Heritage Wealth Architects, Inc.

13F Portfolio Filings

Most recent 13F: Q1 2025
Location: Mendota Heights, MN
CIK: 0002068635
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q1 2025	33	102,871	SCHB, PTRB, PRF, RUNN	13F-HR	5/15/2025	000206863525000001