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Portfolio (Quarterly) Guide ↗

Heritage Wealth Advisors

· CIK 0001591122
13F Portfolio $2.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 609 New
Page 2 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT iShares Core S&P Total US Stock Mkt 257,964.0 $38.4M 1.47% NEW $148.69 +7.9%
22 DUK Duke Energy New Utilities 323,963.0 $38.0M 1.45% NEW $117.21 +6.1%
23 UNP Union Pacific Corp Industrials 162,804.0 $37.7M 1.44% NEW $231.32 +18.9%
24 MCD Mc Donalds Corp Consumer Cyclical 119,538.0 $36.5M 1.40% NEW $305.63 -7.4%
25 HD Home Depot Inc Consumer Cyclical 101,584.0 $35.0M 1.33% NEW $344.10 -12.2%
26 WMB Williams Companies Energy 436,298.0 $26.2M 1.00% NEW $60.11 +31.5%
27 VT Vanguard Total World Stock ETF 178,346.0 $25.2M 0.96% NEW $141.06 +8.6%
28 VOO Vanguard 500 ETF 35,615.0 $22.3M 0.85% NEW $627.14 +7.9%
29 ACWX iShares MSCI ACWI ex US ETF 308,971.0 $20.7M 0.79% NEW $67.13 +10.1%
30 MKL Markel Group Inc Financial Services 7,965.0 $17.1M 0.65% NEW $2149.65 -13.3%
31 EFA iShares MSCI EAFE 165,915.0 $15.9M 0.61% NEW $96.03 +6.6%
32 SPY SPDR S&P 500 Index Financial Services 18,101.0 $12.3M 0.47% NEW $681.92 +8.0%
33 PM Philip Morris Intl Inc Consumer Defensive 75,043.0 $12.0M 0.46% NEW $160.40 +20.2%
34 EPD Enterprise Prd Prtnrs Lp Energy 360,341.0 $11.6M 0.44% NEW $32.06 +24.4%
35 NVDA Nvidia Corp Technology 50,831.0 $9.5M 0.36% NEW $186.50 +19.6%
36 VIG Vanguard Dividend Appreciation 42,605.0 $9.4M 0.36% NEW $219.78 +4.8%
37 GOOGL Alphabet Inc. Class A Communication Services 28,467.0 $8.9M 0.34% NEW $313.00 +24.6%
38 IVW Ishares S&P 500 Growth 60,466.0 $7.5M 0.28% NEW $123.26 +9.5%
39 EEM iShares MSCI Emrg Mkt Fd 121,558.0 $6.7M 0.25% NEW $54.71 +18.3%
40 APH Amphenol Corp Cl A Technology 41,764.0 $5.6M 0.22% NEW $135.14 -11.4%
Page 2 of 31  ·  609 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 31.3%
Technology 13.3%
Industrials 13.2%
Healthcare 9.8%
Consumer Cyclical 9.4%
Communication Services 8.2%
Energy 6.0%
Consumer Defensive 5.6%
Utilities 2.8%
Basic Materials 0.2%