Hippocratic Financial Advisors, LLC — 13F Holdings & Portfolio
CIK 2055803 · latest 13F-HR filed 2026-04-21
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$228.0M
Long-equity book
33
Distinct positions
2026-03-31
Filed 2026-04-21
+6 / −1 / ↑8 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$4.4M +21.5%
- DIMENSIONAL ETF TRUST$548.6K +9.3%
- DIMENSIONAL ETF TRUST$482.6K +5.5%
- SELECT SECTOR SPDR TR$471.9K +8.0%
- VANGUARD WORLD FD$331.2K +6.4%
Top Trims
- DIMENSIONAL ETF TRUST-$1.2M -11.3%
- DIMENSIONAL ETF TRUST-$389.1K -13.7%
- DIMENSIONAL ETF TRUST-$210.3K -20.4%
- DIMENSIONAL ETF TRUST-$136.0K -27.4%
New Positions
- VANGUARD BD INDEX FDS$327.7K
- VANGUARD SCOTTSDALE FDS$261.6K
- SCHWAB STRATEGIC TR$257.8K
- SCHWAB STRATEGIC TR$250.7K
- ISHARES GOLD TR$219.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IWB | 464287622 | $54.6M | 23.96% | 153,195 | SH |
| 2 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $30.3M | 13.30% | 825,016 | SH |
| 3 | DOUBLELINE ETF TRUST | DMX | 25861R709 | $28.0M | 12.26% | 558,329 | SH |
| 4 | SPDR SERIES TRUST | BIL | 78468R663 | $24.9M | 10.91% | 271,386 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $20.4M | 8.94% | 573,822 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $9.6M | 4.20% | 246,649 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $9.3M | 4.08% | 269,104 | SH |
| 8 | DOUBLELINE ETF TRUST | DBND | 25861R105 | $8.7M | 3.82% | 189,909 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $6.5M | 2.84% | 184,703 | SH |
| 10 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $6.4M | 2.79% | 138,751 | SH |
| 11 | VANGUARD WORLD FD | VDC | 92204A207 | $5.5M | 2.43% | 24,654 | SH |
| 12 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $4.2M | 1.82% | 28,088 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $3.6M | 1.57% | 67,814 | SH |
| 14 | ISHARES TR | INDA | 46429B598 | $3.6M | 1.57% | 76,342 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $2.4M | 1.07% | 51,059 | SH |
| 16 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $2.4M | 1.05% | 62,389 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.3M | 0.99% | 3,463 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $821.5K | 0.36% | 19,457 | SH |
| 19 | NVIDIA CORPORATION | NVDA | 67066G104 | $484.5K | 0.21% | 2,778 | SH |
| 20 | APPLE INC | AAPL | 037833100 | $431.0K | 0.19% | 1,698 | SH |
| 21 | ISHARES TR | EFV | 464288877 | $427.9K | 0.19% | 5,755 | SH |
| 22 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $361.9K | 0.16% | 14,116 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFAW | 25434V617 | $360.3K | 0.16% | 4,884 | SH |
| 24 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $336.0K | 0.15% | 6,217 | SH |
| 25 | VANGUARD BD INDEX FDS | BSV | 921937827 | $327.7K | 0.14% | 4,179 | SH |
| 26 | VANGUARD INDEX FDS | VBR | 922908611 | $287.4K | 0.13% | 1,323 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $261.6K | 0.11% | 4,393 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $257.8K | 0.11% | 9,688 | SH |
| 29 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $250.7K | 0.11% | 10,130 | SH |
| 30 | ISHARES GOLD TR | IAU | 464285204 | $219.7K | 0.10% | 2,492 | SH |
| 31 | SPDR SERIES TRUST | SPYM | 78464A854 | $218.3K | 0.10% | 2,853 | SH |
| 32 | AMAZON COM INC | AMZN | 023135106 | $206.0K | 0.09% | 989 | SH |
| 33 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $204.7K | 0.09% | 5,192 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $228.0M | 33 | 0002055803-26-000002 |
| 2025-12-31 | 2026-01-20 | $216.9M | 28 | 0002055803-26-000001 |