account_balance

Investment manager · 13F filer · SEC CIK 1966400

Heritage Wealth Management, Inc./Texas

Reported value$267Mas of Sep 30, 2026
Positions42 2 new, 4 sold out
Top 10 weight91.6%DFUS alone is 28%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
DFUS Dimensional ETF Trust 28.2% Held
DFUV Dimensional ETF Trust 14.0% Added +2%
DFAS Dimensional ETF Trust 12.8% Added +3%
DFAI Dimensional ETF Trust 9.8% Held
SGOV iShares Tr 6.6% Added +95%
DUHP Dfa Invt Dimensions Group In 5.6% Added +3%
DFCF Dimensional ETF Trust 4.7% Trimmed −6%
MUB iShares Tr 3.5% Trimmed −5%
VNQ Vanguard Index FDS 3.3% Added +4%
DFAE Dimensional ETF Trust 3.0% Added +4%
DFAX Dimensional ETF Trust 1.3% Trimmed −18%
IJR iShares Tr 0.8% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • VTEB $671K
  • SPY $200K
arrow_upwardAdded
  • SGOV +95%
  • DFAE +4%
  • VNQ +4%
  • DFAS +3%
arrow_downwardTrimmed
  • AAPL −23%
  • DFAX −18%
  • DFIV −11%
  • IJH −10%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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