account_balance
Investment manager · 13F filer · SEC CIK 1944755
Heritage Wealth Management, Inc.
Reported value$401Mas of Sep 30, 2026
Positions272 13 new, 13 sold out
Top 10 weight28.8%AAPL alone is 5%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.3%Trimmed −3%
MSFTMicrosoft Corp
4.5%
USBUS Bancorp
3.9%
PGProcter & Gamble Co
3.9%Trimmed −15%
JPMJPMorgan Chase & Co
2.4%
LLYELI Lilly & Co
2.2%Trimmed −5%
WMTWalmart Inc.
1.8%Trimmed −3%
JNJJohnson & Johnson
1.6%Trimmed −8%
VLOValero Energy Corp
1.6%−3%
JCPBJ P Morgan Exchange Traded F
1.6%+4%
CSCOCisco Systems, Inc.
1.5%
ABBVAbbVie Inc.
1.4%
AAPLApple Inc.
5.3%Trimmed −3%
MSFTMicrosoft Corp
4.5%
USBUS Bancorp
3.9%
PGProcter & Gamble Co
3.9%−15%
JPMJPMorgan Chase & Co
2.4%
LLYELI Lilly & Co
2.2%
WMT1.8%JNJ1.6%VLO1.6%JCPB
CSCO1.5%ABBVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.3% Trimmed −3%MSFT Microsoft Corp 4.5% HeldUSB US Bancorp 3.9% HeldPG Procter & Gamble Co 3.9% Trimmed −15%JPM JPMorgan Chase & Co 2.4% HeldLLY ELI Lilly & Co 2.2% Trimmed −5%WMT Walmart Inc. 1.8% Trimmed −3%JNJ Johnson & Johnson 1.6% Trimmed −8%VLO Valero Energy Corp 1.6% Trimmed −3%
JCPB J P Morgan Exchange Traded F 1.6% Added +4%
CSCO Cisco Systems, Inc. 1.5% HeldABBV AbbVie Inc. 1.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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