Heritage Wealth Management, Inc./Texas - Q12026 Holdings

Heritage Wealth Management, Inc./Texas holds 41 stocks with a total portfolio value of $ 233.99M as of Q12026. In Q12026, Heritage Wealth Management, Inc./Texas added 3 new positions, increased stakes in 14 stocks, reduced 14 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 27.11% of the total portfolio.