Heffernan Advisory, Inc - Q12026 Holdings

Heffernan Advisory, Inc holds 24 stocks with a total portfolio value of $ 107.8M as of Q12026. In Q12026, Heffernan Advisory, Inc added 1 new position, increased stakes in 12 stocks, reduced 3 holdings, and fully exited 4 positions. The largest holding is Dimensional Etf Trust (DFCF), representing 45.89% of the total portfolio.