2026 Q3 Portfolio Activity
In 2026 Q3, Hippocratic Financial Advisors, LLC maintained a portfolio of 54 distinct positions. The most significant new addition was FIDELITY COVINGTON TRUST, now representing 1.19% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 54.5%. Conversely, Hippocratic Financial Advisors, LLC completely exited their position in DIMENSIONAL ETF TRUST.
Position History
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Total Positions
54
Quarter
2026 Q3
Top Holding
IWB (26.8%)
Top 10 Concentration
87.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 54
Hippocratic Financial Advisors, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IWB
ISHARES TR
|
ETF | 26.78% | 24.49% |
#1
Prev: #1
|
6.5 |
—
|
4,958 | 3.1% |
P
S
|
163,484 | $68,030,434 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 20.27% | 12.57% |
#2
1
Prev: #3
|
8.5 |
—
|
198,380 | 54.5% |
P
S
|
562,086 | $51,509,539 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DMX
DOUBLELINE ETF ...
|
ETF | 11.96% | 11.22% |
#3
1
Prev: #4
|
5.5 |
—
|
27,838 | 4.7% |
P
S
|
619,706 | $30,389,880 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 8.97% | 8.24% |
#4
1
Prev: #5
|
4.6 |
—
|
19,707 | 3.4% |
P
S
|
605,739 | $22,781,857 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 4.47% | 4.22% |
#5
2
Prev: #7
|
2.8 |
—
|
10,740 | 3.9% |
P
S
|
286,152 | $11,365,961 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 4.38% | 4.31% |
#6
Prev: #6
|
2.3 |
—
|
-7,567 | -2.9% |
P
S
|
250,156 | $11,119,417 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DBND
DOUBLELINE ETF ...
|
ETF | 3.63% | 3.47% |
#7
1
Prev: #8
|
3.5 |
—
|
10,723 | 5.3% |
P
S
|
212,386 | $9,234,529 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLU
SELECT SECTOR S...
|
ETF | 2.39% | 2.50% |
#8
2
Prev: #10
|
3.0 |
—
|
7,597 | 5.2% |
P
S
|
153,827 | $6,066,940 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 2.26% | 2.21% |
#9
2
Prev: #11
|
1.4 |
—
|
327 | 1.3% |
P
S
|
26,317 | $5,742,661 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.87% | 1.62% |
#10
3
Prev: #13
|
2.7 |
—
|
5,376 | 6.8% |
P
S
|
84,907 | $4,742,886 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.67% | 1.70% |
#11
1
Prev: #12
|
1.2 |
—
|
-1,303 | -4.6% |
P
S
|
27,261 | $4,230,932 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
INDA
ISHARES TR
|
ETF | 1.62% | 1.52% |
#12
2
Prev: #14
|
2.6 |
—
|
6,663 | 8.1% |
P
S
|
88,440 | $4,128,359 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 1.33% | 0.84% |
#13
4
Prev: #17
|
2.5 |
—
|
4,810 | 7.2% |
P
S
|
71,626 | $3,390,798 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 1.19% | — |
#14
Prev: #—
|
4.0 |
—
|
10,079 | — |
NEW
|
10,079 | $3,024,305 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.89% | 0.84% |
#15
1
Prev: #16
|
0.9 |
—
|
-22 | -0.7% |
P
S
|
2,957 | $2,255,097 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.85% | 0.91% |
#16
1
Prev: #15
|
0.8 |
—
|
-4,392 | -8.7% |
P
S
|
46,331 | $2,153,094 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.42% | — |
#17
Prev: #—
|
3.7 |
—
|
1,434 | — |
NEW
|
1,434 | $1,060,653 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.33% | 0.25% |
#18
1
Prev: #19
|
2.1 |
—
|
298 | 8.9% |
P
S
|
3,644 | $832,217 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.30% | 0.31% |
#19
1
Prev: #18
|
0.6 |
—
|
-693 | -3.5% |
P
S
|
18,947 | $760,145 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IVV
ISHARES TR
|
ETF | 0.26% | — |
#20
Prev: #—
|
3.6 |
—
|
874 | — |
NEW
|
874 | $669,353 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.25% | — |
#21
Prev: #—
|
3.6 |
—
|
1,292 | — |
NEW
|
1,292 | $643,384 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AAPL
APPLE INC
|
Technology | 0.24% | 0.19% |
#22
2
Prev: #20
|
0.6 |
—
|
86 | 5.0% |
P
S
|
1,814 | $604,014 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.22% | 0.11% |
#23
6
Prev: #29
|
3.1 |
—
|
365 | 84.1% |
P
S
|
799 | $559,775 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.19% | — |
#24
Prev: #—
|
3.6 |
—
|
936 | — |
NEW
|
936 | $480,167 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
EFV
ISHARES TR
|
ETF | 0.18% | 0.17% |
#25
4
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
5,755 | $455,451 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.17% | — |
#26
Prev: #—
|
3.6 |
—
|
2,191 | — |
NEW
|
2,191 | $428,888 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.16% | 0.16% |
#27
4
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
5,466 | $417,602 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.15% | 0.16% |
#28
6
Prev: #22
|
0.6 |
—
|
-403 | -7.8% |
P
S
|
4,777 | $393,192 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
HODL
VANECK BITCOIN ...
|
Bond/Debt | 0.15% | 0.08% |
#29
9
Prev: #38
|
2.6 |
—
|
3,128 | 24.3% |
P
S
|
15,984 | $377,547 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.15% | 0.11% |
#30
1
Prev: #31
|
2.6 |
—
|
3,515 | 34.7% |
P
S
|
13,645 | $374,828 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.15% | 0.14% |
#31
6
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
6,217 | $368,730 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.14% | — |
#32
Prev: #—
|
3.6 |
—
|
10,046 | — |
NEW
|
10,046 | $360,953 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.14% | — |
#33
Prev: #—
|
3.6 |
—
|
1,038 | — |
NEW
|
1,038 | $343,402 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.13% | 0.16% |
#34
10
Prev: #24
|
0.1 |
—
|
-2,943 | -20.8% |
P
S
|
11,173 | $335,190 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.12% | 0.12% |
#35
9
Prev: #26
|
1.0 |
—
|
no change | no change |
P
S
|
12,376 | $311,009 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.12% | 0.12% |
#36
9
Prev: #27
|
1.0 |
—
|
no change | no change |
P
S
|
1,323 | $305,653 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IWF
ISHARES TR
|
ETF | 0.12% | — |
#37
Prev: #—
|
3.5 |
—
|
2,400 | — |
NEW
|
2,400 | $300,624 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.11% | — |
#38
Prev: #—
|
3.5 |
—
|
2,302 | — |
NEW
|
2,302 | $289,341 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.11% | 0.10% |
#39
6
Prev: #33
|
0.5 |
—
|
46 | 4.1% |
P
S
|
1,155 | $287,818 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.11% | 0.11% |
#40
10
Prev: #30
|
1.0 |
—
|
no change | no change |
P
S
|
4,974 | $281,827 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IWM
ISHARES TR
|
ETF | 0.11% | 0.11% |
#41
13
Prev: #28
|
1.0 |
—
|
no change | no change |
P
S
|
996 | $276,778 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.11% | — |
#42
Prev: #—
|
3.5 |
—
|
449 | — |
NEW
|
449 | $273,273 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 0.10% | — |
#43
Prev: #—
|
3.5 |
—
|
2,952 | — |
NEW
|
2,952 | $264,145 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.10% | 0.10% |
#44
10
Prev: #34
|
0.5 |
—
|
1 | 0.1% |
P
S
|
688 | $257,477 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.10% | 0.09% |
#45
10
Prev: #35
|
0.5 |
—
|
-1 | -0.0% |
P
S
|
2,859 | $256,579 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MFP
MIDERA FOOD PRO...
|
Industrials | 0.10% | — |
#46
Prev: #—
|
3.5 |
—
|
6,261 | — |
NEW
|
6,261 | $255,574 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
USIG
ISHARES TR
|
ETF | 0.10% | 0.10% |
#47
15
Prev: #32
|
1.0 |
—
|
no change | no change |
P
S
|
5,157 | $251,197 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.09% | — |
#48
Prev: #—
|
3.5 |
—
|
2,072 | — |
NEW
|
2,072 | $223,009 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.08% | — |
#49
Prev: #—
|
3.5 |
—
|
615 | — |
NEW
|
615 | $211,678 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.08% | 0.08% |
#50
11
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
861 | $200,880 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 |
Showing 1-50 of 54 holdings