Heritage Wealth Advisors: 13F holdings
CIK 15911222026Q2
| Positions | 703 |
|---|
| Reported value | $2.9bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 703 (+11 vs prior quarter) |
|---|
| Reported value | $2.9bn (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV IShares S&P 500 Index | 752,076 | $563.2m | 19.3% |
| SPHQ Invesco S&P 500 Quality ETF | 4,978,794 | $448.6m | 15.4% |
| IEFA iShares Core MSCI EAFE | 3,543,932 | $342.3m | 11.7% |
| PHYS Sprott Physical Gold Trust Unit | 4,706,640 | $142.0m | 4.9% |
| IEMG iShares Core MSCI Emerging Markets ETF | 1,159,805 | $96.1m | 3.3% |
| IWS iShares Russell Midcap Value | 534,456 | $88.0m | 3.0% |
| GOOG Alphabet Inc. Class C | 230,790 | $81.5m | 2.8% |
| AAPL Apple Inc. | 240,896 | $69.7m | 2.4% |
| MSFT Microsoft Corp | 174,468 | $65.1m | 2.2% |
| JNJ Johnson & Johnson | 244,804 | $62.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1591122")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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