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DaveManuel.com · Institutional Ownership · 13F Holdings

Hippocratic Financial Advisors, LLC

Reported holdings as of Q3 2026, from 8 quarterly filings.

CIK
2055803
Reported value
$254.1M
Positions
51
Top 10 weight
87.0%
Filed
2026-10-13
Days after quarter end
13

Holdings

Download these holdings as CSV

SecurityTickerValue SharesWeightWeight change Held Change
ISHARES TRIWB$68.0M163,48426.78%+2.28pp6q+3.1%+$2.1M
SPDR SERIES TRUSTBIL$51.5M562,08620.27%+7.70pp7q+54.5%+$18.2M
DOUBLELINE ETF TRUSTDMX$30.4M619,70611.96%+0.74pp6q+4.7%+$1.4M
DIMENSIONAL ETF TRUSTDFIC$22.8M605,7398.97%+0.73pp8q+3.4%+$741.2K
DIMENSIONAL ETF TRUSTDFEM$11.4M286,1524.47%+0.25pp8q+3.9%+$426.6K
DIMENSIONAL ETF TRUSTDFAC$11.1M250,1564.38%+0.06pp8q-2.9%-$336.4K
DOUBLELINE ETF TRUSTDBND$9.2M212,3863.63%+0.17pp6q+5.3%+$466.2K
SELECT SECTOR SPDR TRXLU$6.1M153,8272.39%-0.11pp6q+5.2%+$299.6K
VANGUARD WORLD FDVDC$5.7M26,3172.26%+0.05pp8q+1.3%+$71.4K
DIMENSIONAL ETF TRUSTDFIV$4.7M84,9071.87%+0.25pp8q+6.8%+$300.3K
VANGUARD WHITEHALL FDSVYM$4.2M27,2611.67%-0.04pp8q-4.6%-$202.2K
ISHARES TRINDA$4.1M88,4401.62%+0.10pp8q+8.1%+$311.0K
ISHARES BITCOIN TRUST ETFIBIT$3.4M71,6261.33%+0.50pp8q+7.2%+$227.7K
FIDELITY COVINGTON TRUSTFTEC$3.0M10,0791.19%-newNEW
STATE STR SPDR S&P 500 ETF TSPY$2.3M2,9570.89%+0.05pp8q-0.7%-$16.8K
DIMENSIONAL ETF TRUSTDFSD$2.2M46,3310.85%-0.07pp8q-8.7%-$204.1K
INVESCO QQQ TRQQQ$1.1M1,4340.42%-newNEW
NVIDIA CORPORATIONNVDA$832.2K3,6440.33%+0.07pp8q+8.9%+$68.1K
DIMENSIONAL ETF TRUSTDFCF$760.1K18,9470.30%-0.01pp8q-3.5%-$27.8K
ISHARES TRIVV$669.4K8740.26%-newNEW
BERKSHIRE HATHAWAY INC DELBRKB$643.4K1,2920.25%-newNEW
APPLE INCAAPL$604.0K1,8140.24%+0.05pp8q+5.0%+$28.6K
VANGUARD INDEX FDSVOO$559.8K7990.22%+0.11pp2q+84.1%+$255.7K
MICROSOFT CORPMSFT$480.2K9360.19%-newNEW
ISHARES TREFV$455.5K5,7550.18%+0.01pp8qHELD
SELECT SECTOR SPDR TRXLK$428.9K2,1910.17%-newNEW
VANGUARD BD INDEX FDSBSV$417.6K5,4660.16%flat3qHELD
DIMENSIONAL ETF TRUSTDFAW$393.2K4,7770.15%-0.01pp8q-7.8%-$33.2K
VANECK BITCOIN ETFHODL$377.5K15,9840.15%+0.07pp2q+24.3%+$73.9K
SCHWAB STRATEGIC TRSCHF$374.8K13,6450.15%+0.04pp3q+34.7%+$96.6K
VANGUARD INTL EQUITY INDEX FVWO$368.7K6,2170.15%+0.01pp5qHELD
SCHWAB STRATEGIC TRSCHG$361.0K10,0460.14%-newNEW
JPMORGAN CHASE & COJPM$343.4K1,0380.14%-newNEW
SCHWAB STRATEGIC TRSCHX$335.2K11,1730.13%-0.02pp5q-20.8%-$88.3K
SCHWAB STRATEGIC TRSCHP$311.0K12,3760.12%flat3qHELD
VANGUARD INDEX FDSVBR$305.7K1,3230.12%flat8qHELD
ISHARES TRIWF$300.6K2,4000.12%-newNEW
VANGUARD WORLD FDVGT$289.3K2,3020.11%-newNEW
AMAZON COM INCAMZN$287.8K1,1550.11%+0.01pp4q+4.1%+$11.5K
VANGUARD SCOTTSDALE FDSVGIT$281.8K4,9740.11%flat3qHELD
ISHARES TRIWM$276.8K9960.11%flat2qHELD
VANECK ETF TRUSTSMH$273.3K4490.11%-newNEW
ISHARES TRIDEV$264.1K2,9520.10%-newNEW
VANGUARD INDEX FDSVTI$257.5K6880.10%+0.01pp2qHELD
SPDR SERIES TRUSTSPYM$256.6K2,8590.10%+0.01pp5qHELD
MIDERA FOOD PROCESSING INCMFP$255.6K6,2610.10%-newNEW
ISHARES TRUSIG$251.2K5,1570.10%flat2qHELD
CISCO SYS INCCSCO$223.0K2,0720.09%-newNEW
ALPHABET INCGOOGL$211.7K6150.08%-newNEW
VANGUARD SPECIALIZED FUNDSVIG$200.9K8610.08%flat2qHELD
VANGUARD SCOTTSDALE FDSVGLT$200.1K3,9900.08%flat2qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Capital Markets 1.5%Other sectors 2.4%Not classified 96.1%
 
SectorValueShare
Capital Markets$3.8M1.5%
Other sectors$6.1M2.4%
Not classified$244.2M96.1%

What the disclosed book did

This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.

QuarterBookMarket DifferencePriced
Q3 2026-0.1%+2.1%-2.3%100%
Q2 2026+7.8%+14.8%-7.0%100%
Q1 2026-1.2%-4.6%+3.4%100%
Q4 2025+1.2%+2.4%-1.2%100%
Q3 2025+4.7%+7.8%-3.2%100%
Q2 2025+6.1%+10.5%-4.3%100%
Q1 2025-1.3%-4.6%+3.2%100%

Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q3 2026$254.1M5115177387.0%13
Q2 2026$265.1M398232287.4%34
Q1 2026$228.0M336166187.1%21
Q4 2025$216.9M282135186.9%20
Q3 2025$207.9M274136187.3%27
Q2 2025$187.2M24489086.8%15
Q1 2025$168.0M201124295.6%31
Q4 2024$143.9M21000096.5%43

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.