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HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
+8.01%
1 Year Est. Return
+13.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$265M
AUM Growth
+$37.1M
Cap. Flow
+$19.1M
Cap. Flow %
7.2%
Top 10 Hldgs %
87.41%
Holding
41
New
8
Increased
24
Reduced
2
Closed
2

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.45M
2
IWB icon
iShares Russell 1000 ETF
IWB
+$2.11M
3
DMX
DoubleLine Multi-Sector Income ETF
DMX
+$1.68M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.57M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$644K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$351K
2
IAU icon
iShares Gold Trust
IAU
+$220K
3
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$205K
4
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$16.1K

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.38%
2 Technology 0.44%
3 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
1
iShares Russell 1000 ETF
IWB
$49B
$64.9M 24.49%
158,526
+5,331
+3% +$2.11M
DUHP icon
2
Dimensional US High Profitability ETF
DUHP
$12.8B
$36.1M 13.61%
864,360
+39,344
+5% +$1.57M
BIL icon
3
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$33.3M 12.58%
363,706
+92,320
+34% +$8.45M
DMX
4
DoubleLine Multi-Sector Income ETF
DMX
$108M
$29.7M 11.22%
591,868
+33,539
+6% +$1.68M
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$21.8M 8.24%
586,032
+12,210
+2% +$458K
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$11.4M 4.31%
257,723
+11,074
+4% +$474K
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.74B
$11.2M 4.22%
275,412
+6,308
+2% +$248K
DBND icon
8
DoubleLine Opportunistic Bond ETF
DBND
$760M
$9.19M 3.47%
201,663
+11,754
+6% +$536K
DFSV
9
Dimensional US Small Cap Value ETF
DFSV
$8.46B
$7.34M 2.77%
189,323
+4,620
+3% +$173K
XLU icon
10
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$6.63M 2.5%
146,230
+7,479
+5% +$339K
VDC icon
11
Vanguard Consumer Staples ETF
VDC
$7.87B
$5.86M 2.21%
25,990
+1,336
+5% +$304K
VYM icon
12
Vanguard High Dividend Yield ETF
VYM
$82.8B
$4.51M 1.7%
28,564
+476
+2% +$74.4K
DFIV icon
13
Dimensional International Value ETF
DFIV
$22.4B
$4.3M 1.62%
79,531
+11,717
+17% +$644K
INDA icon
14
iShares MSCI India ETF
INDA
$6.75B
$4.04M 1.52%
81,777
+5,435
+7% +$265K
DFSD
15
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.26B
$2.42M 0.91%
50,723
-336
-0.7% -$16.1K
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$2.22M 0.84%
2,979
-484
-14% -$351K
IBIT icon
17
iShares Bitcoin Trust
IBIT
$61.8B
$2.22M 0.84%
66,816
+4,427
+7% +$180K
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$11.2B
$829K 0.31%
19,640
+183
+0.9% +$7.74K
NVDA icon
19
NVIDIA
NVDA
$5.56T
$670K 0.25%
3,346
+568
+20% +$117K
AAPL icon
20
Apple
AAPL
$4.67T
$500K 0.19%
1,728
+30
+2% +$8.58K
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$32.2B
$441K 0.17%
5,755
– –
DFAW icon
22
Dimensional World Equity ETF
DFAW
$1.69B
$429K 0.16%
5,180
+296
+6% +$23.9K
BSV icon
23
Vanguard Short-Term Bond ETF
BSV
$45.4B
$426K 0.16%
5,466
+1,287
+31% +$100K
SCHX icon
24
Schwab US Large- Cap ETF
SCHX
$74.4B
$415K 0.16%
14,116
– –
VWO icon
25
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$371K 0.14%
6,217
– –
1
2

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Hippocratic Financial Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Hippocratic Financial Advisors held 41 positions worth $265M, up 16% from $228M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hippocratic Financial Advisors deployed $19.1M of net new capital in Q2 2026, opening 8 new positions and adding to 24 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 434 shares worth $298K.

By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, down from 100% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $351K trimmed.

  • Hippocratic Financial Advisors's largest Q2 2026 buy was Vanguard S&P 500 ETF: 434 shares worth $298K.
  • Hippocratic Financial Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2026, an estimated $8.45M increase.
  • Hippocratic Financial Advisors's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $351K.
  • Hippocratic Financial Advisors fully exited iShares Gold Trust in Q2 2026, selling an estimated $220K.
  • Hippocratic Financial Advisors's ten largest holdings make up 87% of its $265M portfolio in Q2 2026.
  • Hippocratic Financial Advisors opened 8 new positions and closed 2 in Q2 2026.
  • Hippocratic Financial Advisors's portfolio value rose 16% quarter-over-quarter to $265M.

Based on Hippocratic Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.