Heritage Wealth Advisors
$2.9B 13F equity value
737 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Heritage Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | IShares S&P 500 Index | 752,076 | $563M | 19.3% |
| SPHQ | Invesco S&P 500 Quality ETF | 4,978,794 | $449M | 15.4% |
| IEFA | iShares Core MSCI EAFE | 3,543,932 | $342M | 11.7% |
| PHYS | Sprott Physical Gold Trust Unit | 4,706,640 | $142M | 4.9% |
| IEMG | iShares Core MSCI Emerging Markets ETF | 1,159,805 | $96M | 3.3% |
| IWS | iShares Russell Midcap Value | 534,456 | $88M | 3.0% |
| GOOG | Alphabet Inc. Class C | 230,790 | $82M | 2.8% |
| AAPL | Apple Inc. | 240,896 | $70M | 2.4% |
| MSFT | Microsoft Corp | 174,468 | $65M | 2.2% |
| JNJ | Johnson & Johnson | 244,804 | $62M | 2.1% |
Track Heritage Wealth Advisors's 13F portfolio: $2.9B in reported holdings, 737 positions. Top holdings and quarterly changes on SentiSense.
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