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HEFFERNAN ADVISORY, INC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    flagstaff, AZ
  • CIK
    0001536230
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

24

$107.8M
DFCF, DFAC, DCOR, DFSD
13F-HR
Apr 27, 2026
000153623026000004

27

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