Hegarty Advisors, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity securities holdings as of September 30, 2026. The filing, submitted on October 20, 2026, lists a total of 65 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant portion allocated to Vanguard Index Funds. The top holding by number of shares is the Vanguard Index Funds S&P 500 ETF Shares, which comprises 18,166,663 shares. Other notable Vanguard ETFs in the portfolio include the Vanguard International Equity Index Fund FTSE AllWorld Ex US (20,075,988 shares) and the Vanguard International Equity Index Fund TT World Stock ETF (5,825,978 shares).
Individual stock positions include major technology and industrial names. Berkshire Hathaway Inc. Class B shares are held at 734,476, while ExxonMobil Holdings Corp. shares total 214,993. Other individual equities listed include Apple Inc. (2,151,676 shares), Alphabet Inc. Class A and Class C (261,501 and 204,785 shares respectively), and Microsoft Corporation (878,598 shares).
The filing also includes various sector-specific ETFs, such as the Global X U.S. Preferred Stock ETF (1,925,236 shares) and the iShares Core S&P 500 ETF (495,489 shares). Additionally, the portfolio holds positions in the SPDR Gold Shares (1,886,643 shares) and the Simplify Exchange Traded Fund MBS ETF (928,770 shares).
