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 Management, Inc. /CA/ (CIK 2012170) reported $181.3M across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVLV ($18.2M, 10.01%), SGOV ($14.7M, 8.09%), VGSH ($13.6M, 7.52%), SCHG ($11.1M, 6.10%), AAPL ($6.8M, 3.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVLV | AMERICAN CENTY ETF TR | $18.2M | 10.01% | 225,171 | Added |
| 2 | SGOV | ISHARES TR | $14.7M | 8.09% | 145,669 | Added |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $13.6M | 7.52% | 232,809 | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $11.1M | 6.10% | 379,371 | Added |
| 5 | AAPL | APPLE INC | $6.8M | 3.73% | 26,637 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $6.0M | 3.30% | 81,140 | Added |
| 7 | SCHR | SCHWAB STRATEGIC TR | $5.4M | 2.96% | 215,482 | Added |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $5.0M | 2.75% | 128,370 | Trimmed |
| 9 | AVGO | BROADCOM INC | $4.6M | 2.53% | 14,822 | Trimmed |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | $4.3M | 2.34% | 29,063 | Trimmed |
| 11 | LQD | ISHARES TR | $4.0M | 2.21% | 36,837 | Added |
| 12 | AGG | ISHARES TR | $3.7M | 2.03% | 37,082 | Added |
| 13 | GOVT | ISHARES TR | $3.4M | 1.86% | 146,858 | Added |
| 14 | SCHO | SCHWAB STRATEGIC TR | $3.1M | 1.73% | 129,000 | Added |
| 15 | TOTL | SSGA ACTIVE ETF TR | $3.1M | 1.69% | 77,302 | Added |
| 16 | CMF | ISHARES TR | $3.0M | 1.67% | 53,378 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 1.65% | 60,924 | Added |
| 18 | MDYG | SPDR SERIES TRUST | $2.9M | 1.60% | 30,177 | Added |
| 19 | AVUV | AMERICAN CENTY ETF TR | $2.9M | 1.60% | 26,213 | Added |
| 20 | IJJ | ISHARES TR | $2.8M | 1.56% | 21,390 | Added |
| 21 | TLT | ISHARES TR | $2.8M | 1.56% | 32,608 | Added |
| 22 | VBK | VANGUARD INDEX FDS | $2.7M | 1.50% | 9,003 | Added |
| 23 | SHY | ISHARES TR | $2.6M | 1.44% | 31,526 | New |
| 24 | DFAE | DIMENSIONAL ETF TRUST | $2.3M | 1.29% | 69,336 | Added |
| 25 | HYG | ISHARES TR | $2.2M | 1.21% | 27,625 | Added |
Source: SEC Form 13F filings · as of 2026-03-31