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Hippocratic Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Hippocratic Financial Advisors, LLC

Investment Activity

  • Hippocratic Financial Advisors, LLC has $227.99 million in total holdings as of March 31, 2026.
  • Hippocratic Financial Advisors, LLC owns shares of 33 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 7.00% of the portfolio was purchased this quarter.
  • About 1.04% of the portfolio was sold this quarter.
  • This quarter, Hippocratic Financial Advisors, LLC has purchased 28 new stocks and bought additional shares in 19 stocks.
  • Hippocratic Financial Advisors, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest Holdings

DOUBLELINE ETF TRUST
$27,961,116

Largest New Holdings this Quarter

921937827 - Vanguard Short-Term Bond ETF
$327,675 Holding
92206C706 - Vanguard Intermediate-Term Treasury ETF
$261,603 Holding
808524870 - Schwab U.S. TIPS ETF
$257,798 Holding
808524805 - Schwab International Equity ETF
$250,718 Holding
464285204 - iShares Gold Trust
$219,695 Holding

Largest Purchases this Quarter

iShares Russell 1000 ETF
12,698 shares (about $4.53M)
SPDR Bloomberg 1-3 Month T-Bill ETF
47,439 shares (about $4.35M)
Dimensional US High Profitability ETF
59,135 shares (about $2.17M)
DOUBLELINE ETF TRUST
18,426 shares (about $922.77K)
ISHARES BITCOIN TRUST ETF
15,640 shares (about $600.89K)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF
26,264 shares (about $1.02M)
Dimensional Short-Duration Fixed Income ETF
8,040 shares (about $384.96K)
Vanguard High Dividend Yield ETF
2,409 shares (about $356.77K)
Dimensional Core Fixed Income ETF
4,785 shares (about $202.02K)
DIMENSIONAL ETF TRUST
1,825 shares (about $134.65K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHippocratic Financial Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$54,623,209$4,527,599 9.0%153,19524.0%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$30,327,605$2,173,804 7.7%825,01613.3%ETF
DOUBLELINE ETF TRUST
$27,961,116$922,774 3.4%558,32912.3%MULTI SECTOR INC
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$24,869,852$4,347,317 21.2%271,38610.9%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$20,387,909$335,297 1.7%573,8228.9%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$9,584,766$1,020,618 -9.6%246,6494.2%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$9,297,543$90,866 1.0%269,1044.1%ETF
DBND
DoubleLine Opportunistic Bond ETF
$8,699,731$437,760 5.3%189,9093.8%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$6,471,980$161,394 2.6%184,7032.8%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$6,367,283$29,966 0.5%138,7512.8%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$5,537,042$2,246 0.0%24,6542.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$4,159,791$356,769 -7.9%28,0881.8%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$3,579,239$65,711 -1.8%67,8141.6%ETF
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$3,575,864$494,631 16.1%76,3421.6%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$2,444,705$384,955 -13.6%51,0591.1%ETF
ISHARES BITCOIN TRUST ETF
$2,396,985$600,889 33.5%62,3891.1%SHS BEN INT
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,252,127$1,951 0.1%3,4631.0%Finance
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$821,475$202,023 -19.7%19,4570.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$484,483$22,672 4.9%2,7780.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$430,968$61,422 16.6%1,6980.2%Computer and Technology
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$427,8840.0%5,7550.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$361,934$67,818 23.1%14,1160.2%ETF
DIMENSIONAL ETF TRUST
$360,342$134,649 -27.2%4,8840.2%WORLD EQUITY ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$336,029$130,747 63.7%6,2170.1%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$327,675$327,675 New Holding4,1790.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$287,4220.0%1,3230.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$261,603$261,603 New Holding4,3930.1%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$257,798$257,798 New Holding9,6880.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$250,718$250,718 New Holding10,1300.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$219,695$219,695 New Holding2,4920.1%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$218,344$8,342 4.0%2,8530.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$206,021$21,873 11.9%9890.1%Retail/Wholesale
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$204,721$204,721 New Holding5,1920.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$0$201,025 -100.0%00.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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