What does Heritage Investment Group, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Heritage Investment Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$88M2.3M13.4%

ISHARES TR

$70M107K10.6%

ISHARES TR

$58M541K8.7%

ISHARES TR

$44M1.7M6.6%

VANGUARD MUN BD FDS

$43M868K6.6%

DIMENSIONAL ETF TRUST

$41M845K6.2%

DIMENSIONAL ETF TRUST

$36M504K5.4%

DIMENSIONAL ETF TRUST

$31M441K4.7%

DIMENSIONAL ETF TRUST

$26M574K3.9%

ISHARES TR

$21M58K3.1%

Filing history loading…