SEC Form 13F

Heritage Wealth Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$400,838,467
Positions272

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$19,033,37265,777
PROCTER & GAMBLE COPGCOM$18,379,851125,340
US BANCORPUSBCOM NEW$16,616,161275,102
MICROSOFT CORPMSFTCOM$13,342,29835,768
JPMORGAN CHASE & COJPMCOM$9,617,97129,383
ELI LILLY & COLLYCOM$9,579,8477,987
WALMART INCWMTCOM$7,987,05870,520
JOHNSON & JOHNSONJNJCOM$6,847,30026,961
CISCO SYS INCCSCOCOM$6,389,42454,397
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$6,340,421135,075

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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