Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Heritage Wealth Advisors (CIK 1591122) reported $2.56B across 677 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($442.9M, 17.31%), SPHQ ($352.5M, 13.77%), IEFA ($279.4M, 10.92%), PHYS ($169.9M, 6.64%), IWS ($79.5M, 3.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | IShares S&P 500 Index | $442.9M | 17.31% | 678,104 | Added |
| 2 | SPHQ | Invesco S&P 500 Quality ETF | $352.5M | 13.77% | 4.7M | Added |
| 3 | IEFA | iShares Core MSCI EAFE | $279.4M | 10.92% | 3.1M | Added |
| 4 | PHYS | Sprott Physical Gold Trust Unit | $169.9M | 6.64% | 4.8M | Trimmed |
| 5 | IWS | iShares Russell Midcap Value | $79.5M | 3.11% | 545,471 | Added |
| 6 | IEMG | iShares Core MSCI Emerging Markets ETF | $70.0M | 2.73% | 1.0M | Added |
| 7 | GOOG | Alphabet Inc. Class C | $68.4M | 2.67% | 238,500 | Trimmed |
| 8 | AAPL | Apple Computer Inc | $61.8M | 2.42% | 243,674 | Trimmed |
| 9 | RTX | Raytheon Technologies Ord | $61.7M | 2.41% | 320,092 | Trimmed |
| 10 | JNJ | Johnson & Johnson | $60.9M | 2.38% | 249,057 | Trimmed |
| 11 | MSFT | Microsoft Corp | $56.2M | 2.20% | 151,798 | Trimmed |
| 12 | COP | Conocophillips | $52.0M | 2.03% | 394,176 | Trimmed |
| 13 | BN | Brookfield Corporation | $50.6M | 1.98% | 1.3M | Trimmed |
| 14 | BRK/B | Berkshire Hathaway Cl B | $48.2M | 1.88% | 100,644 | Trimmed |
| 15 | WMT | Wal-Mart Stores Inc | $47.4M | 1.85% | 381,468 | Trimmed |
| 16 | MA | Mastercard Inc | $44.6M | 1.74% | 89,345 | Trimmed |
| 17 | AMZN | Amazon Com Inc | $41.9M | 1.64% | 201,261 | Trimmed |
| 18 | JPM | Jpmorgan Chase & Co | $36.9M | 1.44% | 125,341 | Trimmed |
| 19 | ITOT | iShares Core S&P Total US Stock Mkt | $36.7M | 1.43% | 257,812 | Trimmed |
| 20 | DUK | Duke Energy New | $33.7M | 1.32% | 257,736 | Trimmed |
| 21 | PGR | Progressive Corp Ohio | $32.7M | 1.28% | 164,920 | Trimmed |
| 22 | UNP | Union Pacific Corp | $32.4M | 1.26% | 133,394 | Trimmed |
| 23 | MCD | Mc Donalds Corp | $30.2M | 1.18% | 97,087 | Trimmed |
| 24 | HD | Home Depot Inc | $27.6M | 1.08% | 83,921 | Trimmed |
| 25 | WMB | Williams Companies | $23.3M | 0.91% | 319,940 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31