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Portfolio (Quarterly) Guide ↗

Heritage Wealth Management, Inc. /CA/

· CIK 0002012170
13F Portfolio $263M AUM 115 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 52 Added 20 Reduced 7 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 1,270.0 $635K 0.24% +118.0 +10.2% $500.39
42 RTX RTX CORPORATION Industrials 3,087.0 $586K 0.22% +24.0 +0.8% $189.73 +5.8%
43 TSLA TESLA INC Consumer Cyclical 1,318.0 $554K 0.21% +312.0 +31.0% $420.60 -15.8%
44 ORCL ORACLE CORP Technology 3,701.0 $542K 0.21% +91.0 +2.5% $146.54 +8.4%
45 IWF ISHARES TR 3,888.0 $483K 0.18% +3K +298.8% $124.17 -0.6%
46 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 514.0 $481K 0.18% +228.0 +79.7% $935.35 -2.1%
47 GOOG ALPHABET INC 1,322.0 $467K 0.18% +110.0 +9.1% $353.33
48 CVX CHEVRON CORPORATION Energy 2,727.0 $452K 0.17% +1K +60.5% $165.74 +25.8%
49 TXN TEXAS INSTRS INC Technology 1,179.0 $351K 0.13% +22.0 +1.9% $298.07 -13.3%
50 V VISA INC Financial Services 858.0 $294K 0.11% +40.0 +4.9% $343.09 +9.3%
51 VGT VANGUARD WORLD FD 2,446.0 $292K 0.11% +2K +691.6% $119.52 +1.5%
52 MELI MERCADOLIBRE INC Consumer Cyclical 130.0 $221K 0.08% +5.0 +4.0% $1697.39 +16.6%
Page 3 of 3  ·  52 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 56.9%
Consumer Cyclical 9.6%
Healthcare 8.8%
Financial Services 7.6%
Communication Services 7.5%
Consumer Defensive 4.5%
Industrials 3.4%
Energy 1.8%