Arkolith/Funds/Heritage Investment Group, Inc.

Heritage Investment Group, Inc.

CIK 1876811
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Heritage Investment Group, Inc. holds a focused book of 135 reported positions worth $744.4M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Avantis US Small Cap Value and trimmed Dimensional US Marketwide Va. Their largest long position is Dimensional US Core Equity 2 at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.2%
+13.0%/yr · since Nov '24
Their reported book
+23.5%
held from quarter-end
S&P 500
+31.9%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Heritage Investment Group, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.7 points over this window.

Growth of $10,000 cloning Heritage Investment Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
69%
Top 20 holdings
87%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

8% mapped to company sectors

ETFs / funds
92%
Information Technology
3%
Financials
2%
Health Care
1%
Consumer Discretionary
1%
Industrials
1%

+7 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Heritage Investment Group, Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Hoffman, Alan N Investment Management10 / 80$167.8M
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Pandowealth. LLC11 / 80$117.1M
Richard Young Associates, Ltd.15 / 80$144.3M
Swiss Re Ltd29 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.47 / 80$279.2B
Prospect Hill Management, LLC8 / 80$237.8M

Ranked by the share of each fund's own book sitting in the names it shares with Heritage Investment Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

135 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$101.8M2.29M
13.7%
+0.8%
Added · +19K sh
2Ishares TR
CORE S&P500 ETF
$81.7M109.2K
11.0%
+1.6%
Added · +2K sh
3Ishares TR
SHRT NAT MUN ETF
$58.7M551.5K
7.9%
+1.9%
Added · +10K sh
4Ishares TR
GLOBAL REIT ETF
$48.3M1.75M
6.5%
+1.0%
Added · +17K sh
5Dimensional ETF Trust
US MKTWIDE VALUE
$46.0M836.7K
6.2%
−1.0%
Reduced · −9K sh
6Vanguard Mun BD FDS
TAX EXEMPT BD
$43.9M867.4K
5.9%
−0.1%
Reduced · −897 sh
7Dimensional ETF Trust
US EQUI MARK ETF
$41.2M503.0K
5.5%
−0.1%
Reduced · −608 sh
8Dimensional ETF Trust
US SMALL CAP ETF
$35.7M433.2K
4.8%
−1.8%
Reduced · −8K sh
9Dimensional ETF Trust
US CORE EQT MKT
$30.0M579.8K
4.0%
+1.1%
Added · +6K sh
10Dimensional ETF Trust
EMERGING MKTS CO
$23.2M571.8K
3.1%
+0.5%
Added · +3K sh
11Ishares TR
RUS 1000 ETF
$23.1M56.4K
3.1%
−2.9%
Reduced · −2K sh
12Ishares TR
CORE S&P SCP ETF
$21.6M145.5K
2.9%
+5.0%
Added · +7K sh
13Dimensional ETF Trust
INTL CORE EQUITY
$19.8M530.7K
2.7%
+2.3%
Added · +12K sh
14Ishares TR
CORE MSCI INTL
$14.4M162.1K
1.9%
+2.6%
Added · +4K sh
15Dimensional ETF Trust
US COR EQU 1 ETF
$13.3M162.7K
1.8%
−3.3%
Reduced · −5K sh
16Vanguard Scottsdale FDS
VNG RUS2000IDX
$10.3M84.8K
1.4%
−3.4%
Reduced · −3K sh
17Vanguard Intl Equity Index F
TT WRLD ST ETF
$9.8M62.7K
1.3%
+9.8%
Added · +6K sh
18Dimensional ETF Trust
SHOR DUR FIX ETF
$9.4M196.2K
1.3%
+8.2%
Added · +15K sh
19Dimensional ETF Trust
CORE FIXE IN ETF
$8.2M194.7K
1.1%
+2.4%
Added · +5K sh
20State STR SPDR S&P 500 ETF T
TR UNIT
$6.1M8.2K
0.8%
−15%
Reduced · −1K sh
21Apple Inc
COM
$5.6M19.4K
0.8%
+11%
Added · +2K sh
22Vanguard World FD
INF TECH ETF
$3.5M29.5K
0.5%
+776%
Added · +26K sh
23Berkshire Hathaway Inc Del
CL A
$3.0M4
0.4%
Held
24Eli Lilly & Co
COM
$2.7M2.2K
0.4%
+1.1%
Added · +25 sh
25Dimensional ETF Trust
EMGR CRE EQT MNG
$2.7M66.8K
0.4%
−0.8%
Reduced · −533 sh
26Broadcom Inc
COM
$2.6M6.8K
0.3%
+13%
Added · +809 sh
27Vanguard Index FDS
S&P 500 ETF SHS
$2.4M3.5K
0.3%
+0.3%
Added · +11 sh
28Berkshire Hathaway Inc Del
CL B NEW
$2.4M4.8K
0.3%
+9.8%
Added · +429 sh
29Dimensional ETF Trust
US TARGETED VLU
$2.3M32.2K
0.3%
−0.5%
Reduced · −175 sh
30Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.2M31.0K
0.3%
−0.4%
Reduced · −117 sh
31Microsoft Corp
COM
$2.2M5.8K
0.3%
−2.5%
Reduced · −148 sh
32Nvidia Corporation
COM
$2.1M10.7K
0.3%
+0.7%
Added · +71 sh
33Ishares TR
0-5 YR TIPS ETF
$2.0M19.4K
0.3%
+2.6%
Added · +488 sh
34Dimensional ETF Trust
INTL CORE EQT MK
$1.9M46.0K
0.3%
+14%
Added · +6K sh
35State STR SPDR Dow Jones Ind
UT SER 1
$1.8M3.5K
0.2%
Held
36Coherent Corp
COM
$1.7M4.2K
0.2%
−2.3%
Reduced · −100 sh
37JPMorgan Chase & Co
COM
$1.6M4.9K
0.2%
Held
38Amgen Inc
COM
$1.5M4.3K
0.2%
Held
39Alphabet Inc
CAP STK CL C
$1.5M4.4K
0.2%
+59%
Added · +2K sh
40Vanguard Index FDS
TOTAL STK MKT
$1.5M4.1K
0.2%
−3.8%
Reduced · −159 sh
41Alphabet Inc
CAP STK CL A
$1.4M3.9K
0.2%
+19%
Added · +628 sh
42Ishares TR
RUS 1000 GRW ETF
$1.4M11.2K
0.2%
+132%
Added · +6K sh
43Amazon Com Inc
COM
$1.3M5.6K
0.2%
+12%
Added · +596 sh
44Vanguard Admiral FDS Inc
MIDCP 400 GRTH
$1.2M8.5K
0.2%
Held
45West Pharmaceutical SVSC Inc
COM
$1.2M3.4K
0.2%
Held
46Dimensional ETF Trust
GLOBAL REAL EST
$1.2M41.0K
0.2%
−0.6%
Reduced · −249 sh
47Johnson & Johnson
COM
$1.1M4.4K
0.2%
−0.1%
Reduced · −3 sh
48Vanguard Admiral FDS Inc
MIDCP 400 VAL
$1.1M9.6K
0.1%
Held
49Vanguard Index FDS
VALUE ETF
$1.1M5.0K
0.1%
+0.1%
Added · +4 sh
50Oracle Corp
COM
$1.1M7.2K
0.1%
+3.8%
Added · +263 sh
Showing 50 of 135 positions
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Filing history

As-of date vs the date the SEC received each filing

$744.4M · Q2 2026Q3 2024 · $525.7MQ2 2026 · $744.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d135$744.4M13F-HR
Q1 2026Mar 31, 2026May 1, 202631d123$660.8M13F-HR
Q4 2025Dec 31, 2025Jan 30, 202630d127$657.0M13F-HR
Q3 2025Sep 30, 2025Oct 31, 202531d113$624.5M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202517d110$580.1M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202525d110$531.9M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202528d106$535.8M13F-HR
Q3 2024Sep 30, 2024Nov 6, 202437d102$525.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.