Heffernan Advisory, Inc - Q22026 Holdings

Heffernan Advisory, Inc holds 43 stocks with a total portfolio value of $ 119.51M as of Q22026. In Q22026, Heffernan Advisory, Inc added 19 new positions, increased stakes in 15 stocks, reduced 4 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFCF), representing 40.58% of the total portfolio.