§ 13F · FUND PROFILE
Heritage Wealth Architects, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135.8T (13F)Positions · 51Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.39M | $37.0T | 17.3% | +13% |
| 2 | PTRB | PGIM ETF TR | 606K | $25.6T | 11.9% | +41% |
| 3 | PRF | INVESCO EXCHANGE TRADED FD T | 449K | $21.8T | 10.2% | +18% |
| 4 | DYNF | BLACKROCK ETF TRUST | 309K | $18.8T | 8.8% | +74% |
| 5 | RUNN | STRATEGIC TRUST | 376K | $13.1T | 6.1% | +21% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 140K | $12.1T | 5.7% | +27% |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 31K | $8.0T | 3.8% | +37% |
| 8 | TBIL | RBB FD INC | 147K | $7.4T | 3.4% | +34% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 82K | $6.8T | 3.2% | +120% |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | 105K | $6.1T | 2.9% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HERITAGE SIGNAL
AC read
Heritage Wealth Architects, Inc. is a Other fund managing $135818.7 trillion in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed