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HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $228M
1-Year Est. Return 11.95%
This Fund
S&P 500
This Quarter Est. Return
-1.09%
1 Year Est. Return
+11.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$11.1M
Cap. Flow
+$14M
Cap. Flow %
6.15%
Top 10 Hldgs %
87.1%
Holding
34
New
6
Increased
19
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
IWB icon
iShares Russell 1000 ETF
IWB
+$4.73M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.34M
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.27M
4
DMX
DoubleLine Multi-Sector Income ETF
DMX
+$929K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$677K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.06M
2
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$387K
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$362K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$204K
5
TSLA icon
Tesla
TSLA
+$201K

Sector Composition

Rank Sector Weight
1 Technology 0.4%
2 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBR icon
26
Vanguard Small-Cap Value ETF
VBR
$37B
$287K 0.13%
1,323
– –
VGIT icon
27
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$262K 0.11%
+4,393
New +$263K
SCHP icon
28
Schwab US TIPS ETF
SCHP
$16.4B
$258K 0.11%
+9,688
New +$258K
SCHF icon
29
Schwab International Equity ETF
SCHF
$66.5B
$251K 0.11%
+10,130
New +$258K
IAU icon
30
iShares Gold Trust
IAU
$64.6B
$220K 0.1%
+2,492
New +$229K
SPYM
31
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$218K 0.1%
2,853
+109
+4% +$8.72K
AMZN icon
32
Amazon
AMZN
$2.62T
$206K 0.09%
989
+105
+12% +$23.1K
SDVY icon
33
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$205K 0.09%
+5,192
New +$211K
TSLA icon
34
Tesla
TSLA
$1.42T
– –
-447
Closed -$201K
1
2

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Hippocratic Financial Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Hippocratic Financial Advisors held 34 positions worth $228M, up 5.1% from $217M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hippocratic Financial Advisors deployed $14M of net new capital in Q1 2026, opening 6 new positions and adding to 19 existing holdings. Its largest new stake was Vanguard Short-Term Bond ETF: 4,179 shares worth $328K.

By sector, the portfolio is most concentrated in Technology at 0.4% of assets, down from 0.41% a quarter earlier, followed by Consumer Discretionary.

On the sell side, the largest reduction was Dimensional US Core Equity 2 ETF, an estimated $1.06M trimmed.

  • Hippocratic Financial Advisors's largest Q1 2026 buy was Vanguard Short-Term Bond ETF: 4,179 shares worth $328K.
  • Hippocratic Financial Advisors added most to iShares Russell 1000 ETF in Q1 2026, an estimated $4.73M increase.
  • Hippocratic Financial Advisors's biggest Q1 2026 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $1.06M.
  • Hippocratic Financial Advisors fully exited Tesla in Q1 2026, selling an estimated $201K.
  • Hippocratic Financial Advisors's ten largest holdings make up 87% of its $228M portfolio in Q1 2026.
  • Hippocratic Financial Advisors opened 6 new positions and closed 1 in Q1 2026.
  • Hippocratic Financial Advisors's portfolio value rose 5.1% quarter-over-quarter to $228M.

Based on Hippocratic Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.