StockDriftsStockDriftsTop 50 Heritage Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | IShares S&P 500 Index | 19.33% | 752.1K | $563.2M | +10.91%(+73.97K) | $349.19(+123.07%) | 2026-06-30 | |
| SPHQ | Invesco S&P 500 Quality ETF | 15.4% | 4.98M | $448.6M | +6.19%(+290.06K) | $75.48(+16.36%) | 2026-06-30 | |
| IEFA | iShares Core MSCI EAFE | 11.75% | 3.54M | $342.3M | +14.83%(+457.56K) | $77.39(+30.92%) | 2026-06-30 | |
| PHYS | Sprott Physical Gold Trust Unit | 4.87% | 4.71M | $142.0M | -1.83%(-87.81K) | $31.32(+6.70%) | 2026-06-30 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 3.3% | 1.16M | $96.1M | +15.64%(+156.88K) | $59.72(+38.37%) | 2026-06-30 | |
| IWS | iShares Russell Midcap Value | 3.02% | 534.5K | $88.0M | -2.02%(-11.02K) | $105.65(+63.23%) | 2026-06-30 | |
| GOOG | Alphabet Inc. Class C | 2.8% | 230.8K | $81.5M | -3.23%(-7.71K) | $105.86(+223.67%) | 2026-06-30 | |
| AAPL | Apple Inc. | 2.39% | 240.9K | $69.7M | -1.14%(-2.78K) | $101.67(+200.36%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 2.23% | 174.5K | $65.1M | +14.93%(+22.67K) | $242.58(+100.37%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 2.13% | 244.8K | $62.2M | -1.71%(-4.25K) | $156.43(+66.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.10% | +44.66% | +7.37% | +42.68% |
| Top 20 Holdings Unweighted | +11.26% | +37.72% | +6.83% | +39.15% |
Heritage Wealth Advisors reports $2.91B in US-listed equity holdings across 703 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.3%), SPHQ (15.4%) and IEFA (11.8%). The top 20 holdings account for 82.82% of reported assets. Its disclosed equity book has returned +44.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Heritage Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1591122). View Heritage Wealth Advisors’s 13F filings on SEC