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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 23 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IVOV Vanguard S&P Mid-Cap 400 Value ETF 198.0 $20K 0.00% $101.95 +5.7%
442 FIX Comfort Systems USA Inc Industrials 14.0 $20K 0.00% $1397.21 +31.3%
443 CNC Centene Corp Healthcare 597.0 $20K 0.00% NEW $32.74 +76.4%
444 CNQ Canadian Natural Res Energy 400.0 $19K 0.00% $48.73 -0.1%
445 BALL Ball Corp Consumer Cyclical 325.0 $19K 0.00% NEW $59.11 -4.7%
446 AGCO A G C O Corp Industrials 164.0 $19K 0.00% NEW $115.87 -3.3%
447 SHBI Shore Bancshares Inc Financial Services 1,000.0 $19K 0.00% $18.68 +5.5%
448 VBK Vanguard Small-Cap Growth ETF 60.0 $18K 0.00% $302.25 +13.7%
449 VXRT Vaxart Inc Com New Healthcare 29,655.0 $18K 0.00% +4K +14.1% $0.60 -2.5%
450 BDX Becton Dickinson & Co Healthcare 114.0 $18K 0.00% -153.0 -57.3% $156.70 -6.7%
451 Sekisui House Ltd 806.0 $18K 0.00% NEW $22.13
452 JEPI JPMorgan Equity Premium Income ETF 314.0 $18K 0.00% NEW $56.68 -1.1%
453 YUM Yum Brands Inc Consumer Cyclical 113.0 $18K 0.00% $155.48 -1.8%
454 PNW Pinnacle West Capital Cp Utilities 174.0 $18K 0.00% $100.75 +1.2%
455 MELI Mercadolibre Inc Consumer Cyclical 10.0 $17K 0.00% $1729.00 -3.0%
456 Power Corp Cda Isin 360.0 $17K 0.00% $47.99
457 LMND LEMONADE ORD Financial Services 274.0 $17K 0.00% $62.68 -9.0%
458 SCHZ Schwab US Aggregate Bond ETF 734.0 $17K 0.00% +13.0 +1.8% $23.22 -1.0%
459 VRTX Vertex Pharmaceuticals Inc Healthcare 38.0 $17K 0.00% +35.0 +1166.7% $446.55 -3.6%
460 VABK Virginia National Bankshares Corp Financial Services 442.0 $17K 0.00% $38.20 +11.8%
Page 23 of 35  ·  692 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%