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Hippocratic Financial Advisors, LLC

RIA/Wealth

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.

PresidentRavi Davis
Portfolio Value
$207.9M
Positions
27
Top Holding
IWB at 23.33%
Last Reported
Q3 2025
Address30700 Russell Ranch Road, Suite 250, Westlake Village, CA, 91362, United States

Top Holdings

Largest long holdings in Hippocratic Financial Advisors, LLC's portfolio (87.3% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
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

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hippocratic Financial Advisors, LLC's latest filing

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Market Value
$207.9M
Prior: $187.2M
Q/Q Change
+11.02%
+$20.6M
Net Flows % of MV
+5.73%
Turnover Ratio
3.36%
New Purchases
4 stocks
$927.4K
Added To
14 stocks
+$12.0M
Sold Out Of
1 stocks
$309.9K
Reduced Holdings
7 stocks
-$727.3K

Increased Positions

PositionShares Δ
New
New
New
New
+23.29%

Decreased Positions

PositionShares Δ
Sold
-18.07%
-11.51%
-5.0%
-4.7%

Analytics

Portfolio insights and performance metrics for Hippocratic Financial Advisors, LLC

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Sector Allocation

ETF: 87.80%ETFTechnology: 0.50%
ETF
87.80%
Technology
0.50%

Market Cap Distribution

Mega Cap (> $200B): 0.51%N/A (ETF or Unknown): 99.49%N/A (ETF or Unknown)
Mega Cap (> $200B)
0.51%
N/A (ETF or Unknown)
99.49%

Portfolio Concentration

Top 10 Holdings %
87.32%
Top 20 Holdings %
99.05%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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