Heritage Wealth Management, Inc. /Ca/ Portfolio Holdings

Heritage Wealth Management, Inc. /Ca/

  • $150 Billion
  • Q2 2025

Heritage Wealth Management, Inc. /Ca/ has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $14.1B, Schwab Strategic Tr Us Large C with a value of $11.4B, Vanguard with a value of $6.94B, Apple Inc. with a value of $6.06B, and Schwab Intermediate Term Us Tr with a value of $5.18B.

Examining the 13F form we can see an increase of $17B in the current position value, from $133B to 150B.

Heritage Wealth Management, Inc. /Ca/ is based out at San Diego, Ca, CA

Below you can find more details about Heritage Wealth Management, Inc. /Ca/ portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $95.7 Billion
Technology: $22.2 Billion
Consumer Cyclical: $4.81 Billion
Communication Services: $3.41 Billion
Consumer Defensive: $2.77 Billion
Healthcare: $2.51 Billion
Financial Services: $1.46 Billion
Industrials: $1.11 Billion
Other: $679 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $150 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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