SEC Form 13F

Heritage Wealth Management, Inc. /CA/ 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$263,237,872
Positions100

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$53,618,08671,800
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$20,782,012227,848
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$13,641,004234,382
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$13,173,958389,301
ISHARES TRSGOV0-3 MTH TREASURY$12,609,448125,255
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$8,961,24012,000
APPLE INCAAPLCOM$7,914,59727,352
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$6,295,79885,762
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$5,647,383127,308
BROADCOM INCAVGOCOM$5,641,31914,934

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

NexusTrade Loading NexusTrade… Taking too long? Reload this page