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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 1,170.0 $299K 0.11% NEW $255.43 -39.6%
82 V VISA INC Financial Services 858.0 $294K 0.11% +40.0 +4.9% $343.09 +9.3%
83 IWD ISHARES TR 1,207.0 $293K 0.11% $242.43 +6.3%
84 VGT VANGUARD WORLD FD 2,446.0 $292K 0.11% +2K +691.6% $119.52 +1.5%
85 DFAU DIMENSIONAL ETF TRUST 5,554.0 $287K 0.11% $51.69 +3.1%
86 IVV ISHARES TR 363.0 $272K 0.10% -73.0 -16.7% $748.89 +3.3%
87 MCD MCDONALDS CORP Consumer Cyclical 965.0 $261K 0.10% -58.0 -5.7% $270.31 -5.4%
88 DVY ISHARES TR 1,630.0 $255K 0.10% NEW $156.30 +5.1%
89 CRWD CROWDSTRIKE HLDGS INC Technology 325.0 $248K 0.09% NEW $190.79 +11.7%
90 DFUV DIMENSIONAL ETF TRUST 4,459.0 $245K 0.09% $55.01 +4.7%
91 LMT LOCKHEED MARTIN CORP Industrials 475.0 $242K 0.09% NEW $509.46 +3.1%
92 ABBV ABBVIE INC Healthcare 931.0 $234K 0.09% NEW $251.64 +1.9%
93 VBR VANGUARD INDEX FDS 915.0 $222K 0.08% NEW $243.02 +1.7%
94 MELI MERCADOLIBRE INC Consumer Cyclical 130.0 $221K 0.08% +5.0 +4.0% $1697.39 +16.6%
95 UNH UNITEDHEALTH GROUP INC Healthcare 526.0 $219K 0.08% -299.0 -36.2% $415.63 -4.4%
96 MRK MERCK & CO INC Healthcare 1,657.0 $213K 0.08% NEW $128.50 +17.0%
97 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 17,629.0 $186K 0.07% NEW $10.57 -1.3%
98 NU NU HLDGS LTD Financial Services 10,011.0 $134K 0.05% $13.36 +15.0%
99 OWL BLUE OWL CAPITAL INC Financial Services 11,542.0 $101K 0.04% NEW $8.75 +34.3%
100 EON RESOURCES INC 153,299.0 $12K 0.00% -38K -20.1% $0.08
Page 5 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%