Heritage Wealth Management, Inc.
Heritage Wealth Management, Inc. reported 272 positions worth $400.8M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $19.0M | 4.75% | 65,777 | — | — | |
| ▸ 2 | PG | SH | $18.4M | 4.59% | 125,340 | — | — | |
| ▸ 3 | USB | SH | $16.6M | 4.15% | 275,102 | — | — | |
| ▸ 4 | MSFT | SH | $13.3M | 3.33% | 35,768 | — | — | |
| ▸ 5 | JPM | SH | $9.6M | 2.40% | 29,383 | — | — | |
| ▸ 6 | LLY | SH | $9.6M | 2.39% | 7,987 | — | — | |
| ▸ 7 | WMT | SH | $8.0M | 1.99% | 70,520 | — | — | |
| ▸ 8 | JNJ | SH | $6.8M | 1.71% | 26,961 | — | — | |
| ▸ 9 | CSCO | SH | $6.4M | 1.59% | 54,397 | — | — | |
| ▸ 10 | JCPB | SH | $6.3M | 1.58% | 135,075 | — | — |
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Frequently Asked Questions
What stocks does Heritage Wealth Management, Inc. hold as of Q2 2026?
Heritage Wealth Management, Inc. reported 272 positions worth $400.8M in its Q2 2026 13F filing. Largest positions: AAPL (4.7%), PG (4.6%), USB (4.1%), MSFT (3.3%) and JPM (2.4%).
What did Heritage Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Heritage Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.