Heritage Wealth Architects, Inc.
RIA/Wealth
Heritage Wealth Architects, Inc. is a RIA/Wealth based in Norfolk, VA led by Stephen Jeffrey Coplon, managing $161.2M across 54 long positions as of Q3 2025 with 97% ETF concentration, 73% concentrated in top 10 holdings, and 20% allocation to SCHB.
PresidentStephen Jeffrey Coplon
- Portfolio Value
- $161.2M
- Positions
- 54
- Top Holding
- SCHB at 19.55%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Heritage Wealth Architects, Inc.'s portfolio (73.5% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.5M | 19.55% | +$3.0M Bought | — 1.2M shares | |
ETF ETF | $18.1M | 11.23% | +$2.9M Bought | — 428.9K shares | |
ETF ETF | $17.2M | 10.68% | +$1.7M Bought | — 380.7K shares | |
ETF ETF | $10.7M | 6.61% | +$1.5M Bought | — 310.8K shares | |
ETF ETF | $10.5M | 6.53% | +$1.7M Bought | — 177.8K shares | |
ETF ETF | $8.7M | 5.37% | +$1.2M Bought | — 109.8K shares | |
ETF ETF | $6.6M | 4.12% | +$1.6M Bought | — 116.3K shares | |
ETF ETF | $5.6M | 3.50% | +$623.5K Bought | — 22.8K shares | |
ETF ETF | $5.5M | 3.39% | -$318.2K Sold | — 109.4K shares | |
ETF ETF | $4.0M | 2.50% | +$132.0K Bought | — 120.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Heritage Wealth Architects, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-42.57% | |
-17.0% |
Analytics
Portfolio insights and performance metrics for Heritage Wealth Architects, Inc.
GthenA