Heritage Wealth Management, Inc./Texas
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 230,429
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 2/9/2026 | 38 | 230,429 | 13F-HR | Heritage Wealth Management, Inc./Texas |
| Q3 2025 | 10/31/2025 | 39 | 226,819 | 13F-HR | Heritage Wealth Management, Inc./Texas |
| Q2 2025 | 8/1/2025 | 35 | 201,340 | 13F-HR | Heritage Wealth Management, Inc./Texas |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 176.8 K | 76.7% | 5.221 K | 0 | 5.221 K |
| ETFs | 53.6 K | 23.3% | 0 | 1.41 K | -1.41 K |
| Debt | 0 | 0.0% | 0 | 200 | -200 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
230,429
Holdings
38
QoQ value change ($000)
3,610
(1.6%)
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.