StockDrifts LogoStockDrifts

Hippocratic Financial Advisors 13F Portfolio

Portfolio Manager
Hippocratic Financial Advisors, LLC
Performance
+7.84% (2026 Q2)
AUM (13F)
$265.05M
# of Holdings
39
Performance Rank
N/A
Allocation (Top 20)
97.79%
Latest filing
Q2 2026

Hippocratic Financial Advisors, LLC Holdings Map

Top 39 Hippocratic Financial Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWB
ISHARES TR
24.49%158.5K$64.9M
+3.48%(+5.33K)
2025-Q2: 129.7K shares2025-Q3: 132.7K shares2025-Q4: 140.5K shares2026-Q1: 153.2K shares2026-Q2: 158.5K shares
$330.49(+28.19%)
2026-06-30
DUHP
DIMENSIONAL ETF TRUST
13.61%864.4K$36.1M
+4.77%(+39.34K)
2025-Q2: 685.2K shares2025-Q3: 711.6K shares2025-Q4: 765.9K shares2026-Q1: 825.0K shares2026-Q2: 864.4K shares
$34.75(+22.69%)
2026-06-30
BIL
SPDR SERIES TRUST
12.57%363.7K$33.3M
+34.02%(+92.32K)
2025-Q2: 239.2K shares2025-Q3: 294.9K shares2025-Q4: 223.9K shares2026-Q1: 271.4K shares2026-Q2: 363.7K shares
$91.63(-0.16%)
2026-06-30
DMX
DOUBLELINE ETF TRUST
11.22%591.9K$29.7M
+6.01%(+33.54K)
2025-Q2: 432.9K shares2025-Q3: 477.0K shares2025-Q4: 539.9K shares2026-Q1: 558.3K shares2026-Q2: 591.9K shares
$50.24(-0.45%)
2026-06-30
DFIC
DIMENSIONAL ETF TRUST
8.24%586.0K$21.8M
+2.13%(+12.21K)
2025-Q2: 523.0K shares2025-Q3: 539.3K shares2025-Q4: 564.4K shares2026-Q1: 573.8K shares2026-Q2: 586.0K shares
$28.31(+38.51%)
2026-06-30
DFAC
DIMENSIONAL ETF TRUST
4.31%257.7K$11.4M
+4.49%(+11.07K)
2025-Q2: 281.3K shares2025-Q3: 276.3K shares2025-Q4: 272.9K shares2026-Q1: 246.6K shares2026-Q2: 257.7K shares
$34.67(+32.67%)
2026-06-30
DFEM
DIMENSIONAL ETF TRUST
4.22%275.4K$11.2M
+2.34%(+6.31K)
2025-Q2: 254.9K shares2025-Q3: 257.1K shares2025-Q4: 266.5K shares2026-Q1: 269.1K shares2026-Q2: 275.4K shares
$27.63(+42.63%)
2026-06-30
DBND
DOUBLELINE ETF TRUST
3.47%201.7K$9.2M
+6.19%(+11.75K)
2025-Q2: 141.5K shares2025-Q3: 158.3K shares2025-Q4: 180.4K shares2026-Q1: 189.9K shares2026-Q2: 201.7K shares
$46.18(-2.65%)
2026-06-30
DFSV
DIMENSIONAL ETF TRUST
2.77%189.3K$7.3M
+2.50%(+4.62K)
2025-Q2: 174.3K shares2025-Q3: 175.4K shares2025-Q4: 180.1K shares2026-Q1: 184.7K shares2026-Q2: 189.3K shares
$30.90(+30.86%)
2026-06-30
XLU
SELECT SECTOR SPDR TR
2.5%146.2K$6.6M
+5.39%(+7.48K)
2025-Q2: 116.2K shares2025-Q3: 122.6K shares2025-Q4: 138.1K shares2026-Q1: 138.8K shares2026-Q2: 146.2K shares
$40.67(+6.67%)
2026-06-30

About Hippocratic Financial Advisors, LLCโ€™s portfolio

Hippocratic Financial Advisors, LLC reports $265.05M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are IWB (24.5%), DUHP (13.6%) and BIL (12.6%). The top 20 holdings account for 97.79% of reported assets. Its disclosed equity book has returned +18.01% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
IWB โ€” 24.5% ($64.92M)DUHP โ€” 13.6% ($36.07M)BIL โ€” 12.6% ($33.33M)DMX โ€” 11.2% ($29.74M)DFIC โ€” 8.2% ($21.84M)DFAC โ€” 4.3% ($11.43M)DFEM โ€” 4.2% ($11.19M)DBND โ€” 3.5% ($9.19M)DFSV โ€” 2.8% ($7.34M)XLU โ€” 2.5% ($6.63M)Other โ€” 12.6% ($33.37M)
87%in top 10
  • IWB24.5%
  • DUHP13.6%
  • BIL12.6%
  • DMX11.2%
  • DFIC8.2%
  • DFAC4.3%
  • DFEM4.2%
  • DBND3.5%
  • DFSV2.8%
  • XLU2.5%
  • Other12.6%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
8
IWMISHARES TR0.1%
VOOVANGUARD INDEX FDS0.1%
USIGISHARES TR0.1%
VTIVANGUARD INDEX FDS0.1%
+4 opened
Added to
24
BILSPDR SERIES TRUST+34.0%
IWBISHARES TR+3.5%
DMXDOUBLELINE ETF TRUST+6.0%
DUHPDIMENSIONAL ETF TRUST+4.8%
+20 more
Trimmed
2
SPYSTATE STR SPDR S&P 500 ETF T-14.0%
DFSDDIMENSIONAL ETF TRUST-0.7%

Unlock alerts, watchlists & AI chat

Sign up free to track Hippocratic Financial Advisors, LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Hippocratic Financial Advisors, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055803). View Hippocratic Financial Advisors, LLCโ€™s 13F filings on SEC

More 13F analyses

View all