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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 3,701.0 $542K 0.21% +91.0 +2.5% $146.54 +8.4%
62 QCOM QUALCOMM INC Technology 2,883.0 $533K 0.20% -2K -43.4% $184.78 -8.7%
63 JPM JPMORGAN CHASE & CO Financial Services 1,616.0 $529K 0.20% -88.0 -5.2% $327.38 +9.5%
64 CAT CATERPILLAR INC Industrials 455.0 $485K 0.18% NEW $1064.90 -23.6%
65 IWF ISHARES TR 3,888.0 $483K 0.18% +3K +298.8% $124.17 -0.6%
66 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 514.0 $481K 0.18% +228.0 +79.7% $935.35 -2.1%
67 GOOG ALPHABET INC 1,322.0 $467K 0.18% +110.0 +9.1% $353.33
68 CVX CHEVRON CORPORATION Energy 2,727.0 $452K 0.17% +1K +60.5% $165.74 +25.8%
69 AMAT APPLIED MATLS INC Technology 613.0 $443K 0.17% NEW $723.00 -37.1%
70 XOM EXXON MOBIL CORP Energy 3,241.0 $443K 0.17% -39.0 -1.2% $136.71 +16.6%
71 VEA VANGUARD TAX-MANAGED FDS 5,942.0 $423K 0.16% -1K -16.4% $71.25 +3.5%
72 AXON AXON ENTERPRISE INC Industrials 713.0 $400K 0.15% -8.0 -1.1% $560.61 -8.0%
73 PEP PEPSICO INC Consumer Defensive 2,950.0 $399K 0.15% -49.0 -1.6% $135.38 +1.7%
74 ARKK ARK ETF TR 4,746.0 $384K 0.15% -32.0 -0.7% $80.82 +6.7%
75 SBUX STARBUCKS CORP Consumer Cyclical 3,640.0 $372K 0.14% -31.0 -0.8% $102.19 +2.2%
76 SUB ISHARES TR 3,343.0 $356K 0.14% $106.47 -0.5%
77 TXN TEXAS INSTRS INC Technology 1,179.0 $351K 0.13% +22.0 +1.9% $298.07 -13.3%
78 AMCOR PLC 7,970.0 $346K 0.13% NEW $43.35
79 OEF ISHARES TR 856.0 $313K 0.12% $365.87 +4.5%
80 LRCX LAM RESEARCH CORP Technology 703.0 $305K 0.12% NEW $433.33 -29.0%
Page 4 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%