Heritage Wealth Management, Inc. /CA/: 13F holdings
CIK 20121702026Q2
| Positions | 98 |
|---|
| Reported value | $263.2m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 98 (+5 vs prior quarter) |
|---|
| Reported value | $263.2m (+45.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVLV AMERICAN CENTY ETF TR | 227,848 | $20.8m | 7.9% |
| VGSH VANGUARD SCOTTSDALE FDS | 234,382 | $13.6m | 5.2% |
| SCHG SCHWAB STRATEGIC TR | 389,301 | $13.2m | 5.0% |
| SGOV ISHARES TR | 125,255 | $12.6m | 4.8% |
| AAPL APPLE INC | 27,352 | $7.9m | 3.0% |
| BND VANGUARD BD INDEX FDS | 85,762 | $6.3m | 2.4% |
| DIMENSIONAL ETF TRUST | 127,308 | $5.6m | 2.1% |
| AVGO BROADCOM INC | 14,934 | $5.6m | 2.1% |
| SCHR SCHWAB STRATEGIC TR | 225,147 | $5.6m | 2.1% |
| LQD ISHARES TR | 38,147 | $4.2m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012170")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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