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Hippocratic Financial Advisors, LLC — 13F Holdings & Portfolio

CIK 2055803 · latest 13F-HR filed 2026-10-13

Backtest portfolio

Hippocratic Financial Advisors, LLC manages $254.1M in 13F-reported U.S. long-equity assets across 51 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IWB (26.78%), BIL (20.27%), DMX (11.96%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 15 new positions and exited 3; 9 existing positions rose in reported value and 10 fell.

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.

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AUM
$254.1M

Long-equity book

Holdings
51

Distinct positions

Period
2026-09-30

Filed 2026-10-13

Q/Q Activity
+15 / −3 / ↑9 / ↓10

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
IWB26.8% · +3%BIL20.3% · +54%DMX12.0% · +5%DFIC9.0% · +3%DFEM4.5% · +4%DFAC4.4% · -3%DBND3.6% · +5%XLU2.4% · +5%VDC2.3% · +1%DFIV1.9% · +7%VYM1.7% · -5%INDA1.6% · +8%IBIT1.3% · +7%FTEC1.2% · newSPY0.9% · -1%DFSD0.8% · -9%QQQ0.4% · newNVDA0.3% · +9%DFCF0.3% · -4%IVV0.3% · newBRK.B0.3% · newAAPL0.2% · +5%VOO0.2% · +84%MSFT0.2% · newEFV0.2% · 0%XLK0.2% · newBSV0.2% · 0%DFAW0.2% · -8%HODL0.1% · +24%SCHF0.1% · +35%VWO0.1% · 0%SCHG0.1% · newJPM0.1% · newSCHX0.1% · -21%SCHP0.1% · 0%VBR0.1% · 0%IWF0.1% · newVGT0.1% · newAMZN0.1% · +4%VGIT0.1% · 0%IWM0.1% · 0%SMH0.1% · newIDEV0.1% · newVTI0.1% · +0%SPYM0.1% · -0%MFP0.1% · newUSIG0.1% · 0%CSCO0.1% · newGOOGL0.1% · newVIG0.1% · 0%VGLT0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 87%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 15, 2026.

Assets Under Management
$229.0M
Discretionary
$229.0M
Employees
29
Accounts
1,645
Address
30700 RUSSELL RANCH ROAD
SUITE 250
WESTLAKE VILLAGE, CA 91362
Phone
(866) 447-2380
Website
Name Title / Status Ownership Type
DAVIS, RAVI ControlPRESIDENT
since Nov 2013
75% or moreIndividual
MANRIQUEZ, GABRIEL, BENJAMINCHIEF COMPLIANCE OFFICER
since Nov 2023
Less than 5%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Hippocratic Financial Advisors, LLC Holdings (2026-09-30)

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 $68.0M 26.78% 163,484 SH
2 SPDR SERIES TRUST BIL 78468R663 $51.5M 20.27% 562,086 SH
3 DOUBLELINE ETF TRUST DMX 25861R709 $30.4M 11.96% 619,706 SH
4 DIMENSIONAL ETF TRUST DFIC 25434V799 $22.8M 8.97% 605,739 SH
5 DIMENSIONAL ETF TRUST DFEM 25434V732 $11.4M 4.47% 286,152 SH
6 DIMENSIONAL ETF TRUST DFAC 25434V708 $11.1M 4.38% 250,156 SH
7 DOUBLELINE ETF TRUST DBND 25861R105 $9.2M 3.63% 212,386 SH
8 SELECT SECTOR SPDR TR XLU 81369Y886 $6.1M 2.39% 153,827 SH
9 VANGUARD WORLD FD VDC 92204A207 $5.7M 2.26% 26,317 SH
10 DIMENSIONAL ETF TRUST DFIV 25434V807 $4.7M 1.87% 84,907 SH
11 VANGUARD WHITEHALL FDS VYM 921946406 $4.2M 1.67% 27,261 SH
12 ISHARES TR INDA 46429B598 $4.1M 1.62% 88,440 SH
13 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $3.4M 1.33% 71,626 SH
14 FIDELITY COVINGTON TRUST FTEC 316092808 $3.0M 1.19% 10,079 SH
15 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.3M 0.89% 2,957 SH
16 DIMENSIONAL ETF TRUST DFSD 25434V864 $2.2M 0.85% 46,331 SH
17 INVESCO QQQ TR QQQ 46090E103 $1.1M 0.42% 1,434 SH
18 NVIDIA CORPORATION NVDA 67066G104 $832.2K 0.33% 3,644 SH
19 DIMENSIONAL ETF TRUST DFCF 25434V872 $760.1K 0.30% 18,947 SH
20 ISHARES TR IVV 464287200 $669.4K 0.26% 874 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $643.4K 0.25% 1,292 SH
22 APPLE INC AAPL 037833100 $604.0K 0.24% 1,814 SH
23 VANGUARD INDEX FDS VOO 922908363 $559.8K 0.22% 799 SH
24 MICROSOFT CORP MSFT 594918104 $480.2K 0.19% 936 SH
25 ISHARES TR EFV 464288877 $455.5K 0.18% 5,755 SH
26 SELECT SECTOR SPDR TR XLK 81369Y803 $428.9K 0.17% 2,191 SH
27 VANGUARD BD INDEX FDS BSV 921937827 $417.6K 0.16% 5,466 SH
28 DIMENSIONAL ETF TRUST DFAW 25434V617 $393.2K 0.15% 4,777 SH
29 VANECK BITCOIN ETF HODL 92189K105 $377.5K 0.15% 15,984 SH
30 SCHWAB STRATEGIC TR SCHF 808524805 $374.8K 0.15% 13,645 SH
31 VANGUARD INTL EQUITY INDEX F VWO 922042858 $368.7K 0.15% 6,217 SH
32 SCHWAB STRATEGIC TR SCHG 808524300 $361.0K 0.14% 10,046 SH
33 JPMORGAN CHASE & CO JPM 46625H100 $343.4K 0.14% 1,038 SH
34 SCHWAB STRATEGIC TR SCHX 808524201 $335.2K 0.13% 11,173 SH
35 SCHWAB STRATEGIC TR SCHP 808524870 $311.0K 0.12% 12,376 SH
36 VANGUARD INDEX FDS VBR 922908611 $305.7K 0.12% 1,323 SH
37 ISHARES TR IWF 464287614 $300.6K 0.12% 2,400 SH
38 VANGUARD WORLD FD VGT 92204A702 $289.3K 0.11% 2,302 SH
39 AMAZON COM INC AMZN 023135106 $287.8K 0.11% 1,155 SH
40 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $281.8K 0.11% 4,974 SH
41 ISHARES TR IWM 464287655 $276.8K 0.11% 996 SH
42 VANECK ETF TRUST SMH 92189F676 $273.3K 0.11% 449 SH
43 ISHARES TR IDEV 46435G326 $264.1K 0.10% 2,952 SH
44 VANGUARD INDEX FDS VTI 922908769 $257.5K 0.10% 688 SH
45 SPDR SERIES TRUST SPYM 78464A854 $256.6K 0.10% 2,859 SH
46 MIDERA FOOD PROCESSING INC MFP 59739R104 $255.6K 0.10% 6,261 SH
47 ISHARES TR USIG 464288620 $251.2K 0.10% 5,157 SH
48 CISCO SYS INC CSCO 17275R102 $223.0K 0.09% 2,072 SH
49 ALPHABET INC GOOGL 02079K305 $211.7K 0.08% 615 SH
50 VANGUARD SPECIALIZED FUNDS VIG 921908844 $200.9K 0.08% 861 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-13 $254.1M 51 0002055803-26-000005
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
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