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Manager record

Heritage Wealth Management, Inc.

Cincinnati, OH · CIK 1944755 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$400.84MReported 13F valueQ2 2026 · as filed
272Holdings listed
+98.4%vs prior quartervalue change includes market moves
5Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $309.0M$309.0MQ2 2025239 holdingsQ3 2025: $340.6M$340.6MQ3 2025248 holdingsQ4 2025: $359.6M$359.6MQ4 2025258 holdingsQ1 2026: $202.0M$202.0MQ1 2026157 holdingsQ2 2026: $400.8M$400.8MQ2 2026272 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$400.84M · 272 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$201.99M · 157 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$359.61M · 258 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$340.62M · 248 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$308.95M · 239 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology