Heritage Wealth Management, Inc. /CA/
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 181,296
- 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 | 5/11/2026 | 94 | 181,296 | 13F-HR | Heritage Wealth Management, Inc. /CA/ |
| Q4 2025 | 2/4/2026 | 90 | 157,403 | 13F-HR | Heritage Wealth Management, Inc. /CA/ |
| Q3 2025 | 11/5/2025 | 91 | 149,282 | 13F-HR | Heritage Wealth Management, Inc. /CA/ |
| Q2 2025 | 7/28/2025 | 86 | 149,928 | 13F-HR | Heritage Wealth Management, Inc. /CA/ |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.061 K
(1.1% of total reported value)
· QoQ Δ:
-892
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.1 K | 22.9% | 0 | 75.18 K | -75.18 K |
| ETFs | 138.1 K | 77.1% | 99.96 K | 0 | 99.96 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
181,296
Holdings
94
QoQ value change ($000)
23,893
(15.2%)
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.