Heritage Wealth Management, Inc./Texas - Q42025 Holdings

Heritage Wealth Management, Inc./Texas holds 38 stocks with a total portfolio value of $ 230.43M as of Q42025. In Q42025, Heritage Wealth Management, Inc./Texas added 1 new position, increased stakes in 11 stocks, reduced 15 holdings, and fully exited 2 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 28.43% of the total portfolio.