Heritage Wealth Advisors
$2.6B Assets Reported
716 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | IShares S&P 500 Index | 678,104 | $443M | 17.3% |
| SPHQ | Invesco S&P 500 Quality ETF | 4,688,734 | $353M | 13.8% |
| IEFA | iShares Core MSCI EAFE | 3,086,375 | $279M | 10.9% |
| PHYS | Sprott Physical Gold Trust Unit | 4,794,455 | $170M | 6.6% |
| IWS | iShares Russell Midcap Value | 545,471 | $79M | 3.1% |
| IEMG | iShares Core MSCI Emerging Markets ETF | 1,002,921 | $70M | 2.7% |
| GOOG | Alphabet Inc. Class C | 238,500 | $68M | 2.7% |
| AAPL | Apple Computer Inc | 243,674 | $62M | 2.4% |
| RTX | Raytheon Technologies Ord | 320,092 | $62M | 2.4% |
| JNJ | Johnson & Johnson | 249,057 | $61M | 2.4% |
Track Heritage Wealth Advisors's 13F portfolio: $2.6B in reported holdings, 716 positions. Top holdings, AUM, and quarterly changes on SentiSense.