2026 Q2 Portfolio Activity
In 2026 Q2, Hippocratic Financial Advisors, LLC maintained a portfolio of 41 distinct positions. The most significant new addition was ISHARES TR, now representing 0.11% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 34.0%.
Position History
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Total Positions
41
Quarter
2026 Q2
Top Holding
IWB (24.5%)
Top 10 Concentration
87.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-41 of 41
Hippocratic Financial Advisors, LLC Full Holdings List — 2026 Q2
| 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 | 24.49% | 23.96% |
#1
Prev: #1
|
6.5 |
—
|
5,331 | 3.5% |
P
S
|
158,526 | $64,916,397 |
$342.47
+23.0%
|
2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | ||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 13.61% | 13.30% |
#2
Prev: #2
|
6.0 |
—
|
39,344 | 4.8% |
P
S
|
864,360 | $36,069,750 |
$34.69
+22.3%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | ||
|
BIL
SPDR SERIES TRU...
|
ETF | 12.57% | 10.91% |
#3
1
Prev: #4
|
7.5 |
—
|
92,320 | 34.0% |
P
S
|
363,706 | $33,330,002 |
$88.52
+3.3%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | ||
|
DMX
DOUBLELINE ETF ...
|
ETF | 11.22% | 12.26% |
#4
1
Prev: #3
|
6.5 |
—
|
33,539 | 6.0% |
P
S
|
591,868 | $29,735,685 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 8.24% | 8.94% |
#5
Prev: #5
|
4.3 |
—
|
12,210 | 2.1% |
P
S
|
586,032 | $21,835,552 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 4.31% | 4.20% |
#6
Prev: #6
|
2.2 |
—
|
11,074 | 4.5% |
P
S
|
257,723 | $11,432,571 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 4.22% | 4.08% |
#7
Prev: #7
|
2.2 |
—
|
6,308 | 2.3% |
P
S
|
275,412 | $11,192,746 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DBND
DOUBLELINE ETF ...
|
ETF | 3.47% | 3.82% |
#8
Prev: #8
|
3.4 |
—
|
11,754 | 6.2% |
P
S
|
201,663 | $9,193,917 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 2.77% | 2.84% |
#9
Prev: #9
|
1.6 |
—
|
4,620 | 2.5% |
P
S
|
189,323 | $7,343,848 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
XLU
SELECT SECTOR S...
|
ETF | 2.50% | 2.79% |
#10
Prev: #10
|
3.0 |
—
|
7,479 | 5.4% |
P
S
|
146,230 | $6,630,068 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 2.21% | 2.43% |
#11
Prev: #11
|
2.9 |
—
|
1,336 | 5.4% |
P
S
|
25,990 | $5,860,485 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.70% | 1.82% |
#12
Prev: #12
|
1.2 |
—
|
476 | 1.7% |
P
S
|
28,564 | $4,513,910 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.62% | 1.57% |
#13
Prev: #13
|
2.6 |
—
|
11,717 | 17.3% |
P
S
|
79,531 | $4,296,274 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
INDA
ISHARES TR
|
ETF | 1.52% | 1.57% |
#14
Prev: #14
|
2.6 |
—
|
5,435 | 7.1% |
P
S
|
81,777 | $4,038,971 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.91% | 1.07% |
#15
Prev: #15
|
0.9 |
—
|
-336 | -0.7% |
P
S
|
50,723 | $2,422,023 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.84% | 0.99% |
#16
1
Prev: #17
|
0.8 |
—
|
-484 | -14.0% |
P
S
|
2,979 | $2,224,628 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.84% | 1.05% |
#17
1
Prev: #16
|
2.3 |
—
|
4,427 | 7.1% |
P
S
|
66,816 | $2,224,305 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.31% | 0.36% |
#18
Prev: #18
|
0.6 |
—
|
183 | 0.9% |
P
S
|
19,640 | $829,004 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.25% | 0.21% |
#19
Prev: #19
|
2.6 |
—
|
568 | 20.4% |
P
S
|
3,346 | $669,501 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AAPL
APPLE INC
|
Technology | 0.19% | 0.19% |
#20
Prev: #20
|
0.6 |
—
|
30 | 1.8% |
P
S
|
1,728 | $500,058 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
EFV
ISHARES TR
|
ETF | 0.17% | 0.19% |
#21
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
5,755 | $440,545 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.16% | 0.16% |
#22
1
Prev: #23
|
2.1 |
—
|
296 | 6.1% |
P
S
|
5,180 | $428,852 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.16% | 0.14% |
#23
2
Prev: #25
|
2.6 |
—
|
1,287 | 30.8% |
P
S
|
5,466 | $425,856 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.16% | 0.16% |
#24
2
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
14,116 | $415,434 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.14% | 0.15% |
#25
1
Prev: #24
|
1.1 |
—
|
no change | no change |
P
S
|
6,217 | $371,093 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.12% | 0.11% |
#26
2
Prev: #28
|
2.5 |
—
|
2,688 | 27.7% |
P
S
|
12,376 | $327,964 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.12% | 0.13% |
#27
1
Prev: #26
|
1.0 |
—
|
no change | no change |
P
S
|
1,323 | $321,476 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IWM
ISHARES TR
|
ETF | 0.11% | — |
#28
Prev: #—
|
3.5 |
—
|
996 | — |
NEW
|
996 | $299,248 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.11% | — |
#29
Prev: #—
|
3.5 |
—
|
434 | — |
NEW
|
434 | $298,076 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.11% | 0.11% |
#30
3
Prev: #27
|
2.0 |
—
|
581 | 13.2% |
P
S
|
4,974 | $293,367 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.11% | 0.11% |
#31
2
Prev: #29
|
1.0 |
—
|
no change | no change |
P
S
|
10,130 | $280,601 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
USIG
ISHARES TR
|
ETF | 0.10% | — |
#32
Prev: #—
|
3.5 |
—
|
5,157 | — |
NEW
|
5,157 | $264,503 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.10% | 0.09% |
#33
1
Prev: #32
|
2.0 |
—
|
120 | 12.1% |
P
S
|
1,109 | $264,367 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.10% | — |
#34
Prev: #—
|
3.5 |
—
|
687 | — |
NEW
|
687 | $254,217 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.09% | 0.10% |
#35
4
Prev: #31
|
0.5 |
—
|
7 | 0.2% |
P
S
|
2,860 | $251,347 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 0.08% | — |
#36
Prev: #—
|
3.5 |
—
|
3,990 | — |
NEW
|
3,990 | $220,168 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.08% | — |
#37
Prev: #—
|
3.5 |
—
|
515 | — |
NEW
|
515 | $216,609 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
HODL
VANECK BITCOIN ...
|
Bond/Debt | 0.08% | — |
#38
Prev: #—
|
3.5 |
—
|
12,856 | — |
NEW
|
12,856 | $213,538 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.08% | — |
#39
Prev: #—
|
3.5 |
—
|
861 | — |
NEW
|
861 | $203,730 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-5,192 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-2,492 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 |
Showing 1-41 of 41 holdings