Heritage Wealth Architects, Inc.

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Tyler Rudek - Partner/CIO
Location
Mendota Heights, MN
Holdings as of
March 31, 2025
Value $
$103M
Num holdings
33
Date filed
5/15/2025, 04:00 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SCHB, PTRB, PRF, RUNN, and AVDE.
Next filing
Q2 2025 - Jul 9, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Tyler Rudek Partner/CIO Mendota Heights, Minnesota 5/15/2025