Heffernan Advisory, Inc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    flagstaff, AZ
  • CIK
    0001536230
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

27

$104.46M
DFCF, DFAC, DCOR, DFSD
13F-HR
Feb 3, 2026
000153623026000003