Heritage Wealth Management, Inc. /CA/ - Portfolio overview

Heritage Wealth Management, Inc. /CA/ has 105 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AVLV - AMERICAN CENTY ETF TR, 9.91%
2. SGOV - ISHARES TR, 8.00%
3. VGSH - VANGUARD SCOTTSDALE FDS, 7.44%

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

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