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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 2 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADI ANALOG DEVICES INC Technology 10,132.0 $4.0M 1.00% -171.0 -1.7% $397.17 -5.7%
22 CVX CHEVRON CORPORATION Energy 23,561.0 $3.9M 0.97% NEW $165.76 +19.7%
23 AVUV AMERICAN CENTY ETF TR 31,256.0 $3.9M 0.97% +364.0 +1.2% $124.76 +0.8%
24 GOOGL ALPHABET INC Communication Services 10,760.0 $3.8M 0.96% +270.0 +2.6% $357.37 -4.7%
25 GOOG ALPHABET INC 10,630.0 $3.8M 0.94% -245.0 -2.2% $353.33
26 MRK MERCK & CO INC Healthcare 28,609.0 $3.7M 0.92% $128.50 +17.6%
27 BUFB INNOVATOR ETFS TRUST 85,010.0 $3.3M 0.83% +12K +15.9% $39.31 +2.4%
28 DE DEERE & CO Industrials 5,192.0 $3.3M 0.82% NEW $634.33 -1.9%
29 ETN EATON CORP PLC Industrials 7,666.0 $3.3M 0.81% -97.0 -1.2% $426.11 -1.7%
30 MU MICRON TECHNOLOGY INC Technology 2,807.0 $3.2M 0.81% NEW $1154.29 -21.1%
31 AIRR FIRST TR EXCHANGE TRADED FD 23,232.0 $3.1M 0.77% $133.25 -15.6%
32 CCJ CAMECO CORP Energy 30,125.0 $3.1M 0.77% -200.0 -0.7% $101.86 +3.8%
33 AVGO BROADCOM INC Technology 7,847.0 $3.0M 0.74% -157.0 -2.0% $377.77 -2.8%
34 VOO VANGUARD INDEX FDS 4,186.0 $2.9M 0.72% NEW $686.83 +3.0%
35 FNDF SCHWAB STRATEGIC TR 54,177.0 $2.9M 0.71% NEW $52.76 +5.1%
36 SMIG ETF SER SOLUTIONS 85,820.0 $2.8M 0.70% $32.81 -0.0%
37 XOM EXXON MOBIL CORP Energy 20,220.0 $2.8M 0.69% -201.0 -1.0% $136.72 +14.9%
38 CGCB CAPITAL GRP FIXED INCM ETF T 103,408.0 $2.7M 0.68% +14K +15.9% $26.18 -0.8%
39 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,646.0 $2.7M 0.67% NEW $477.57 -11.2%
40 MCD MCDONALDS CORP Consumer Cyclical 9,672.0 $2.6M 0.65% NEW $270.32 -2.6%
Page 2 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%