Headinvest, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $472 Million distributed in 211 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $27.2M, Microsoft Corp with a value of $21.7M, Vanguard Total Stock Market Et with a value of $15.2M, Vanguard Large Cap ETF with a value of $14.4M, and Vanguard Whitehall Fds (Vangua with a value of $14.3M.
Examining the 13F form we can see an increase of $16.8M in the current position value, from $455M to 472M.
Headinvest, LLC is based out at Portland, ME
Below you can find more details about Headinvest, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$472 Million
ETFs: $211 Million
Technology: $95.5 Million
Healthcare: $41.4 Million
Financial Services: $27.9 Million
Consumer Defensive: $25.2 Million
Industrials: $21.2 Million
Energy: $14.3 Million
Communication Services: $13.5 Million
Other: $20.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
