Heritage Wealth Architects, Inc. Portfolio Holdings

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

Heritage Wealth Architects, Inc. has filed its 13F form on October 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 56 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 $31.5B, Pgim ETF Tr Total Return Bd Et with a value of $18.1B, Invesco Exchange Traded Fd Tr with a value of $17.2B, Strategic Trust with a value of $10.7B, and Blackrock ETF Tr U S Equity Fa with a value of $10.5B.

Examining the 13F form we can see an increase of $26.5B in the current position value, from $136B to 162B.

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 $162 Billion
ETFs: $137 Billion
Technology: $1.46 Billion
Consumer Cyclical: $1.34 Billion
Industrials: $1.21 Billion
Utilities: $315 Million
Communication Services: $275 Million
Real Estate: $250 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.37B
$985 Million 0.61% of portfolio
16,944
Q3 2025 Added 0.17%
$3.67B
$250 Million 0.15% of portfolio
15,230
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $162 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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