Heritage Wealth Management, Inc. /Ca/ - Q12026 Holdings

Heritage Wealth Management, Inc. /Ca/ holds 93 stocks with a total portfolio value of $ 181.3M as of Q12026. In Q12026, Heritage Wealth Management, Inc. /Ca/ added 9 new positions, increased stakes in 43 stocks, reduced 33 holdings, and fully exited 5 positions. The largest holding is American Centy Etf Tr (AVLV), representing 10.01% of the total portfolio.