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Portfolio (Quarterly) Guide ↗

Heritage Wealth Management, Inc. /CA/

· CIK 0002012170
13F Portfolio $157M AUM 91 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 35 Added 24 Reduced 9 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 5,967.0 $1.9M 1.19% +40.0 +0.7% $313.00 +23.9%
22 DFNM DIMENSIONAL ETF TRUST 32,625.0 $1.6M 1.00% +3K +10.5% $48.17 -0.6%
23 HYMB SPDR SERIES TRUST 59,650.0 $1.5M 0.94% +6K +10.5% $24.94 -0.1%
24 AMZN AMAZON COM INC Consumer Cyclical 5,459.0 $1.3M 0.80% +84.0 +1.6% $230.82 +16.3%
25 DFAR DIMENSIONAL ETF TRUST 37,692.0 $863K 0.55% +607.0 +1.6% $22.90 +13.9%
26 AVUS AMERICAN CENTY ETF TR 7,626.0 $852K 0.54% +693.0 +10.0% $111.78 +12.0%
27 ORCL ORACLE CORP Technology 3,610.0 $704K 0.45% +21.0 +0.6% $194.90 -2.6%
28 SHM SPDR SERIES TRUST 13,327.0 $640K 0.41% +848.0 +6.8% $47.99 -0.5%
29 JNJ JOHNSON & JOHNSON Healthcare 2,832.0 $586K 0.37% +88.0 +3.2% $206.97 +12.0%
30 BERKSHIRE HATHAWAY INC DEL 1,152.0 $579K 0.37% +11.0 +1.0% $502.65
31 GOOG ALPHABET INC Communication Services 1,212.0 $380K 0.24% +175.0 +16.9% $313.80 +22.2%
32 MCD MCDONALDS CORP Consumer Cyclical 1,023.0 $313K 0.20% +49.0 +5.0% $305.63 -7.0%
33 V VISA INC Financial Services 818.0 $287K 0.18% +5.0 +0.6% $350.71 -5.7%
34 CVX CHEVRON CORP NEW Energy 1,699.0 $259K 0.16% +43.0 +2.6% $152.39 +25.3%
35 NFLX NETFLIX INC Communication Services 2,457.0 $230K 0.15% +2K +796.7% $93.76 -4.8%
Page 2 of 2  ·  35 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 57.0%
Consumer Cyclical 10.2%
Communication Services 9.7%
Financial Services 7.8%
Healthcare 7.4%
Consumer Defensive 4.1%
Industrials 2.2%
Energy 1.5%