StockDriftsStockDriftsTop 50 Heritage Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | 10.36% | 227.8K | $20.8M | +1.19%(+2.68K) | $58.77(+60.69%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.8% | 234.4K | $13.6M | +0.68%(+1.57K) | $58.36(-0.55%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 6.57% | 389.3K | $13.2M | +2.62%(+9.93K) | $21.49(+66.51%) | 2026-06-30 | |
| SGOV | ISHARES TR | 6.28% | 125.3K | $12.6M | -14.01%(-20.41K) | $100.57(-0.07%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.94% | 27.4K | $7.9M | +2.68%(+715) | $193.64(+58.37%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.14% | 85.8K | $6.3M | +5.70%(+4.62K) | $72.95(-0.91%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.81% | 127.3K | $5.6M | -0.83%(-1.06K) | $27.72(+65.94%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.81% | 14.9K | $5.6M | +0.76%(+112) | $200.89(+109.25%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 2.77% | 225.1K | $5.6M | +4.49%(+9.66K) | $24.53(-0.51%) | 2026-06-30 | |
| LQD | ISHARES TR | 2.07% | 38.1K | $4.2M | +3.56%(+1.31K) | $107.09(-0.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.56% |
Heritage Wealth Management, Inc. reports $263.24M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are AVLV (10.4%), VGSH (6.8%) and SCHG (6.6%). The top 20 holdings account for 64.75% of reported assets. Its disclosed equity book has returned +32.27% cumulatively over 10 quarters. 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 Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012170). View Heritage Wealth Management, Inc.’s 13F filings on SEC