Heritage Wealth Management, Inc./Texas has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 35 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $59.1B, Dimensional ETF Tr Us Marketwi with a value of $28.5B, Dimensional ETF Tr U S Small C with a value of $26B, Dimensional ETF Tr with a value of $13.2B, and Ishares National Muni Bond ETF with a value of $12.9B.
Examining the 13F form we can see an increase of $28.7B in the current position value, from $173B to 201B.
Heritage Wealth Management, Inc./Texas is based out at Houston, TX
Below you can find more details about Heritage Wealth Management, Inc./Texas portfolio as well as his latest detailed transactions.
