Hippocratic Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Westlake Village, CA
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
28
Total value ($000)
$216,929
Net value change ($000)
+9,078 (4.4%)
New positions
2
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IWB 3,966 8.2%
DMX 3,087 12.8%
DUHP 2,247 8.4%
DFIC 1,766 10.0%
DBND 995 13.5%
VDC 733 16.4%
DFIV 577 20.1%
DFEM 570 6.9%
XLU 549 10.3%
INDA 465 15.0%
Top Reduces (Value $000, Stocks/ETFs)
BIL -6,589 -24.4%
MSFT -205 -100.0%
IBIT -84 -3.5%
DFSD -47 -1.6%
DFCF -32 -3.0%
VWO -2 -1.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type