HEFFERNAN ADVISORY, INC
All 13F Filings
- Location
- Flagstaff, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 107,797
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.866 K | 2.7% | 0 | 95.59 K | -95.59 K |
| ETFs | 102.4 K | 95.0% | 98.92 K | 0 | 98.92 K |
| Debt | 2.525 K | 2.3% | 0 | 0 | 0 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
107,797
Holdings
24
QoQ value change ($000)
3,337
(3.2%)
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.