account_balance
Investment manager · 13F filer · SEC CIK 2012170
Heritage Wealth Management, Inc.
Reported value$222Mas of Sep 30, 2026
Positions100 5 new, 3 sold out
Top 10 weight48.6%AVLV alone is 9%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVLVAmerican Centy ETF Tr
8.9%Trimmed −4%
VGSHVanguard Scottsdale FDS
6.5%Added +7%
NOWServiceNow, Inc.
6.5%New
SCHGSchwab Strategic Tr
6.2%
SGOViShares Tr
5.4%Trimmed −6%
AAPLApple Inc.
4.2%Added +2%
BNDVanguard Bd Index FDS
3.3%Added +23%
SCHRSchwab Strategic Tr
2.6%Added +10%
DFACDimensional ETF Trust
2.5%
PLTRPalantir Technologies Inc.
2.5%
SNOWSnowflake Inc.
2.4%New
AVGOBroadcom Inc.
2.4%
AVLVAmerican Centy ETF Tr
8.9%Trimmed −4%
VGSHVanguard Scottsdale FDS
6.5%Added +7%
NOWServiceNow, Inc.
6.5%
SCHGSchwab Strategic Tr
6.2%
SGOViShares Tr
5.4%−6%
AAPLApple Inc.
4.2%
BNDVanguard Bd Index FDS
3.3%
SCHRSchwab Strategic Tr
2.6%
DFAC
PLTRSNOWAVGOBoxes 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
AVLV American Centy ETF Tr 8.9% Trimmed −4%
VGSH Vanguard Scottsdale FDS 6.5% Added +7%
NOW ServiceNow, Inc. 6.5% NewSCHG Schwab Strategic Tr 6.2% Held
SGOV iShares Tr 5.4% Trimmed −6%
AAPL Apple Inc. 4.2% Added +2%BND Vanguard Bd Index FDS 3.3% Added +23%
SCHR Schwab Strategic Tr 2.6% Added +10%
DFAC Dimensional ETF Trust 2.5% Held
PLTR Palantir Technologies Inc. 2.5% HeldSNOW Snowflake Inc. 2.4% NewAVGO Broadcom Inc. 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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