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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 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFAX DIMENSIONAL ETF TRUST 41,299.0 $1.5M 0.58% -754.0 -1.8% $36.84 +4.8%
42 WMT WALMART INC Consumer Defensive 12,273.0 $1.4M 0.53% +2K +17.7% $113.26 -5.4%
43 AVUS AMERICAN CENTY ETF TR 9,731.0 $1.2M 0.47% +2K +27.6% $128.08 +2.5%
44 LLY ELI LILLY & CO Healthcare 1,008.0 $1.2M 0.46% +32.0 +3.3% $1199.43 -4.3%
45 MU MICRON TECHNOLOGY INC Technology 1,025.0 $1.2M 0.45% -183.0 -15.2% $1154.29 -11.9%
46 DFAR DIMENSIONAL ETF TRUST 42,270.0 $1.1M 0.42% +5K +12.2% $26.16 -1.2%
47 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,470.0 $1.1M 0.42% +493.0 +50.5% $746.77 +3.1%
48 VTV VANGUARD INDEX FDS 4,994.0 $1.1M 0.41% -31.0 -0.6% $217.93 +3.9%
49 HD HOME DEPOT INC Consumer Cyclical 2,865.0 $1.0M 0.38% +148.0 +5.5% $352.71 -9.0%
50 SHM SPDR SERIES TRUST 18,085.0 $867K 0.33% +5K +35.7% $47.96 -0.9%
51 SYK STRYKER CORPORATION Healthcare 2,447.0 $770K 0.29% $314.86 -3.7%
52 CPNG COUPANG INC Consumer Cyclical 42,355.0 $736K 0.28% +8K +24.9% $17.37 -12.0%
53 AMD ADVANCED MICRO DEVICES INC Technology 1,241.0 $721K 0.27% +51.0 +4.3% $580.91 -17.8%
54 JNJ JOHNSON & JOHNSON Healthcare 2,809.0 $713K 0.27% -23.0 -0.8% $254.00 +8.4%
55 CSCO CISCO SYS INC Technology 5,928.0 $696K 0.26% $117.45 -7.0%
56 BERKSHIRE HATHAWAY INC DEL 1,270.0 $635K 0.24% +118.0 +10.2% $500.39
57 RTX RTX CORPORATION Industrials 3,087.0 $586K 0.22% +24.0 +0.8% $189.73 +5.8%
58 DFTX DEFINIUM THERAPEUTICS INC Healthcare 12,000.0 $564K 0.21% NEW $47.04 -19.0%
59 HIMS HIMS & HERS HEALTH INC Healthcare 16,111.0 $559K 0.21% $34.67 -20.1%
60 TSLA TESLA INC Consumer Cyclical 1,318.0 $554K 0.21% +312.0 +31.0% $420.60 -15.8%
Page 3 of 5  ·  100 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%