Heffernan Advisory, Inc - Q42025 Holdings

Heffernan Advisory, Inc holds 27 stocks with a total portfolio value of $ 104.46M as of Q42025. In Q42025, Heffernan Advisory, Inc added 27 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFCF), representing 46.94% of the total portfolio.