Schwab U.S. TIPS ETF	Held	12,376	0	$311,008	−5.2%	0.15%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Held	1,323	0	$305,652	−4.9%	0.15%
IWF	iShares Russell 1000 Growth ETF	NEW	2,400	NEW	$300,624	NEW	0.15%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	NEW	2,302	NEW	$289,292	NEW	0.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,155	+46	$287,768	+8.9%	0.14%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Held	4,974	0	$281,826	−3.9%	0.14%
IWM	iShares Russell 2000 ETF	Held	996	0	$276,778	−7.5%	0.14%
SMH	VanEck Semiconductor ETF	NEW	449	NEW	$273,441	NEW	0.14%
IDEV	iShares Core MSCI International Developed Markets ETF	NEW	2,952	NEW	$264,144	NEW	0.13%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	688	+1	$257,477	+1.3%	0.13%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	2,859	-1	$256,623	+2.1%	0.13%
MFP	Midera Food Processing, Inc. Industrials	NEW	6,261	NEW	$255,574	NEW	0.13%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	Held	5,157	0	$251,197	−5.0%	0.12%
CSCO	Cisco Systems, Inc. Technology	NEW	2,072	NEW	$223,009	NEW	0.11%
GOOGL	Alphabet Inc. Communication Services	NEW	615	NEW	$211,609	NEW	0.10%
VIG	Vanguard Specialized Funds	Held	861	0	$200,879	−1.4%	0.10%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Held	3,990	0	$200,058	−9.1%	0.10%
		Added	562,086	+198,380	$0	−100.0%	0.00%

Showing the top 50 of 51 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.