Heritage Wealth Management, Inc. /Ca/ - Q42025 Holdings

Heritage Wealth Management, Inc. /Ca/ holds 89 stocks with a total portfolio value of $ 157.4M as of Q42025. In Q42025, Heritage Wealth Management, Inc. /Ca/ added 8 new positions, increased stakes in 41 stocks, reduced 27 holdings, and fully exited 9 positions. The largest holding is American Centy Etf Tr (AVLV), representing 10.41% of the total portfolio.