Headinvest, LLC - Q42025 Holdings

Headinvest, LLC holds 215 stocks with a total portfolio value of $ 502.85M as of Q42025. In Q42025, Headinvest, LLC added 11 new positions, increased stakes in 72 stocks, reduced 98 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (IJR), representing 5.50% of the total portfolio.