Heritage Wealth Management, Inc./Texas
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 259,746
- Description
- —
- Website
- —
- 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 | 8/10/2026 | 44 | 259,746 | 13F-HR | Heritage Wealth Management, Inc./Texas |
| Q1 2026 | 5/6/2026 | 41 | 233,992 | 13F-HR | Heritage Wealth Management, Inc./Texas |
| 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 | 9.709 K | 3.7% | 846 | 0 | 846 |
| ETFs | 250 K | 96.3% | 24.91 K | 0 | 24.91 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
259,746
Holdings
44
QoQ value change ($000)
25,754
(11.0%)
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.