Hegarty Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Garden City, NY
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$161,797
Net value change ($000)
+16,485 (11.3%)
New positions
4
Sold out positions
5
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 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)
VEU 2,085 11.6%
VOO 2,003 12.4%
VTI 1,486 48.5%
VOE 1,468 24.2%
SPY 1,264 49.9%
VTV 1,028 51.8%
QQQ 997 35.4%
VEA 893 45.4%
STRV 711 9.7%
VONV 662 12.2%
Top Reduces (Value $000, Stocks/ETFs)
ICSH -365 -37.5%
MDY -295 -100.0%
VSS -228 -100.0%
VXUS -216 -100.0%
IJH -212 -100.0%
VNQ -205 -100.0%
VYM -163 -6.1%
VTIP -117 -4.5%
GS -109 -11.0%
VWO -92 -4.5%
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