Hippocratic Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Westlake Village, CA
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
27
Total value ($000)
$207,851
Net value change ($000)
+20,637 (11.0%)
New positions
4
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIL 5,115 23.3%
IWB 4,461 10.1%
DUHP 2,513 10.3%
DMX 2,354 10.8%
DFIC 1,422 8.7%
DBND 826 12.6%
DFEM 680 9.0%
XLU 602 12.7%
DFAC 574 5.7%
DFIV 463 19.2%
Top Reduces (Value $000, Stocks/ETFs)
AGG -310 -100.0%
DFSD -112 -3.7%
INDA -70 -2.2%
DFAW -66 -12.2%
DFCF -43 -3.9%
VBR -16 -5.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type