Heritage Wealth Architects, Inc.

13F Filings History

Latest 13F report: Q3 2025 - Oct 2, 2025
Value $: $162M
Signature - Title: Tyler Rudek - Partner/CIO
Location: Mendota Heights, MN
Summary: This page shows a list of all the recent 13F filings made by Heritage Wealth Architects, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heritage Wealth Architects, Inc. reported 56 stock holdings with total value $162M as of Q3 2025. Top holdings included SCHB, PTRB, PRF, RUNN, and DYNF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2025	56	$162M	+$21.4M	-$2.81M	+$18.6M	SCHB, PTRB, PRF, RUNN, DYNF	13F-HR	10/2/2025, 04:18 PM
Q2 2025	51	$136M	+$30.9M	-$4.63M	+$26.3M	SCHB, PTRB, PRF, RUNN, DYNF	13F-HR	7/9/2025, 12:11 PM
Q1 2025	33	$103M	$0	$0		SCHB, PTRB, PRF, RUNN, AVDE	13F-HR	5/15/2025, 04:00 PM