Heritage Wealth Management, Inc./Texas - Portfolio Stock Holdings
Heritage Wealth Management, Inc./Texas disclosed 46 stock positions in a recent SEC 13F filing. $266,776,067 of stock holdings were filed, with the largest holdings including DFUS, DFUV, and DFAS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.Report Period:
Sept. 30, 2026No. of Stocks:
46Est. Stock Holding Value:
$266,776,067Top Stock Holdings By Sector
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Portfolio Stock Holdings - Heritage Wealth Management, Inc./Texas
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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