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Portfolio (Quarterly) Guide ↗

Heritage Wealth Advisors

· CIK 0001591122
13F Portfolio $2.6B AUM 692 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 126 Added 131 Reduced 38 Exited
Page 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CCJ Cameco Corp Energy 57.0 $6K +3.0 +5.6% $109.11 -4.8%
122 SCHM Schwab US Mid-Cap ETF 200.0 $6K +1.0 +0.5% $30.90 +9.0%
123 ABNB Airbnb Inc Consumer Cyclical 44.0 $6K +42.0 +2100.0% $126.27 +3.5%
124 Amerisourcebergen Corp 16.0 $5K +10.0 +166.7% $314.12
125 GOVT iShares Core US Treasury Bond 183.0 $4K +1.0 +0.6% $22.95 -1.9%
126 IIPR Innovative Industrial Properties Inc Real Estate 42.0 $2K +2.0 +5.0% $49.90 +8.7%
Page 7 of 7  ·  126 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.7%
Technology 12.3%
Industrials 10.3%
Consumer Cyclical 9.4%
Energy 8.7%
Communication Services 7.2%
Healthcare 6.9%
Consumer Defensive 6.7%
Utilities 3.4%
Basic Materials 0.2%