🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Hippocratic Financial Advisors, LLC 13F Filings, Portfolio & Analysis

CIK: 0002055803
Westlake Village 30700 Russell Ranch Road, Suite 250
Zip Code: 91362
Latest Portfolio Value
$254.08 M
-4.14%
Total Holdings
51
12
Latest Report Date
Q3 2026
Top 10 Concentration
86.97%

Hippocratic Financial Advisors, LLC — Portfolio Overview & Company Profile

Hippocratic Financial Advisors, LLC (CIK: 0002055803) is a financial institution headquartered at 30700 Russell Ranch Road, Suite 250, , Westlake Village, California 91362. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $254.08 M, comprising 51 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 87.0%. Quarterly turnover: 13.0%. ▲ 15 new, +18 added, −8 reduced, ×3 exited.

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
163,484 $68.03 M 26.78% ▲ 4,958 Add 3.1%
562,086 $51.51 M 20.27% ▲ 198,380 Add 54.5%
619,706 $30.39 M 11.96% ▲ 27,838 Add 4.7%
605,739 $22.78 M 8.97% ▲ 19,707 Add 3.4%
286,152 $11.37 M 4.47% ▲ 10,740 Add 3.9%
250,156 $11.12 M 4.38% ▼ 7,567 Reduce -2.9%
212,386 $9.23 M 3.63% ▲ 10,723 Add 5.3%
153,827 $6.07 M 2.39% ▲ 7,597 Add 5.2%
26,317 $5.74 M 2.26% ▲ 327 Add 1.3%
84,907 $4.74 M 1.87% ▲ 5,376 Add 6.8%

Historical Portfolio Charts