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Hippocratic Financial Advisors Portfolio holdings
AUM
$254M
Turnover
33.33%
1-Year Est. Return
8.58%
This Fund
S&P 500
This Quarter Est. Return
+0.35%
1 Year Est. Return
+8.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$254M
AUM Growth
-$11M
(-4.1%)
Cap. Flow
-$11M
Cap. Flow % of AUM
Cap. Flow %
-4.31%
Top 10 Holdings %
Top 10 Hldgs %
86.97%
Holding
54
New
15
Increased
18
Reduced
8
Closed
3
Avg Time Held
0.8
years
Top 10 Avg Time Held
1.2
years
Top 20 Avg Time Held
1.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$18.2M |
| 2 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
+$2.86M |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$2.06M |
| 4 |
DoubleLine Multi-Sector Income ETF
DMX
|
+$1.39M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.02M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
|
+$36.1M |
| 2 |
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
|
+$7.34M |
| 3 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$341K |
| 4 |
Tesla
TSLA
|
+$217K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$211K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 98.47% |
| 2 | Technology | 0.84% |
| 3 | Financials | 0.39% |
| 4 | Consumer Discretionary | 0.11% |
| 5 | Industrials | 0.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Russell 1000 ETF
IWB
$49.1B
| $68M | 26.78% |
163,484
+4,958
| +3% | +$2.06M |
2025 Q2
5 quarters
|
|
|
2
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$51.2B
| $51.5M | 20.27% |
562,086
+198,380
| +55% | +$18.2M |
2025 Q1
6 quarters
|
|
|
3
DoubleLine Multi-Sector Income ETF
DMX
$108M
| $30.4M | 11.96% |
619,706
+27,838
| +5% | +$1.39M |
2025 Q2
5 quarters
|
|
4
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
| $22.8M | 8.97% |
605,739
+19,707
| +3% | +$757K |
2024 Q4
7 quarters
|
|
5
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.19B
| $11.4M | 4.47% |
286,152
+10,740
| +4% | +$424K |
2024 Q4
7 quarters
|
|
|
6
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$49.4B
| $11.1M | 4.38% |
250,156
-7,567
| -3% | -$341K |
2024 Q4
7 quarters
|
|
7
DoubleLine Opportunistic Bond ETF
DBND
$759M
| $9.23M | 3.63% |
212,386
+10,723
| +5% | +$480K |
2025 Q2
5 quarters
|
|
8
State Street Utilities Select Sector SPDR ETF
XLU
$24.6B
| $6.07M | 2.39% |
153,827
+7,597
| +5% | +$330K |
2025 Q2
5 quarters
|
|
9
Vanguard Consumer Staples ETF
VDC
$7.96B
| $5.74M | 2.26% |
26,317
+327
| +1% | +$74.7K |
2024 Q4
7 quarters
|
|
10
Dimensional International Value ETF
DFIV
$21.9B
| $4.74M | 1.87% |
84,907
+5,376
| +7% | +$307K |
2024 Q4
7 quarters
|
|
|
11
Vanguard High Dividend Yield ETF
VYM
$82B
| $4.23M | 1.67% |
27,261
-1,303
| -5% | -$211K |
2024 Q4
7 quarters
|
|
12
iShares MSCI India ETF
INDA
$5.81B
| $4.13M | 1.62% |
88,440
+6,663
| +8% | +$327K |
2024 Q4
7 quarters
|
|
13
iShares Bitcoin Trust
IBIT
$67.9B
| $3.39M | 1.33% |
71,626
+4,810
| +7% | +$194K |
2024 Q4
7 quarters
|
|
|
14
Fidelity MSCI Information Technology Index ETF
FTEC
$21.6B
| $3.02M | 1.19% |
+10,079
| New | +$2.86M |
2026 Q3
0 quarters
|
|
15
State Street SPDR S&P 500 ETF Trust
SPY
$824B
| $2.26M | 0.89% |
2,957
-22
| -0.7% | -$16.7K |
2024 Q4
7 quarters
|
|
16
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.26B
| $2.15M | 0.85% |
46,331
-4,392
| -9% | -$208K |
2024 Q4
7 quarters
|
|
|
17
Invesco QQQ Trust
QQQ
$489B
| $1.06M | 0.42% |
+1,434
| New | +$1.02M |
2026 Q3
0 quarters
|
|
18
NVIDIA
NVDA
$5.34T
| $832K | 0.33% |
3,644
+298
| +9% | +$63.9K |
2024 Q4
7 quarters
|
|
19
Dimensional Core Fixed Income ETF
DFCF
$11.4B
| $760K | 0.3% |
18,947
-693
| -4% | -$28.7K |
2024 Q4
7 quarters
|
|
20
iShares Core S&P 500 ETF
IVV
$890B
| $669K | 0.26% |
+874
| New | +$667K |
2026 Q3
0 quarters
|
|
21
Berkshire Hathaway Class B
BRK.B
$1.16T
| $643K | 0.25% |
+1,292
| New | +$652K |
2026 Q3
0 quarters
|
|
22
Apple
AAPL
$5.02T
| $604K | 0.24% |
1,814
+86
| +5% | +$27.6K |
2024 Q4
7 quarters
|
|
23
Vanguard S&P 500 ETF
VOO
$1.05T
| $560K | 0.22% |
799
+365
| +84% | +$255K |
2026 Q2
1 quarter
|
|
24
Microsoft
MSFT
$3.95T
| $480K | 0.19% |
+936
| New | +$433K |
2026 Q3
0 quarters
|
|
25
iShares MSCI EAFE Value ETF
EFV
$30.6B
| $455K | 0.18% |
5,755
| – | – |
2024 Q4
7 quarters
|
|
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Hippocratic Financial Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, Hippocratic Financial Advisors held 54 positions worth $254M, down 4.1% from $265M the previous quarter. Its ten largest holdings account for 87% of the portfolio.
Hippocratic Financial Advisors withdrew a net $11M in Q3 2026, closing 3 positions and reducing 8 holdings. Its most notable exit was U.S. High Relative Profitability Portfolio ETF Class Shares, an estimated $36.1M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, down from 99% a quarter earlier, followed by Technology and Financials.
Against the trend, Hippocratic Financial Advisors opened a new position in Fidelity MSCI Information Technology Index ETF worth $3.02M.
- Hippocratic Financial Advisors's largest Q3 2026 buy was Fidelity MSCI Information Technology Index ETF: 10,079 shares worth $3.02M.
- Hippocratic Financial Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2026, an estimated $18.2M increase.
- Hippocratic Financial Advisors's biggest Q3 2026 reduction was U.S. Core Equity 2 Portfolio ETF Class Shares, cutting an estimated $341K.
- Hippocratic Financial Advisors fully exited U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2026, selling an estimated $36.1M.
- Hippocratic Financial Advisors's ten largest holdings make up 87% of its $254M portfolio in Q3 2026.
- Hippocratic Financial Advisors opened 15 new positions and closed 3 in Q3 2026.
- Hippocratic Financial Advisors's portfolio value fell 4.1% quarter-over-quarter to $254M.
Based on Hippocratic Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.