Heritage Wealth Management, Inc. /CA/: summary

Heritage Wealth Management, Inc. /CA/ reported 102 positions with a reported value of $289.31M in its 13F for Q3 2026. Compared with Q2 2026: 7 new positions, 5 exited.

Top positions

• STATE STREET SPDR S&P 500 ETF
• AMERICAN CENTY ETF TR
• VANGUARD SHORT-TERM TREASURY ETF
• SERVICENOW INC COM
• SCHWAB U.S. LARGE-CAP GROWTH ETF
• ISHARES TR
• APPLE INC COM
• STATE STREET SPDR S&P 500 ETF
• VANGUARD TOTAL BOND MARKET ETF
• SCHWAB INTERMEDIATE-TERM US TREASURY ETF