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Hippocratic Financial Advisors, LLC — 13F Holdings & Portfolio

CIK 2055803 · latest 13F-HR filed 2026-08-03

Backtest portfolio

Hippocratic Financial Advisors, LLC manages $265.1M in 13F-reported U.S. long-equity assets across 39 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWB (24.49%), DUHP (13.61%), BIL (12.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 2, added to 25, and trimmed 1.

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.

Filer Information
Address
30700 RUSSELL RANCH ROAD, SUITE 250
WESTLAKE VILLAGE, CA 91362
Phone
(866) 447-2380
Filing Manager
Hippocratic Financial Advisors, LLC
WESTLAKE VILLAGE, CA
Signatory
Gabriel B Manriquez
Chief compliance officer
Loading holdings…
AUM

$265.1M

Long-equity book

Holdings

39

Distinct positions

Period

2026-06-30

Filed 2026-08-03

Q/Q Activity

+8 / −2 / ↑25 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$10.3M +18.8%
  • SPDR SERIES TRUST$8.5M +34.0%
  • DIMENSIONAL ETF TRUST$5.7M +18.9%
  • DIMENSIONAL ETF TRUST$1.9M +20.4%
  • DIMENSIONAL ETF TRUST$1.8M +19.3%
Show all 25 →

Top Trims

  • ISHARES BITCOIN TRUST ETF-$172.7K -7.2%
Show all 1 →

New Positions

  • ISHARES TR$299.2K
  • VANGUARD INDEX FDS$298.1K
  • ISHARES TR$264.5K
  • VANGUARD INDEX FDS$254.2K
  • VANGUARD SCOTTSDALE FDS$220.2K
Show all 8 →

Exited Positions

  • ISHARES GOLD TR$219.7K
  • FIRST TR EXCHANGE TRADED FD$204.7K
Show all 2 →
All Holdings

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 $64.9M 24.49% 158,526 SH
2 DIMENSIONAL ETF TRUST DUHP 25434V831 $36.1M 13.61% 864,360 SH
3 SPDR SERIES TRUST BIL 78468R663 $33.3M 12.57% 363,706 SH
4 DOUBLELINE ETF TRUST DMX 25861R709 $29.7M 11.22% 591,868 SH
5 DIMENSIONAL ETF TRUST DFIC 25434V799 $21.8M 8.24% 586,032 SH
6 DIMENSIONAL ETF TRUST DFAC 25434V708 $11.4M 4.31% 257,723 SH
7 DIMENSIONAL ETF TRUST DFEM 25434V732 $11.2M 4.22% 275,412 SH
8 DOUBLELINE ETF TRUST DBND 25861R105 $9.2M 3.47% 201,663 SH
9 DIMENSIONAL ETF TRUST DFSV 25434V815 $7.3M 2.77% 189,323 SH
10 SELECT SECTOR SPDR TR XLU 81369Y886 $6.6M 2.50% 146,230 SH
11 VANGUARD WORLD FD VDC 92204A207 $5.9M 2.21% 25,990 SH
12 VANGUARD WHITEHALL FDS VYM 921946406 $4.5M 1.70% 28,564 SH
13 DIMENSIONAL ETF TRUST DFIV 25434V807 $4.3M 1.62% 79,531 SH
14 ISHARES TR INDA 46429B598 $4.0M 1.52% 81,777 SH
15 DIMENSIONAL ETF TRUST DFSD 25434V864 $2.4M 0.91% 50,723 SH
16 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.2M 0.84% 2,979 SH
17 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $2.2M 0.84% 66,816 SH
18 DIMENSIONAL ETF TRUST DFCF 25434V872 $829.0K 0.31% 19,640 SH
19 NVIDIA CORPORATION NVDA 67066G104 $669.5K 0.25% 3,346 SH
20 APPLE INC AAPL 037833100 $500.1K 0.19% 1,728 SH
21 ISHARES TR EFV 464288877 $440.5K 0.17% 5,755 SH
22 DIMENSIONAL ETF TRUST DFAW 25434V617 $428.9K 0.16% 5,180 SH
23 VANGUARD BD INDEX FDS BSV 921937827 $425.9K 0.16% 5,466 SH
24 SCHWAB STRATEGIC TR SCHX 808524201 $415.4K 0.16% 14,116 SH
25 VANGUARD INTL EQUITY INDEX F VWO 922042858 $371.1K 0.14% 6,217 SH
26 SCHWAB STRATEGIC TR SCHP 808524870 $328.0K 0.12% 12,376 SH
27 VANGUARD INDEX FDS VBR 922908611 $321.5K 0.12% 1,323 SH
28 ISHARES TR IWM 464287655 $299.2K 0.11% 996 SH
29 VANGUARD INDEX FDS VOO 922908363 $298.1K 0.11% 434 SH
30 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $293.4K 0.11% 4,974 SH
31 SCHWAB STRATEGIC TR SCHF 808524805 $280.6K 0.11% 10,130 SH
32 ISHARES TR USIG 464288620 $264.5K 0.10% 5,157 SH
33 AMAZON COM INC AMZN 023135106 $264.4K 0.10% 1,109 SH
34 VANGUARD INDEX FDS VTI 922908769 $254.2K 0.10% 687 SH
35 SPDR SERIES TRUST SPYM 78464A854 $251.3K 0.09% 2,860 SH
36 VANGUARD SCOTTSDALE FDS VGLT 92206C847 $220.2K 0.08% 3,990 SH
37 TESLA INC TSLA 88160R101 $216.6K 0.08% 515 SH
38 VANECK BITCOIN ETF HODL 92189K105 $213.5K 0.08% 12,856 SH
39 VANGUARD SPECIALIZED FUNDS VIG 921908844 $203.7K 0.08% 861 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-03 $265.1M 39 0002055803-26-000004
2026-03-31 2026-04-21 $228.0M 33 0002055803-26-000002
2025-12-31 2026-01-20 $216.9M 28 0002055803-26-000001