Heritage Wealth Architects, Inc. Portfolio Holdings

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.