Heffernan Advisory, Inc - Q32026 Holdings

Heffernan Advisory, Inc holds 57 stocks with a total portfolio value of $ 148.87M as of Q32026. In Q32026, Heffernan Advisory, Inc added 17 new positions, increased stakes in 30 stocks, reduced 4 holdings, and fully exited 3 positions. The largest holding is Dimensional Etf Trust (DFCF), representing 31.28% of the total portfolio.