Hegarty Advisors, LLC reported 13 positions worth $10.26M for the quarter ended Sep 30, 2026, up 19.0% on the prior quarter. It opened 2 new positions, added to 4, trimmed 3 and exited 0. Its largest holding is Apple Inc. at 21% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +847 | +134.9% | $421.76K | 7.16% |
| META Meta Platforms, Inc. | +317 | – | $229.88K | 2.24% |
| XOM ExxonMobil Holdings Corp | +1,321 | – | $214.99K | 2.1% |
| GLDM World Gold Trust | +1,811 | +8.6% | $148.83K | 18.4% |
| SIVR abrdn Silver ETF Trust | +1,403 | +6.1% | $80.41K | 13.65% |
| GOOGL Alphabet Inc. | +80 | +11.8% | $27.53K | 2.55% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 6,461 | $2.15M | 20.98% | -7 | -0.1% | Reduced | 0% |
| 2 | GLDM World Gold Trust | Others | 23.0K | $1.89M | 18.4% | +1,811 | +8.6% | Added | 0.01% |
| 3 | SIVR abrdn Silver ETF Trust | Others | 24.4K | $1.40M | 13.65% | +1,403 | +6.1% | Added | 0.03% |
| 4 | GS Goldman Sachs Group Inc | Financial Services | 979 | $881.45K | 8.59% | 0 | 0.0% | Unchanged | 0% |
| 5 | MSFT Microsoft Corp | Technology | 1,713 | $878.60K | 8.57% | -1 | -0.1% | Reduced | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,475 | $734.48K | 7.16% | +847 | +134.9% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 1,883 | $622.95K | 6.07% | 0 | 0.0% | Unchanged | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 1,708 | $425.55K | 4.15% | -139 | -7.5% | Reduced | 0% |
| 9 | NVDA Nvidia Corp | Technology | 1,590 | $363.03K | 3.54% | 0 | 0.0% | Unchanged | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 760 | $261.50K | 2.55% | +80 | +11.8% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 317 | $229.88K | 2.24% | +317 | – | New | 0% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 1,321 | $214.99K | 2.1% | +1,321 | – | New | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 601 | $204.79K | 2% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Hegarty Advisors.
As of its Q3 2026 13F filing, Hegarty Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 21.0%, World Gold Trust (GLDM) at 18.4%, abrdn Silver ETF Trust (SIVR) at 13.7%, Goldman Sachs Group Inc (GS) at 8.6%, Microsoft Corp (MSFT) at 8.6% of the reported portfolio.
Hegarty Advisors, LLC reported a 13F portfolio worth $10.26M across 13 positions for Q3 2026. That is up 19.0% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($421.76K), Meta Platforms, Inc. ($229.88K), ExxonMobil Holdings Corp ($214.99K). It opened 2 new positions.
Its largest sales by value were Amazon Com Inc ($34.63K), Apple Inc. ($2.33K), Microsoft Corp ($512.90). It exited 0 positions entirely.
From the Form 13F-HR reports Hegarty Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.