Heritage Wealth Management, Inc. /Ca/ - Q32026 Holdings

Heritage Wealth Management, Inc. /Ca/ holds 100 stocks with a total portfolio value of $ 289.31M as of Q32026. In Q32026, Heritage Wealth Management, Inc. /Ca/ added 100 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 23.82% of the total portfolio.