StockDriftsStockDriftsTop 50 Heritage Wealth Management INC Ca Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | 8.9% | 217.9K | $19.7M | -4.35%(-9.92K) | $58.77(+58.86%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.51% | 250.4K | $14.4M | +6.85%(+16.05K) | $58.33(-1.00%) | 2026-09-30 | |
| NOW | SERVICENOW INC | 6.46% | 106.7K | $14.3M | new | $116.64(+32.69%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 6.23% | 384.0K | $13.8M | -1.37%(-5.33K) | $21.49(+65.23%) | 2026-09-30 | |
| SGOV | ISHARES TR | 5.37% | 118.1K | $11.9M | -5.70%(-7.13K) | $100.57(+0.11%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.2% | 28.0K | $9.3M | +2.20%(+603) | $196.18(+76.93%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 3.34% | 105.6K | $7.4M | +23.12%(+19.83K) | $72.73(-1.96%) | 2026-09-30 | |
| SCHR | SCHWAB STRATEGIC TR | 2.65% | 247.6K | $5.9M | +9.98%(+22.47K) | $24.49(-2.06%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.5% | 124.8K | $5.5M | -1.97%(-2.51K) | $27.72(+63.20%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.46% | 29.2K | $5.5M | +0.23%(+68) | $32.04(+520.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +33.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.90% |
Heritage Wealth Management INC Ca reports $289.31M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are AVLV (8.9%), VGSH (6.5%) and NOW (6.5%). The top 20 holdings account for 66.52% of reported assets. Its disclosed equity book has returned +33.05% cumulatively over 11 quarters. Figures reflect the Q3 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 Ca’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012170). View Heritage Wealth Management INC Ca’s 13F filings on SEC