Hegarty Advisors, LLC

Registered adviser

CIK

2107727

Location

GARDEN CITY, NY

Portfolio Value

Small $149,975,528

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,404 / 8,811 ▼ 306 · as of Jun 2026

Top Industry

Consumer Electronics 30.9%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

4 quarters · since Dec 2025

Regulatory profile

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

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 306342

Roster of Oct 1, 2026

Regulatory AUM

$171,112,405

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$171,112,405	Individuals and high net worth (100%)
Feb 2025 to Jan 2026	$125,300,000	Individuals and high net worth (100%)
Feb 2024 to Jan 2025	$93,449,586	Individuals and high net worth (100%)
May 2023 to Jan 2024	$50,748,256	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$50,748,256	Individuals and high net worth (100%)
Jun 2022 to Feb 2023	$41,349,100	Individuals and high net worth (100%)

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 77.3% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 90.7%; sector active share 83.6% against the combined 13F book's sector weights.

Over time 3 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

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

Top Position

32.0%

+3.5 pts

Top 5

68.7%

+4.4 pts

Top 10

81.3%

+4.0 pts

HHI

1,541

Moderately concentrated+229

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.4%	$143,006,579	53
Technology	2.3%	$3,393,363	3
Financial Services	1.5%	$2,238,880	4
Communication Services	0.5%	$696,166	3
Consumer Cyclical	0.3%	$425,548	1
Energy	0.1%	$214,992	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard International Equity Index Funds	+27,149	241,967	$20,076,001
VEA	Vanguard FTSE Developed Markets ETF	+12,896	40,491	$2,859,069
STXF	Strive 500 ETF	+11,319	163,311	$8,052,048
AMLP	Alerian MLP ETF	+9,229	69,656	$3,613,056
DGRO	iShares Core Dividend Growth ETF	+8,621	18,073	$1,362,523
VOE	VANGUARD MID-CAP VALUE INDEX FUND	+7,837	38,564	$7,540,418
PFFD	Global X U.S. Preferred ETF	+5,638	109,388	$0
EMXC	iShares MSCI Emerging Markets ex China ETF	+5,622	41,348	$4,096,759
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+4,964	55,923	$6,078,830
VTV	VANGUARD VALUE INDEX FUND	+4,838	13,946	$3,013,451
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+4,245	49,216	$11,370,372
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+3,878	12,163	$4,551,881
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND	+2,532	44,793	$4,927,230
VO	VANGUARD MID-CAP INDEX FUND	+2,510	16,714	$1,310,711
VOO	VANGUARD 500 INDEX FUND	+2,387	25,921	$18,166,992
QQQM	Invesco Ltd.	+2,010	17,191	$0
GLDM	World Gold Trust	+1,811	22,957	$1,886,606
RSP	Victory Portfolios II	+1,623	22,400	$0
SPY	Spdr S&P 500 ETF Trust	+1,587	4,976	$3,794,846
HYBB	iShares BB Rated Corporate Bond ETF	+1,413	12,322	$555,229
SIVR	abrdn Silver ETF Trust	+1,403	24,428	$1,399,968
QQQ	Invesco Qqq Trust, Series 1	+1,330	5,157	$3,814,993
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+1,213	48,023	$3,709,776
VIG	Vanguard Specialized Funds	+1,140	4,898	$1,142,752
VPU	VANGUARD UTILITIES INDEX FUND	+992	3,160	$540,360
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
ICSH	iShares Ultra Short Duration Bond Active ETF	−7,178	12,056	$607,622
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−1,334	33,135	$1,965,236
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−1,302	50,334	$2,477,439
MTBA	Simplify MBS ETF	−874	19,863	$928,793
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−742	16,045	$2,490,184
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−739	26,441	$1,521,943
PWV	Invesco Large Cap Value ETF	−566	4,882	$372,496
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−200	36,908	$5,825,927
AMZN	Amazon Com Inc	−139	1,708	$425,548
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−113	5,269	$322,093
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−7	12,253	$694,254
AAPL	Apple Inc.	−7	6,461	$2,151,642
MSFT	Microsoft Corp	−1	1,713	$878,597
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SGVT		5,260	$530,050
META	Meta Platforms, Inc.	317	$229,882
XOM	ExxonMobil Holdings Corp	1,321	$214,992
IWD	iShares Russell 1000 Value ETF	813	$201,567
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	419	$294,699
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	1,477	$227,886
VXUS	Vanguard Total International Stock ETF	2,528	$216,118
IJH	iShares Core S&P Mid-Cap ETF	2,745	$211,666
VNQ	VANGUARD REAL ESTATE INDEX FUND	2,123	$204,720
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 tracked positions · $149,975,528 total · filing declares 65 positions · $161,796,603 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Technology

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEU	Vanguard International Equity Index Funds	Added	241,967	+27,149	$20,076,001	+11.6%	13.39%
VOO	VANGUARD 500 INDEX FUND	Added	25,921	+2,387	$18,166,992	+12.4%	12.11%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	49,216	+4,245	$11,370,372	+4.1%	7.58%
STXF	Strive 500 ETF	Added	163,311	+11,319	$8,052,048	+9.7%	5.37%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	38,564	+7,837	$7,540,418	+24.2%	5.03%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Added	55,923	+4,964	$6,078,830	+12.2%	4.05%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	36,908	-200	$5,825,927	+0.0%	3.88%
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND	Added	44,793	+2,532	$4,927,230	−0.6%	3.29%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	12,163	+3,878	$4,551,881	+48.5%	3.04%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	41,348	+5,622	$4,096,759	+12.1%	2.73%
QQQ	Invesco Qqq Trust, Series 1	Added	5,157	+1,330	$3,814,993	+35.4%	2.54%
SPY	Spdr S&P 500 ETF Trust	Added	4,976	+1,587	$3,794,846	+49.9%	2.53%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	48,023	+1,213	$3,709,776	+0.3%	2.47%
AMLP	Alerian MLP ETF	Added	69,656	+9,229	$3,613,056	+15.3%	2.41%
VTV	VANGUARD VALUE INDEX FUND	Added	13,946	+4,838	$3,013,451	+51.8%	2.01%
VEA	Vanguard FTSE Developed Markets ETF	Added	40,491	+12,896	$2,859,069	+45.4%	1.91%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	35,987	+888	$2,524,488	−2.0%	1.68%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	16,045	-742	$2,490,184	−6.1%	1.66%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Reduced	50,334	-1,302	$2,477,439	−4.5%	1.65%
AAPL	Apple Inc. Technology	Reduced	6,461	-7	$2,151,642	+15.0%	1.43%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	33,135	-1,334	$1,965,236	−4.5%	1.31%
GLDM	World Gold Trust	Added	22,957	+1,811	$1,886,606	+12.3%	1.26%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	26,441	-739	$1,521,943	−3.8%	1.01%
SIVR	abrdn Silver ETF Trust	Added	24,428	+1,403	$1,399,968	+8.2%	0.93%
VB	Vanguard Index Funds	Added	4,818	+120	$1,370,672	−3.7%	0.91%
DGRO	iShares Core Dividend Growth ETF	Added	18,073	+8,621	$1,362,523	+90.2%	0.91%
VO	VANGUARD MID-CAP INDEX FUND	Added	16,714	+2,510	$1,310,711	+14.5%	0.87%
VIG	Vanguard Specialized Funds	Added	4,898	+1,140	$1,142,752	+28.5%	0.76%
PDBA		Added	26,268	+249	$986,626	+6.5%	0.66%
MTBA	Simplify MBS ETF	Reduced	19,863	-874	$928,793	−8.7%	0.62%
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	Added	7,324	+687	$926,632	+1.5%	0.62%
GS	Goldman Sachs Group Inc Financial Services	Held	979	0	$881,452	−11.0%	0.59%
MSFT	Microsoft Corp Technology	Reduced	1,713	-1	$878,597	+37.4%	0.59%
STXE	Strive Emerging Markets Ex-China ETF	Added	15,621	+427	$771,693	−3.4%	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,475	+847	$734,476	+133.7%	0.49%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	12,253	-7	$694,254	−4.0%	0.46%
VUG	VANGUARD GROWTH INDEX FUND	Added	7,545	+1	$679,879	+4.6%	0.45%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,883	0	$622,952	+1.1%	0.42%
ICSH	iShares Ultra Short Duration Bond Active ETF	Reduced	12,056	-7,178	$607,622	−37.5%	0.41%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	9,325	+910	$573,487	+28.3%	0.38%
HYBB	iShares BB Rated Corporate Bond ETF	Added	12,322	+1,413	$555,229	+8.8%	0.37%
VPU	VANGUARD UTILITIES INDEX FUND	Added	3,160	+992	$540,360	+27.3%	0.36%
SGVT		NEW	5,260	NEW	$530,050	NEW	0.35%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	1,015	+4	$516,178	−2.3%	0.34%
IVV	iShares Core S&P 500 ETF	Held	647	0	$495,504	+2.3%	0.33%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	5,521	+15	$432,349	−5.0%	0.29%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,708	-139	$425,548	−3.3%	0.28%
PWV	Invesco Large Cap Value ETF	Reduced	4,882	-566	$372,496	−9.8%	0.25%
NVDA	Nvidia Corp Technology	Held	1,590	0	$363,124	+14.1%	0.24%
VAW	VANGUARD MATERIALS INDEX FUND	Added	1,546	+632	$337,290	+61.3%	0.22%

Showing the top 50 of 65 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.