Home › Heritage Wealth Management, Inc./Texas

Heritage Wealth Management, Inc./Texas 13F holdings

Filed 2026-08-10 · Heritage Wealth Management, Inc./Texas · 44 positions · $259.7M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
DFUSDIMENSIONAL ETF TRUST889.7K$72.9M28.1%
DFUVDIMENSIONAL ETF TRUST667.6K$36.7M14.1%
DFASDIMENSIONAL ETF TRUST426.6K$35.1M13.5%
DFAIDIMENSIONAL ETF TRUST621.2K$25.6M9.9%
DUHPDIMENSIONAL ETF TRUST346.3K$14.5M5.6%
DFCFDIMENSIONAL ETF TRUST334.6K$14.1M5.4%
MUBISHARES TR97.2K$10.5M4.0%
VNQVANGUARD INDEX FDS95.6K$9.2M3.5%
SGOVISHARES TR89.2K$9.0M3.5%
DFAEDIMENSIONAL ETF TRUST198.8K$8.0M3.1%
DFAXDIMENSIONAL ETF TRUST110.7K$4.1M1.6%
IJRISHARES TR17.1K$2.5M1.0%
IJHISHARES TR28.4K$2.2M0.8%
DFIVDIMENSIONAL ETF TRUST30.5K$1.6M0.6%
AAPLAPPLE INC5.5K$1.6M0.6%
TRGPTARGA RES CORP4.8K$1.3M0.5%
EXMOCEXXON MOBIL CORP9.1K$1.2M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL1.8K$894,6970.3%
IVVISHARES TR963$720,8250.3%
PFEPFIZER INC23.6K$568,2300.2%
AVGOBROADCOM INC1.5K$548,6710.2%
DLNWISDOMTREE TR5.3K$515,2070.2%
CVXCHEVRON CORPORATION2.6K$437,7270.2%
MSFTMICROSOFT CORP1.2K$435,1240.2%
JPMJPMORGAN CHASE & CO1.2K$404,7300.2%
SPGIS&P GLOBAL INC961$391,2040.2%
SLBSLB LIMITED8.1K$378,2810.1%
IEFAISHARES TR3.4K$330,8650.1%
VTIVANGUARD INDEX FDS859$317,9410.1%
IUSVISHARES TR2.9K$317,8330.1%
SOXLDIREXION SHARES ETF TRUST1.1K$295,2130.1%
MEARISHARES U S ETF TR5.8K$292,6270.1%
ABBVABBVIE INC1.1K$278,8870.1%
DFARDIMENSIONAL ETF TRUST10.2K$267,3910.1%
DFAUDIMENSIONAL ETF TRUST5.0K$256,8830.1%
JNJJOHNSON & JOHNSON992$252,0440.1%
DGROISHARES TR3.3K$249,4430.1%
VBVANGUARD INDEX FDS814$246,7400.1%
DFSVDIMENSIONAL ETF TRUST6.1K$236,3970.1%
VIGVANGUARD SPECIALIZED FUNDS950$224,8260.1%
VPLVANGUARD INTL EQUITY INDEX F1.8K$213,4480.1%
SOSOUTHERN CO2.1K$200,9910.1%
PSKYPARAMOUNT SKYDANCE CORP15.0K$147,9000.1%
BDJBLACKROCK ENHANCED EQUITY DI14.0K$133,9640.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}