Managers / Q1 2026
Hippocratic Financial Advisors, LLC
CIK 0002055803 · 30700 RUSSELL RANCH ROAD, SUITE 250, WESTLAKE VILLAGE, CA, 91362 · 866-447-2380
Summary
Hippocratic Financial Advisors, LLC reported $228M in U.S.-listed holdings across 33 positions for Q1 2026.
The portfolio is heavily concentrated: Ishares Tr alone accounts for 24.0% of reported value.
Compared with Q4 2025, the fund opened 6 new positions and exited 1.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 99.5% · $227M
- Common Stock · 0.5% · $1M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | NEW | +4.2K | 4.2K | +$327,675 | $327,675 |
| VANGUARD SCOTTSDALE FDS | NEW | +4.4K | 4.4K | +$261,603 | $261,603 |
| SCHWAB STRATEGIC TR | NEW | +9.7K | 9.7K | +$257,798 | $257,798 |
| SCHWAB STRATEGIC TR | NEW | +10.1K | 10.1K | +$250,718 | $250,718 |
| IAU*ISHARES GOLD TR | NEW | +2.5K | 2.5K | +$219,695 | $219,695 |
| FIRST TR EXCHANGE TRADED FD | NEW | +5.2K | 5.2K | +$204,721 | $204,721 |
| TSLATESLA INC | SOLD OUT | −447 | 0 | −$201,025 | $0 |
| VANGUARD INTL EQUITY INDEX F | ADDED | +2.4K | 6.2K | +$131,849 | $336,029 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | DUHPDIMENSIONAL ETF TRUST | US HIGH PROFITAB · INTL CORE EQUITY · US CORE EQUITY 2 · EMERGING MKTS CO · US SMALL CAP VAL · INTERNATNAL VAL · SHORT DURATION F · CORE FIXED INCOM · WORLD EQUITY ETF | 36.53% | $83M | 2.24M |
| 2 | ISHARES TR | RUS 1000 ETF · MSCI INDIA ETF · EAFE VALUE ETF | 25.71% | $59M | 235.3K |
| 3 | DOUBLELINE ETF TRUST | MULTI SECTOR INC · OPPORTUNISTIC CO | 16.08% | $37M | 748.2K |
| 4 | SPDR SERIES TRUST | STATE STREET SPD | 11.00% | $25M | 274.2K |
| 5 | XLUSELECT SECTOR SPDR TRhistory → | STATE STREET UTI | 2.79% | $6M | 138.8K |
| 6 | VDCVANGUARD WORLD FDhistory → | CONSUM STP ETF | 2.43% | $6M | 24.7K |
| 7 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1.82% | $4M | 28.1K |
| 8 | IBITISHARES BITCOIN TRUST ETFhistory → | SHS BEN INT | 1.05% | $2M | 62.4K |
| 9 | STATE STR SPDR S&P 500 ETF T | TR UNIT | 0.99% | $2M | 3.5K |
| 10 | SCHWAB STRATEGIC TR | US LRG CAP ETF · US TIPS ETF · INTL EQTY ETF | 0.38% | $870,450 | 33.9K |
| 11 | NVDANVIDIA CORPORATION | COM | 0.21% | $484,483 | 2.8K |
| 12 | AAPLAPPLE INC | COM | 0.19% | $430,968 | 1.7K |
| 13 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 0.15% | $336,029 | 6.2K |
| 14 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 0.14% | $327,675 | 4.2K |
| 15 | VANGUARD INDEX FDS | SM CP VAL ETF | 0.13% | $287,422 | 1.3K |
| 16 | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 0.11% | $261,603 | 4.4K |
| 17 | IAU*ISHARES GOLD TR | ISHARES NEW | 0.10% | $219,695 | 2.5K |
| 18 | AMZNAMAZON COM INC | COM | 0.09% | $206,021 | 989 |
| 19 | FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 0.09% | $204,721 | 5.2K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $228M | 33 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $217M | 28 | Jan 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $208M | 27 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $187M | 24 | Jul 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $168M | 20 | May 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $144M | 21 | Feb 12, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.