Heritage Wealth Management, Inc./Texas - Portfolio overview

Heritage Wealth Management, Inc./Texas has 42 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 27.09%
2. DFUV - DIMENSIONAL ETF TRUST, 14.24%
3. DFAS - DIMENSIONAL ETF TRUST, 13.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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