Heritage Wealth Management, Inc.
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 400,838
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 272 | 400,838 | 13F-HR | Heritage Wealth Management, Inc. |
| Q1 2026 | 4/20/2026 | 157 | 201,985 | 13F-HR | Heritage Wealth Management, Inc. |
| 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 | 319.9 K | 79.8% | 175.9 K | 0 | 175.9 K |
| ETFs | 77.13 K | 19.2% | 22.51 K | 0 | 22.51 K |
| Debt | 3.852 K | 1.0% | 478 | 0 | 478 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
400,838
Holdings
272
QoQ value change ($000)
198,853
(98.4%)
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.