Heritage Investment Group, Inc. - Q32026 Holdings

Heritage Investment Group, Inc. holds 130 stocks with a total portfolio value of $ 731.59M as of Q32026. In Q32026, Heritage Investment Group, Inc. added 130 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 14.04% of the total portfolio.