Hippocratic Financial Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Westlake Village, CA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$254,079
Net value change ($000)
-10,972 (-4.1%)
New positions
15
Sold out positions
3
Turnover %
20.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 18,180 54.5%
IWB 3,114 4.8%
FTEC 3,024 NEW
IBIT 1,167 52.5%
QQQ 1,061 NEW
DFIC 946 4.3%
IVV 669 NEW
DMX 654 2.2%
BRK-B 643 NEW
MSFT 480 NEW
Top Reduces (Value $000, Stocks/ETFs)
DUHP -36,070 -100.0%
DFSV -7,344 -100.0%
XLU -563 -8.5%
DFAC -314 -2.7%
VYM -283 -6.3%
DFSD -269 -11.1%
TSLA -217 -100.0%
VDC -117 -2.0%
SCHX -80 -19.3%
DFCF -69 -8.3%
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