HEFFERNAN ADVISORY, INC
All 13F Filings
- Location
- Flagstaff, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 148,870
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 57 | 148,870 | 13F-HR | HEFFERNAN ADVISORY, INC |
| Q2 2026 | 7/21/2026 | 43 | 119,508 | 13F-HR | HEFFERNAN ADVISORY, INC |
| Q1 2026 | 4/27/2026 | 24 | 107,797 | 13F-HR | HEFFERNAN ADVISORY, INC |
| Q4 2025 | 2/3/2026 | 27 | 104,460 | 13F-HR | HEFFERNAN ADVISORY, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.32 K | 27.8% | 33.59 K | 0 | 33.59 K |
| ETFs | 105 K | 70.6% | 0 | 4.206 K | -4.206 K |
| Debt | 2.506 K | 1.7% | 0 | 21 | -21 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
148,870
Holdings
57
QoQ value change ($000)
29,362
(24.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.