Hirtle & Co., LLC

WEST CONSHOHOCKEN, PA · CIK 1360710 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 1988 · limited liability company

Assets managed$25.4bn
Staff94 · 48 in investment roles
Main clients (by assets)Mutual funds and ETFs 42%, Private funds 21%, High net worth individuals 19%
Private funds11 (3 hedge) · $117.9m gross assets
Websitehirtle.com
Form ADV · 2026-03-31SEC adviser record

Kindhedge funds, private equity, mutual funds, futures
Others nearbyConshohocken, PA, Paradise Valley, AZ, Denver, CO, Minneapolis, MN, Houston, TX, West Palm Beach, FL

As an employer

Offices in1 country
Private fundsprivate equity 8, hedge 3

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
West Conshohocken, PA (main office)United States	United States	about 36
Scottsdale, AZUnited States	United States	4
Denver, COUnited States	United States	3
Minneapolis, MNUnited States	United States	3
Houston, TXUnited States	United States	1
West Palm Beach, FLUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$3.0bn reported value +4.2% vs Q1 2026

128positions

81.0%in top 10

24 new 21 added 32 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	985,680	$736.1m24.20%	24.20%	Reduced -11.6k	-11,590 -1.2%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	4,008,471	$387.1m12.73%	12.73%	Added +66.0k	+65,967 1.7%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	445,526	$333.6m10.97%	10.97%	Reduced -6.5k	-6,502 -1.4%
4	ISHARES TR MSCI EAFE ETF EFA	EFA	1,980,601	$205.7m6.76%	6.76%	Reduced -18.7k	-18,724 -0.9%
5	ISHARES INC CORE MSCI EMKT IEMG	IEMG	2,249,929	$186.4m6.13%	6.13%	Reduced -28.3k	-28,344 -1.2%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	2,324,023	$165.6m5.44%	5.44%	Added +23.7k	+23,742 1.0%
7	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	235,658	$161.9m5.32%	5.32%	Reduced -3.2k	-3,180 -1.3%
8	ISHARES TR MSCI EMG MKT ETF EEM	EEM	1,887,366	$129.1m4.24%	4.24%	Reduced -14.9k	-14,871 -0.8%
9	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	216,487	$80.1m2.63%	2.63%	Added +1.3k	+1,332 0.6%
10	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	1,331,530	$79.5m2.61%	2.61%	Reduced -171.5k	-171,495 -11.4%
11	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	858,558	$74.0m2.43%	2.43%	Reduced -12.5k	-12,528 -1.4%
12	VANGUARD INDEX FDS VALUE ETF VTV	VTV	293,453	$64.0m2.10%	2.10%	Reduced -6.5k	-6,493 -2.2%
13	ISHARES TR RUS 1000 GRW ETF IWF	IWF	366,232	$45.5m1.49%	1.49%	Reduced -624	-624 -0.2%
14	VANGUARD BD INDEX FDS TOTAL BND MRKT · principal BND · principal	BND	493,247	$36.2m1.19%	1.19%	Added +25.6k	+25,601 5.5%
15	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	105,694	$35.8m1.18%	1.18%	Added +11.2k	+11,163 11.8%
16	VANGUARD MUN BD FDS TAX EXEMPT BD · principal VTEB · principal	VTEB	460,205	$23.3m0.77%	0.77%	Added +35.0k	+35,043 8.2%
17	VANGUARD SCOTTSDALE FDS INTER TERM TREAS · principal VGIT · principal	VGIT	373,645	$22.0m0.72%	0.72%	Added +89.5k	+89,510 31.5%
18	ALPHABET INC CAP STK CL A GOOGL	GOOGL	58,405	$20.9m0.69%	0.69%	Reduced -8.5k	-8,511 -12.7%
19	ALTRIA GROUP INC COM MO	MO	238,688	$17.2m0.56%	0.56%	Added +20.1k	+20,058 9.2%
20	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	192,064	$17.0m0.56%	0.56%	Added +753	+753 0.4%
21	PHILIP MORRIS INTL INC COM PM	PM	81,778	$14.8m0.49%	0.49%	Added +7.7k	+7,677 10.4%
22	GOLUB CAP BDC INC COM · principal GBDC · principal	GBDC	1,009,620	$13.0m0.43%	0.43%	Reduced -7.1k	-7,059 -0.7%
23	ISHARES TR US TREAS BD ETF · principal GOVT · principal	GOVT	546,775	$12.5m0.41%	0.41%	Reduced -5.1m	-5,055,103 -90.2%
24	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF · principal VT · principal	VT	75,367	$11.8m0.39%	0.39%	Reduced -6.3k	-6,340 -7.8%
25	ISHARES TR CORE US AGGBD ET · principal AGG · principal	AGG	98,215	$9.7m0.32%	0.32%	Reduced -183	-183 -0.2%
26	ISHARES TR RUS 1000 VAL ETF IWD	IWD	35,009	$8.5m0.28%	0.28%	Reduced -39.8k	-39,807 -53.2%
27	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS · principal VGSH · principal	VGSH	131,061	$7.6m0.25%	0.25%	New
28	ISHARES TR NATIONAL MUN ETF · principal MUB · principal	MUB	67,313	$7.2m0.24%	0.24%	Added +7.5k	+7,470 12.5%
29	ISHARES TR RUS 1000 ETF IWB	IWB	17,479	$7.2m0.24%	0.24%	Reduced -116	-116 -0.7%
30	ISHARES TR TIPS BD ETF · principal TIP · principal	TIP	62,975	$6.9m0.23%	0.23%	Added +2.2k	+2,240 3.7%
31	APPLE INC COM AAPL	AAPL	22,547	$6.5m0.21%	0.21%	Added +963	+963 4.5%
32	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	116,689	$6.3m0.21%	0.21%	Unchanged
33	VANGUARD SCOTTSDALE FDS LONG TERM TREAS · principal VGLT · principal	VGLT	113,238	$6.2m0.21%	0.21%	Reduced -9.8k	-9,751 -7.9%
34	GLOBAL X FDS S&P EX US ETF CEFA	CEFA	149,300	$5.9m0.19%	0.19%	Unchanged
35	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	110,407	$5.6m0.18%	0.18%	Unchanged
36	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	9,420	$4.5m0.15%	0.15%	Unchanged
37	ISHARES TR S&P 500 GRWT ETF IVW	IVW	29,947	$4.1m0.14%	0.14%	Added +162	+162 0.5%
38	PIMCO ETF TR 15+ YR US TIPS · principal LTPZ · principal	LTPZ	68,484	$3.5m0.11%	0.11%	Added +1.4k	+1,385 2.1%
39	ALPHABET INC CAP STK CL C GOOG	GOOG	9,464	$3.3m0.11%	0.11%	Reduced -215	-215 -2.2%
40	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF · principal VMBS · principal	VMBS	67,313	$3.2m0.10%	0.10%	Unchanged
41	ISHARES TR MSCI ACWI ETF ACWI	ACWI	17,970	$2.8m0.09%	0.09%	Reduced -19.9k	-19,892 -52.5%
42	ISHARES TR SHRT NAT MUN ETF · principal SUB · principal	SUB	25,410	$2.7m0.09%	0.09%	Unchanged
43	GLOBAL X FDS S&P 500 CATHOLIC CATH	CATH	30,257	$2.7m0.09%	0.09%	Unchanged
44	SPDR SER TR PORT MTG BK ETF · principal SPMB · principal	SPMB	115,763	$2.6m0.08%	0.08%	Reduced -1.3m	-1,269,539 -91.6%
45	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD · principal VCSH · principal	VCSH	32,423	$2.6m0.08%	0.08%	Unchanged
46	ISHARES TR CORE S&P MCP ETF IJH	IJH	33,019	$2.5m0.08%	0.08%	Unchanged
47	ISHARES TR RUSSELL 2000 ETF IWM	IWM	8,198	$2.5m0.08%	0.08%	Reduced -2.6k	-2,585 -24.0%
48	ISHARES TR ISHS 1-5YR INVS · principal IGSB · principal	IGSB	46,920	$2.5m0.08%	0.08%	Unchanged
49	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	47,285	$2.4m0.08%	0.08%	Unchanged
50	ISHARES INC MSCI EMRG CHN EMXC	EMXC	23,682	$2.4m0.08%	0.08%	Reduced -4.5k	-4,546 -16.1%
51	VANGUARD MALVERN FDS STRM INFPROIDX · principal VTIP · principal	VTIP	46,159	$2.3m0.08%	0.08%	Unchanged
52	ISHARES TR S&P 500 VAL ETF IVE	IVE	9,468	$2.1m0.07%	0.07%	Unchanged
53	SPDR SER TR PORTFOLIO SHORT · principal SPSB · principal	SPSB	66,630	$2.0m0.07%	0.07%	Unchanged
54	ISHARES TR HDG MSCI EAFE HEFA	HEFA	35,627	$1.7m0.05%	0.05%	Added +11.4k	+11,428 47.2%
55	ISHARES TR 20 YR TR BD ETF · principal TLT · principal	TLT	19,055	$1.6m0.05%	0.05%	Added +272	+272 1.4%
56	ISHARES INC EMNG MKTS EQT EMGF	EMGF	21,287	$1.6m0.05%	0.05%	Reduced -27	-27 -0.1%
57	TCW ETF TRUST TRANSFRM 500 ETF VOTE	VOTE	16,911	$1.5m0.05%	0.05%	Unchanged
58	MARVELL TECHNOLOGY INC COM MRVL	MRVL	4,113	$1.2m0.04%	0.04%	New
59	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,260	$988.2k0.03%	0.03%	Reduced -14	-14 -0.4%
60	ISHARES TR IBOXX HI YD ETF · principal HYG · principal	HYG	12,291	$982.9k0.03%	0.03%	Unchanged
61	JABIL INC COM JBL	JBL	2,493	$961.0k0.03%	0.03%	Added +1.7k	+1,683 207.8%
62	GE AEROSPACE COM NEW GE	GE	2,308	$862.6k0.03%	0.03%	Unchanged
63	MICROSOFT CORP COM MSFT	MSFT	2,299	$857.6k0.03%	0.03%	Reduced -360	-360 -13.5%
64	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	7,952	$845.4k0.03%	0.03%	Unchanged
65	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	8,429	$812.8k0.03%	0.03%	Added +970	+970 13.0%
66	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	13,286	$807.7k0.03%	0.03%	Unchanged
67	COCA COLA CO COM KO	KO	9,800	$796.4k0.03%	0.03%	Unchanged
68	ISHARES GOLD TR ISHARES NEW IAU	IAU	9,658	$729.3k0.02%	0.02%	Reduced -1.8k	-1,794 -15.7%
69	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	2,004	$722.2k0.02%	0.02%	Unchanged
70	ISHARES TR RUS 2000 VAL ETF IWN	IWN	3,253	$719.6k0.02%	0.02%	Reduced -466	-466 -12.5%
71	SPDR GOLD TR GOLD SHS GLD	GLD	1,930	$711.0k0.02%	0.02%	Unchanged
72	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	4,306	$680.5k0.02%	0.02%	Unchanged
73	GE VERNOVA INC COM GEV	GEV	577	$677.9k0.02%	0.02%	Unchanged
74	QUALCOMM INC COM QCOM	QCOM	3,575	$660.6k0.02%	0.02%	Unchanged
75	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,309	$655.0k0.02%	0.02%	Unchanged
76	PALO ALTO NETWORKS INC COM PANW	PANW	1,833	$625.1k0.02%	0.02%	New
77	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	21,347	$618.2k0.02%	0.02%	Unchanged
78	BANK AMERICA CORP COM BAC	BAC	10,654	$607.1k0.02%	0.02%	Added +3.4k	+3,355 46.0%
79	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	13,787	$607.0k0.02%	0.02%	Unchanged
80	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	855	$601.4k0.02%	0.02%	New
81	ARISTA NETWORKS INC COM SHS ANET	ANET	3,507	$595.8k0.02%	0.02%	New
82	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	21,180	$586.7k0.02%	0.02%	New
83	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	4,327	$569.4k0.02%	0.02%	Unchanged
84	NVIDIA CORPORATION COM NVDA	NVDA	2,837	$567.7k0.02%	0.02%	Added +1.3k	+1,272 81.3%
85	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	4,321	$552.3k0.02%	0.02%	Unchanged
86	TWILIO INC CL A TWLO	TWLO	2,594	$535.2k0.02%	0.02%	Unchanged
87	APPLIED MATLS INC COM AMAT	AMAT	702	$507.5k0.02%	0.02%	Unchanged
88	UBS GROUP AG SHS UBS	UBS	9,986	$494.9k0.02%	0.02%	New
89	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	5,369	$449.7k0.01%	0.01%	Unchanged
90	ISHARES TR RUS MID CAP ETF IWR	IWR	4,064	$448.3k0.01%	0.01%	Reduced -10.4k	-10,367 -71.8%
91	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,179	$442.5k0.01%	0.01%	New
92	VANGUARD MUN BD FDS LONG TERM TAX EX · principal VTEL · principal	VTEL	4,203	$440.3k0.01%	0.01%	Unchanged
93	ISHARES TR CORE TOTAL USD · principal IUSB · principal	IUSB	9,451	$436.2k0.01%	0.01%	Reduced -649	-649 -6.4%
94	NUVEEN AMT FREE MUN CR INC F COM · principal NVG · principal	NVG	33,727	$431.7k0.01%	0.01%	Unchanged
95	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,890	$428.6k0.01%	0.01%	Unchanged
96	INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT PNQI	PNQI	8,600	$391.9k0.01%	0.01%	Unchanged
97	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	1,346	$387.2k0.01%	0.01%	Reduced -27	-27 -2.0%
98	SPDR SER TR BLOOMBERG 1-3 MO · principal BIL · principal	BIL	4,203	$385.2k0.01%	0.01%	Unchanged
99	US BANCORP DEL COM NEW USB	USB	6,162	$372.2k0.01%	0.01%	New
100	HYATT HOTELS CORP COM CL A H	H	1,917	$371.6k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD SCOTTSDALE FDS VCIT	VCIT	388,219	$32.1m388.2k shares
SCHWAB STRATEGIC TR SCHP	SCHP	465,234	$12.4m465.2k shares
SELECT SECTOR SPDR TR XLB	XLB	185,840	$9.3m185.8k shares
THERMON GROUP HLDGS INC		75,000	$3.8m75.0k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	2,042	$1.0m2.0k shares
DANAHER CORPORATION DHR	DHR	5,016	$951.0k5.0k shares
NOVO-NORDISK A S NVO	NVO	19,457	$715.0k19.5k shares
ACCENTURE PLC IRELAND ACN	ACN	1,129	$223.9k1.1k shares