Heritage Wealth Advisors - Portfolio overview

Heritage Wealth Advisors has 723 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - IShares S&P 500 Index, 17.25%
2. SPHQ - Invesco S&P 500 Quality ETF, 13.73%
3. IEFA - iShares Core MSCI EAFE, 10.88%

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

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