Heritage Wealth Management, Inc.
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 359,606
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 258 | 359,606 | 13F-HR | Heritage Wealth Management, Inc. |
| Q3 2025 | 11/4/2025 | 248 | 340,624 | 13F-HR | Heritage Wealth Management, Inc. |
| Q2 2025 | 8/14/2025 | 239 | 308,953 | 13F-HR | Heritage Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 336.4 K | 93.6% | 15.13 K | 0 | 15.13 K |
| ETFs | 20.48 K | 5.7% | 1.47 K | 0 | 1.47 K |
| Debt | 2.699 K | 0.8% | 2.382 K | 0 | 2.382 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
359,606
Holdings
258
QoQ value change ($000)
18,982
(5.6%)
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.