Hegarty Advisors Increases Portfolio Exposure Amid Market Shifts

As of June 30, 2026, Hegarty Advisors LLC's portfolio shows notable shifts in its holdings. The total value stands at $144 million, reflecting adjustments across various asset classes.

Among the most significant changes this quarter are new positions established by the investor. Vanguard Index Funds (VO), tracked via symbol VOO and available for detailed analysis at ISHARES or directly as VO, represents a substantial new allocation according to the filing. Similarly, the Vanguard Information Technology ETF (VUG, symbol VANGUARD INDEX FDS (VUG)) and ProShares UltraShort VIX via iPath (PWV) are also listed as new positions in the changed_holdings data.

The investor has significantly increased its stake in several Vanguard funds. The total shares of Vanguard Index Funds (VOO) grew by 1,045 units, representing a nearly 96% increase or $17 million added to this position. This was the largest percentage gain for any holding according to the filing data. Similarly, holdings in Vanguard Intermediate-Term Bond ETF (VBR) and Vanguard Total Stock Market ETF (VOE, symbol VANGUARD INDEX FDS (VOE)) also saw substantial increases, though they were already established positions.

In addition to these large buys, the filing indicates purchases in other areas. The investor increased its position in Vanguard Scottsdale Taxable Fixed Income ETF (VONV) by 1,331 shares and added to Vanguard Admiral Shares Total Stock Market Index Fund Class (VIOV, symbol VANGUARD ADMIRAL FDS INC (VIOV)).

The investor also made notable purchases in exchange-traded fund products. The iShares Core Volatility Weighted ETF (QQQM) and Vanguard International Equity Index Fund (VTIP, symbol VANGUARD MALVERN FDS (VTIP)) were both increased, adding to their respective allocations.

Conversely, the filing shows decreases or exits from certain holdings. The iShares Core S&P Small Cap Growth ETF (RSP), a significant position previously, saw its shares decrease by 883 units (-4.08%) according to the data provided. Other holdings like Vanguard International Equity Index Fund Series A Shares (VEU) and iShares Core S&P Small Cap Total Market ETF (VYM) also experienced smaller reductions.

The overall portfolio allocation remains dominated by broad-based index funds, with Vanguard Total Stock Market Index Fund (VO) now holding the largest single position at 0.79% according to this filing's data. The investor has maintained a diversified approach despite these quarterly adjustments.