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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 11 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 YUM YUM BRANDS INC Consumer Cyclical 2,310.0 $369K 0.09% NEW $159.86 -5.7%
202 PAVE GLOBAL X FDS 6,243.0 $368K 0.09% +328.0 +5.5% $58.92 -4.9%
203 XLV SELECT SECTOR SPDR TR 2,290.0 $363K 0.09% $158.66 +8.2%
204 ITA ISHARES TR 1,490.0 $361K 0.09% NEW $242.42 -3.4%
205 ARKQ ARK ETF TR 2,709.0 $358K 0.09% $132.22 -6.1%
206 STEW SRH TOTAL RETURN FUND INC Financial Services 19,856.0 $355K 0.09% NEW $17.90 +3.7%
207 VRT VERTIV HOLDINGS CO Industrials 1,045.0 $350K 0.09% -11.0 -1.0% $334.82 -19.6%
208 WFC WELLS FARGO & CO Financial Services 4,232.0 $350K 0.09% NEW $82.65 +2.8%
209 NUE NUCOR CORP Basic Materials 1,552.0 $346K 0.09% NEW $222.75 +13.3%
210 EVR EVERCORE INC Financial Services 1,000.0 $341K 0.09% $341.44 -14.4%
211 TMO THERMO FISHER SCIENTIFIC INC Healthcare 681.0 $341K 0.09% NEW $501.36 +25.8%
212 IJR ISHARES TR 2,287.0 $339K 0.09% NEW $148.32 -1.0%
213 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 481.0 $339K 0.08% $703.96 -0.8%
214 OSCV ETF SER SOLUTIONS 7,830.0 $330K 0.08% $42.19 -0.4%
215 SNX TD SYNNEX CORPORATION Technology 1,201.0 $321K 0.08% $267.34 -2.7%
216 SMDV PROSHARES TR 4,149.0 $320K 0.08% +114.0 +2.8% $77.03 -0.3%
217 B BARRICK MNG CORP Basic Materials 8,606.0 $316K 0.08% -350.0 -3.9% $36.73 +28.8%
218 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,250.0 $315K 0.08% -200.0 -8.2% $139.94 +1.9%
219 SOXX ISHARES TR 489.0 $313K 0.08% NEW $640.76 -18.0%
220 CALF PACER FDS TR 6,147.0 $311K 0.08% +41.0 +0.7% $50.61 +14.0%
Page 11 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%