Heritage Wealth Advisors
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,559,631
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 692 | 2,559,631 | 13F-HR | Heritage Wealth Advisors |
| Q4 2025 | 2/13/2026 | 609 | 2,618,480 | 13F-HR | Heritage Wealth Advisors |
| Q3 2025 | 11/13/2025 | 600 | 2,284,800 | 13F-HR | Heritage Wealth Advisors |
| Q2 2025 | 8/11/2025 | 590 | 2,105,773 | 13F-HR | Heritage Wealth Advisors |
| Q2 2014 | 8/6/2014 | 68 | 93,341 | 13F-HR | Heritage Wealth Advisors |
| Q1 2014 | 5/5/2014 | 66 | 86,435 | 13F-HR | Heritage Wealth Advisors |
| Q4 2013 | 2/7/2014 | 64 | 79,367 | 13F-HR | Heritage Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.148 M | 44.9% | 0 | 399.3 K | -399.3 K |
| ETFs | 1.411 M | 55.1% | 340.5 K | 0 | 340.5 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
2,559,631
Holdings
692
QoQ value change ($000)
-58,849
(-2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.