Heritage Wealth Advisors
Heritage Wealth Advisors is an Investment Adviser institutional filer with the SEC under CIK 1591122, reporting 700 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: VA
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-14
Top 10 portfolio positions
The largest reported holdings in Heritage Wealth Advisors's most recent 13F filing, ranked by reported market value.
- IShares S&P 500 Index (IVV)
- Invesco S&P 500 Quality ETF (SPHQ)
- iShares Core MSCI EAFE (IEFA)
- Sprott Physical Gold Trust Unit (PHYS)
- iShares Core MSCI Emerging Markets ETF (IEMG)
- iShares Russell Midcap Value (IWS)
- Alphabet Inc. Class C (GOOG)
- Apple Inc. (AAPL)
- Microsoft Corp (MSFT)
- Johnson & Johnson (JNJ)
/