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Hippocratic Financial Advisors 13F Portfolio

Portfolio Manager
Hippocratic Financial Advisors LLC
Performance
-0.14% (2026 Q3)
AUM (13F)
$254.08M
# of Holdings
51
Performance Rank
N/A
Allocation (Top 20)
95.84%
Latest filing
Q3 2026

Hippocratic Financial Advisors LLC Holdings Map

Top 50 Hippocratic Financial Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWB
ISHARES TR
26.78%163.5K$68.0M
+3.13%(+4.96K)
2025-Q3: 132.7K shares2025-Q4: 140.5K shares2026-Q1: 153.2K shares2026-Q2: 158.5K shares2026-Q3: 163.5K shares
$332.99(+25.62%)
2026-09-30
BIL
SPDR SERIES TRUST
20.27%562.1K$51.5M
+54.54%(+198.38K)
2025-Q3: 294.9K shares2025-Q4: 223.9K shares2026-Q1: 271.4K shares2026-Q2: 363.7K shares2026-Q3: 562.1K shares
$91.63(-0.07%)
2026-09-30
DMX
DOUBLELINE ETF TRUST
11.96%619.7K$30.4M
+4.70%(+27.84K)
2025-Q3: 477.0K shares2025-Q4: 539.9K shares2026-Q1: 558.3K shares2026-Q2: 591.9K shares2026-Q3: 619.7K shares
$50.21(-2.65%)
2026-09-30
DFIC
DIMENSIONAL ETF TRUST
8.97%605.7K$22.8M
+3.36%(+19.71K)
2025-Q3: 539.3K shares2025-Q4: 564.4K shares2026-Q1: 573.8K shares2026-Q2: 586.0K shares2026-Q3: 605.7K shares
$28.61(+31.18%)
2026-09-30
DFEM
DIMENSIONAL ETF TRUST
4.47%286.2K$11.4M
+3.90%(+10.74K)
2025-Q3: 257.1K shares2025-Q4: 266.5K shares2026-Q1: 269.1K shares2026-Q2: 275.4K shares2026-Q3: 286.2K shares
$28.10(+35.54%)
2026-09-30
DFAC
DIMENSIONAL ETF TRUST
4.38%250.2K$11.1M
-2.94%(-7.57K)
2025-Q3: 276.3K shares2025-Q4: 272.9K shares2026-Q1: 246.6K shares2026-Q2: 257.7K shares2026-Q3: 250.2K shares
$34.67(+29.44%)
2026-09-30
DBND
DOUBLELINE ETF TRUST
3.63%212.4K$9.2M
+5.32%(+10.72K)
2025-Q3: 158.3K shares2025-Q4: 180.4K shares2026-Q1: 189.9K shares2026-Q2: 201.7K shares2026-Q3: 212.4K shares
$46.09(-5.21%)
2026-09-30
XLU
SELECT SECTOR SPDR TR
2.39%153.8K$6.1M
+5.20%(+7.60K)
2025-Q3: 122.6K shares2025-Q4: 138.1K shares2026-Q1: 138.8K shares2026-Q2: 146.2K shares2026-Q3: 153.8K shares
$40.75(+1.49%)
2026-09-30
VDC
VANGUARD WORLD FD
2.26%26.3K$5.7M
+1.26%(+327)
2025-Q3: 20.9K shares2025-Q4: 24.6K shares2026-Q1: 24.7K shares2026-Q2: 26.0K shares2026-Q3: 26.3K shares
$216.84(+9.03%)
2026-09-30
DFIV
DIMENSIONAL ETF TRUST
1.87%84.9K$4.7M
+6.76%(+5.38K)
2025-Q3: 62.2K shares2025-Q4: 69.1K shares2026-Q1: 67.8K shares2026-Q2: 79.5K shares2026-Q3: 84.9K shares
$41.93(+33.52%)
2026-09-30

About Hippocratic Financial Advisors LLCโ€™s portfolio

Hippocratic Financial Advisors LLC reports $254.08M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are IWB (26.8%), BIL (20.3%) and DMX (12.0%). The top 20 holdings account for 95.84% of reported assets. Its disclosed equity book has returned +17.84% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
IWB โ€” 26.8% ($68.03M)BIL โ€” 20.3% ($51.51M)DMX โ€” 12.0% ($30.39M)DFIC โ€” 9.0% ($22.78M)DFEM โ€” 4.5% ($11.37M)DFAC โ€” 4.4% ($11.12M)DBND โ€” 3.6% ($9.23M)XLU โ€” 2.4% ($6.07M)VDC โ€” 2.3% ($5.74M)DFIV โ€” 1.9% ($4.74M)Other โ€” 12.9% ($32.84M)
87%in top 10
  • IWB26.8%
  • BIL20.3%
  • DMX12.0%
  • DFIC9.0%
  • DFEM4.5%
  • DFAC4.4%
  • DBND3.6%
  • XLU2.4%
  • VDC2.3%
  • DFIV1.9%
  • Other12.9%

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
14
FTECFIDELITY COVINGTON TRUST1.2%
QQQINVESCO QQQ TR0.4%
IVVISHARES TR0.3%
BRK.BBERKSHIRE HATHAWAY INC DEL0.3%
+10 opened
Added to
18
BILSPDR SERIES TRUST+54.5%
IWBISHARES TR+3.1%
DMXDOUBLELINE ETF TRUST+4.7%
DFICDIMENSIONAL ETF TRUST+3.4%
+14 more
Trimmed
8
DFACDIMENSIONAL ETF TRUST-2.9%
DFSDDIMENSIONAL ETF TRUST-8.7%
VYMVANGUARD WHITEHALL FDS-4.6%
SCHXSCHWAB STRATEGIC TR-20.8%
+4 more

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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

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