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Portfolio (Quarterly) Guide ↗

Heritage Wealth Management, Inc. /CA/

· CIK 0002012170
13F Portfolio $157M AUM 91 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 35 Added 24 Reduced 9 Exited
Page 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTV VANGUARD INDEX FDS 5,025.0 $960K 0.61% -4K -45.9% $190.99 +9.4%
42 HD HOME DEPOT INC Consumer Cyclical 2,717.0 $935K 0.59% $344.12 -8.8%
43 QCOM QUALCOMM INC Technology 5,089.0 $870K 0.55% -123.0 -2.4% $171.05 +18.4%
44 DFAR DIMENSIONAL ETF TRUST 37,692.0 $863K 0.55% +607.0 +1.6% $22.90 +13.9%
45 SYK STRYKER CORPORATION Healthcare 2,444.0 $859K 0.55% $351.49 -8.5%
46 AVUS AMERICAN CENTY ETF TR 7,626.0 $852K 0.54% +693.0 +10.0% $111.78 +12.0%
47 CPNG COUPANG INC Consumer Cyclical 33,916.0 $800K 0.51% $23.59 -33.3%
48 ORCL ORACLE CORP Technology 3,610.0 $704K 0.45% +21.0 +0.6% $194.90 -2.6%
49 SPY SPDR S&P 500 ETF TR Financial Services 977.0 $666K 0.42% $681.92 +8.9%
50 INTC INTEL CORP Technology 17,432.0 $643K 0.41% -477.0 -2.7% $36.90 +221.1%
51 SHM SPDR SERIES TRUST 13,327.0 $640K 0.41% +848.0 +6.8% $47.99 -0.5%
52 JNJ JOHNSON & JOHNSON Healthcare 2,832.0 $586K 0.37% +88.0 +3.2% $206.97 +12.0%
53 BERKSHIRE HATHAWAY INC DEL 1,152.0 $579K 0.37% +11.0 +1.0% $502.65
54 RTX RTX CORPORATION Industrials 3,063.0 $562K 0.36% $183.40 -4.7%
55 JPM JPMORGAN CHASE & CO. Financial Services 1,704.0 $549K 0.35% -55.0 -3.1% $322.27 -6.0%
56 HIMS HIMS & HERS HEALTH INC Healthcare 16,111.0 $523K 0.33% $32.47 -26.1%
57 IWF ISHARES TR 975.0 $461K 0.29% -15.0 -1.5% $473.30 -73.7%
58 CSCO CISCO SYS INC Technology 5,918.0 $456K 0.29% -1K -15.6% $77.02 +53.5%
59 TSLA TESLA INC Consumer Cyclical 1,006.0 $452K 0.29% -80.0 -7.4% $449.72 -7.2%
60 VEA VANGUARD TAX-MANAGED FDS 7,105.0 $444K 0.28% $62.47 +13.2%
Page 3 of 5  ·  90 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 57.0%
Consumer Cyclical 10.2%
Communication Services 9.7%
Financial Services 7.8%
Healthcare 7.4%
Consumer Defensive 4.1%
Industrials 2.2%
Energy 1.5%