Heritage Wealth Management, Inc. /CA/
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 263,238
- 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 | 7/22/2026 | 100 | 263,238 | 13F-HR | Heritage Wealth Management, Inc. /CA/ |
| 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):
62.58 K
(23.8% of total reported value)
· QoQ Δ:
+60.52 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 49.5 K | 24.7% | 8.395 K | 0 | 8.395 K |
| ETFs | 151.1 K | 75.3% | 13.03 K | 0 | 13.03 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
263,238
Holdings
100
QoQ value change ($000)
81,942
(45.2%)
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.