Hegarty Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Garden City, NY
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$115,200
Net value change ($000)
—
New positions
55
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 4/30/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
VOO 15,143 —
VEU 14,884 —
VBR 9,492 —
STRV 6,775 —
VT 5,303 —
RSP 4,985 —
VONV 4,503 —
VIOV 3,585 —
QQQM 3,529 —
VOE 2,872 —
Top Reduces (Value $000, Stocks/ETFs)
—
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