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

Heritage Wealth Management, Inc.

Heritage Wealth's family office based in New York, NY — $202M in tracked AUM across 157 positions as of Q1 2026.

HW
Heritage Wealth·New York, NY·Family Office
CIK 0001944755 · last filed Mar 31, 2026
Total AUM
$202M
▼ 5.6%
vs prior
Holdings
157
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q1 2026 · 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

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