Hegarty Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Garden City, NY
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$145,312
Net value change ($000)
+18,469 (14.6%)
New positions
10
Sold out positions
1
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
VEU 2,008 12.6%
QQQM 1,630 54.9%
VOO 1,477 10.1%
VOE 1,362 28.9%
VBR 1,143 11.7%
EMXC 1,019 38.7%
STRV 973 15.3%
VIOV 909 22.4%
VONV 765 16.4%
VT 709 13.9%
Top Reduces (Value $000, Stocks/ETFs)
SIVR -375 -22.5%
GLDM -248 -12.9%
XOM -225 -100.0%
AMZN -202 -31.5%
MTBA -70 -6.4%
XLE -53 -10.6%
EEM -36 -14.1%
PDBA -34 -3.5%
VGSH -30 -1.9%
TIP -22 -6.8%
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