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Portfolio (Quarterly) Guide ↗

Heritage Wealth Management, Inc.

· CIK 0001944755
13F Portfolio $401M AUM 272 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 120 New 42 Added 54 Reduced 5 Exited
Page 10 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CMCSA COMCAST CORP NEW Communication Services 17,916.0 $440K 0.11% $24.55 +7.6%
182 DG DOLLAR GEN CORP Consumer Defensive 3,740.0 $431K 0.11% NEW $115.11 +9.4%
183 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,106.0 $428K 0.11% $386.89 +3.2%
184 TER TERADYNE INC Technology 883.0 $427K 0.11% NEW $483.84 -23.1%
185 SO SOUTHERN CO Utilities 4,456.0 $426K 0.11% NEW $95.71 -7.0%
186 VTEB VANGUARD MUN BD FDS 8,265.0 $418K 0.10% NEW $50.58 -2.2%
187 ASML ASML HLDG NV Technology 210.0 $418K 0.10% $1989.44 -12.8%
188 VYM VANGUARD WHITEHALL FDS 2,635.0 $416K 0.10% NEW $158.03 +4.0%
189 PIPR PIPER SANDLER COMPANIES Financial Services 5,544.0 $401K 0.10% NEW $72.34 +3.2%
190 VTIP VANGUARD MALVERN FDS 7,967.0 $400K 0.10% NEW $50.23 -0.9%
191 LIBERTY MEDIA CORP DEL 4,195.0 $399K 0.10% NEW $95.14
192 PLTR PALANTIR TECHNOLOGIES INC Technology 3,416.0 $399K 0.10% -184.0 -5.1% $116.67 +59.4%
193 ARKK ARK ETF TR 4,920.0 $398K 0.10% -242.0 -4.7% $80.82 +8.2%
194 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,135.0 $397K 0.10% $350.07 -6.9%
195 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,349.0 $397K 0.10% NEW $91.20 -17.2%
196 IVW ISHARES TR 2,881.0 $396K 0.10% NEW $137.55 +2.3%
197 LIN LINDE PLC Basic Materials 753.0 $391K 0.10% $518.94 -6.5%
198 SCHD SCHWAB STRATEGIC TR 12,319.0 $391K 0.10% NEW $31.71 +9.8%
199 PVAL PUTNAM ETF TRUST 7,630.0 $389K 0.10% NEW $50.95 +6.3%
200 DRLL EA SERIES TRUST 11,504.0 $385K 0.10% $33.50 +19.9%
Page 10 of 14  ·  272 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
Technology 26.3%
Financial Services 20.1%
Consumer Defensive 12.7%
Healthcare 11.8%
Industrials 11.2%
Energy 7.0%
Consumer Cyclical 2.9%
Communication Services 2.7%
Utilities 2.6%
Basic Materials 1.4%