Heritage Wealth Management, Inc./Texas: summary

Heritage Wealth Management, Inc./Texas reported 42 positions with a reported value of $266.74M in its 13F for Q3 2026. Compared with Q2 2026: 6 new positions, 8 exited.

Top positions

• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• ISHARES TR
• DFA INVT DIMENSIONS GROUP IN
• DIMENSIONAL ETF TRUST
• ISHARES NATIONAL MUNI BOND ETF
• VANGUARD REAL ESTATE ETF
• DIMENSIONAL ETF TRUST