Q3 2026 13F · SEC CIK 2055803
Hippocratic Financial Advisors, LLC
Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $254.1M
- Reported positions
- 51
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $229.0M
Hippocratic Financial Advisors, LLC is a wealth manager that reported 51 positions worth $254.1M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Ishares Tr (IWB, 26.8%), Spdr Series Trust (BIL, 20.3%), Doubleline ETF Trust (DMX, 12.0%).
Hippocratic Financial Advisors, LLC holdings largest 50 of 51 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Hippocratic Financial Advisors, LLC bought and sold in Q3 2026, against Q2 2026.
New positions
- FTEC Fidelity Covington Trust1.2% of 13F
- QQQ Invesco Qqq Tr0.4% of 13F
- IVV Ishares Tr0.3% of 13F
- BRK-B Berkshire Hathaway Inc Del0.3% of 13F
- MSFT Microsoft Corp0.2% of 13F
- XLK Select Sector Spdr Tr0.2% of 13F
- SCHG Schwab Strategic Tr0.1% of 13F
- JPM Jpmorgan Chase & Co0.1% of 13F
Added to
- VOO Vanguard Index Fds+84.1% shares
- BIL Spdr Series Trust+54.5% shares
- SCHF Schwab Strategic Tr+34.7% shares
- Vaneck Bitcoin ETF+24.3% shares
- NVDA Nvidia Corporation+8.9% shares
- INDA Ishares Tr+8.1% shares
- IBIT Ishares Bitcoin Trust ETF+7.2% shares
- DFIV Dimensional ETF Trust+6.8% shares
Reduced
- SCHX Schwab Strategic Tr-20.8% shares
- DFSD Dimensional Short-Duration Fixed Income -8.7% shares
- DFAW Dimensional ETF Trust-7.8% shares
Left the top 50
- DUHP Dimensional ETF Trustwas 13.6%
- DFSV Dimensional US Small Capwas 2.8%
- VGLT Vanguard Scottsdale Fdswas 0.1%
- TSLA Tesla Incwas 0.1%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +7.1% /yr
- S&P 500 +11.7%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $254.1M | 51 |
| Q2 2026 | $265.1M | 39 |
| Q1 2026 | $228.0M | 33 |
| Q4 2025 | $216.9M | 28 |
| Q3 2025 | $207.9M | 27 |
| Q2 2025 | $187.2M | 24 |
| Q1 2025 | $168.0M | 20 |
| Q4 2024 | $143.9M | 21 |
Questions about Hippocratic Financial Advisors, LLC's portfolio
What stocks does Hippocratic Financial Advisors, LLC own?
Hippocratic Financial Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 51 positions worth $254.1M. The largest are Ishares Tr (IWB) at 26.8%, Spdr Series Trust (BIL) at 20.3%, Doubleline ETF Trust (DMX) at 12.0%, Dimensional ETF Trust (DFIC) at 9.0% and Dimensional ETF Trust (DFEM) at 4.5%.
What did Hippocratic Financial Advisors, LLC buy last quarter?
In Q3 2026, Hippocratic Financial Advisors, LLC added a new position in Fidelity Covington Trust (FTEC), a new position in Invesco Qqq Tr (QQQ), a new position in Ishares Tr (IVV), a new position in Berkshire Hathaway Inc Del (BRK-B), a new position in Microsoft Corp (MSFT), Vanguard Index Fds (VOO) (+84.1% shares), Spdr Series Trust (BIL) (+54.5% shares) and Schwab Strategic Tr (SCHF) (+34.7% shares), compared with its Q2 2026 filing.
What did Hippocratic Financial Advisors, LLC sell last quarter?
In Q3 2026, Hippocratic Financial Advisors, LLC cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Vanguard Scottsdale Fds (VGLT), cut from its top 50 Tesla Inc (TSLA), Schwab Strategic Tr (SCHX) (-20.8% shares), Dimensional Short-Duration Fixed Income (DFSD) (-8.7% shares) and Dimensional ETF Trust (DFAW) (-7.8% shares), compared with its Q2 2026 filing.
When is Hippocratic Financial Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Hippocratic Financial Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Hippocratic Financial Advisors, LLC manage?
Hippocratic Financial Advisors, LLC reported $229.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $254.1M.