13F Insight
DOSSIER · 13F-HR · Q1 2026

Heritage Wealth Management, Inc.

$202M in tracked AUM across 157 positions as of Q1 2026.

HW
CIK 0001944755 · last filed Mar 31, 2026
Total AUM
$202M
as of Q1 2026
Holdings
157
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Heritage Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INCORPORATED
$17M67K8.5%02
JPM
JPMORGAN CHASE & COMPANY
$9M30K4.3%03
JCPB
JPMORGAN CORE PLUS BOND ETF
$6M127K3.0%04
ABBV
ABBVIE INCORPORATED
$5M22K2.3%05
CSCO
CISCO SYSTEMS INCORPORATED
$4M57K2.2%06
VLO
VALERO ENERGY CORPORATION
$4M18K2.2%07
H1467J104
CHUBB LIMITED SWITZ (SWITZERLAND)
$4M13K2.1%08
ALL
ALLSTATE CORPORATION
$4M18K1.9%09
EVTR
EATON VANCE TOTAL RETURN BOND ETF
$4M74K1.9%10
NVDA
NVIDIA CORPORATION
$4M21K1.8%

Filing history

2026Q1Mar 31
$202M▼ 43.8%
157 positionsView →2025Q4Dec 31
$360M▲ 5.6%
258 positionsView →2025Q3Sep 30
$341M▲ 10.3%
248 positionsView →2025Q2Jun 30
$309M▲ 5.2%
239 positionsLocked2025Q1Mar 31
$294M▼ 2.3%
228 positionsLocked2024Q4Dec 31
$301M▼ 1.4%
224 positionsLocked2024Q3Sep 30
$305M▲ 2.2%
229 positionsLocked2024Q2Jun 30
$298M—
223 positionsLocked