Heritage Wealth Architects, Inc. Portfolio Holdings

Heritage Wealth Architects, Inc.

  • $214 Billion
  • Q4 2025

Heritage Wealth Architects, Inc. has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $214 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $37B, Pgim ETF Tr Total Return Bd Et with a value of $25.6B, Invesco Exchange Traded Fd Tr with a value of $21.8B, Blackrock ETF Tr U S Equity Fa with a value of $18.8B, and Strategic Trust with a value of $13.1B.

Examining the 13F form we can see an increase of $51.6B in the current position value, from $162B to 214B.

Heritage Wealth Architects, Inc. is based out at Mendota Heights, MN

Below you can find more details about Heritage Wealth Architects, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $214 Billion
ETFs: $175 Billion
Technology: $3.6 Billion
Industrials: $3.04 Billion
Communication Services: $1.91 Billion
Consumer Cyclical: $1.8 Billion
Consumer Defensive: $391 Million
Financial Services: $358 Million
Utilities: $301 Million
Other: $446 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $214 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 19 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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