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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 23 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 USB U S Bancorp Del New Financial Services 225.0 $12K NEW $53.36 +0.2%
442 HWM Howmet Aerospace Inc Industrials 58.0 $12K NEW $205.02 +25.4%
443 MPT Medical Pptys Tr Inc Financial Services 2,350.0 $12K NEW $5.00 +1.6%
444 SPRY ARS Pharmaceuticals Inc Healthcare 1,000.0 $12K NEW $11.65 -37.3%
445 Chesapeake Financial Shares Inc 412.0 $12K NEW $28.25
446 TTAM Titan America SA Basic Materials 692.0 $11K NEW $16.48 -6.2%
447 SNOW Snowflake Inc Technology 50.0 $11K NEW $219.36 -25.1%
448 MET Metlife Inc Financial Services 138.0 $11K NEW $78.94 +3.1%
449 VSGX Vanguard World Fd Esg International Stock Etf 150.0 $11K NEW $71.62 +9.4%
450 FOUR Shift4 Payments Inc Technology 167.0 $11K NEW $62.97 -32.5%
451 LRCX Lam Research Corporation Technology 60.0 $10K NEW $171.18 +62.4%
452 GVI iShares Interm Government/Credit Bd 95.0 $10K NEW $106.98 -1.4%
453 PLTR Palantir Technologies Inc Technology 56.0 $10K NEW $177.75 -24.0%
454 TMUS T-Mobile Us Inc Communication Services 48.0 $10K NEW $203.04 -6.1%
455 JPMorgan US Quality Factor ETF 153.0 $10K NEW $63.18
456 WELL Welltower Inc Com Real Estate 52.0 $10K NEW $185.62 +14.5%
457 HPE Hewlett Packard Enterprises Technology 400.0 $10K NEW $24.02 +37.4%
458 PEG Pub Svc Ent Group Inc Utilities 119.0 $10K NEW $80.37 -4.4%
459 BEP Brookfield Renewable Partners LP Utilities 354.0 $10K NEW $26.97 +26.2%
460 TPR Tapestry Inc Consumer Cyclical 74.0 $9K NEW $127.77 +2.7%
Page 23 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%