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Heritage Wealth Architects’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Heritage Wealth Architects’s Portfolio TCAF Stock Details TCAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$320K Sell
7,515
-3,915
-34% -$165K 0.13% 54
2026
Q2 		$475K Sell
11,430
-44
-0.4% -$1.74K 0.19% 49
2026
Q1 		$451K Buy
11,474
+409
+4% +$15.3K 0.19% 52
2025
Q4 		$426K Buy
11,065
+243
+2% +$9.31K 0.2% 51
2025
Q3 		$408K Buy
10,822
+4,986
+85% +$182K 0.25% 44
2025
Q2 		$206K Buy
+5,836
New +$191K 0.15% 50

Other funds holding TCAF

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

Heritage Wealth Architects's TCAF Position: Q3 2026 in Review

Heritage Wealth Architects reduced its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 34% in Q3 2026, selling an estimated $165K and leaving 7,515 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #54.

Heritage Wealth Architects first reported a position in TCAF in Q2 2025 and has held it in 6 quarters since. The position peaked at $475K in Q2 2026. 12 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • Heritage Wealth Architects held 7,515 shares of T. Rowe Price Capital Appreciation Equity ETF worth $320K as of Q3 2026.
  • Heritage Wealth Architects sold 3,915 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $165K.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.13% of Heritage Wealth Architects's portfolio in Q3 2026, its #54 holding.
  • Heritage Wealth Architects first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • Heritage Wealth Architects's T. Rowe Price Capital Appreciation Equity ETF position peaked at $475K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.