
Hippocratic Financial Advisors, LLC is a RIA/Wealth based in Westlake Village, CA led by Ravi Davis, managing $207.9M across 27 long positions as of Q3 2025 with 88% ETF concentration, 87% concentrated in top 10 holdings, and 23% allocation to IWB.
Largest long holdings in Hippocratic Financial Advisors, LLC's portfolio (87.3% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $48.5M | 23.33% | +$1.1M Bought | — 132.7K shares | |
ETF ETF | $27.1M | 13.02% | +$5.1M Bought | — 294.9K shares | |
ETF ETF | $26.9M | 12.93% | +$998.1K Bought | — 711.6K shares | |
Unknown Unknown | $24.2M | 11.64% | +$2.2M Bought | — 477.0K shares | |
ETF ETF | $17.7M | 8.51% | +$533.3K Bought | — 539.3K shares | |
ETF ETF | $10.7M | 5.13% | -$193.5K Sold | — 276.3K shares | |
ETF ETF | $8.2M | 3.97% | +$70.4K Bought | — 257.1K shares | |
ETF ETF | $7.4M | 3.54% | +$784.4K Bought | — 158.3K shares | |
ETF ETF | $5.6M | 2.69% | +$34.6K Bought | — 175.4K shares | |
ETF ETF | $5.3M | 2.57% | +$279.2K Bought | — 61.3K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Hippocratic Financial Advisors, LLC's latest filing
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+23.29% |
| Position | Shares Δ |
|---|---|
Sold | |
-18.07% | |
-11.51% | |
-5.0% | |
-4.7% |
Portfolio insights and performance metrics for Hippocratic Financial Advisors, LLC
We use cookies for analytics. See our Privacy and Cookie Policy.