Institutions / Heritage Wealth Management, Inc./Texas
Heritage Wealth Management, Inc./Texas
CIK 1966400 · Institution · as of Dec 31, 2025
Portfolio value
$230.43M
Positions
38
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 38 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $65.50M | 28.4% |
| Dimensional ETF Trust | $31.48M | 13.7% |
| Dimensional ETF Trust | $29.76M | 12.9% |
| Dimensional ETF Trust | $23.13M | 10.0% |
| Dimensional ETF Trust | $12.82M | 5.6% |
| Dimensional ETF Trust | $12.53M | 5.4% |
| iShares Tr | $9.71M | 4.2% |
| iShares Tr | $8.33M | 3.6% |
| Vanguard Index Fds | $8.15M | 3.5% |
| Dimensional ETF Trust | $6.90M | 3.0% |
| Dimensional ETF Trust | $3.78M | 1.6% |
| iShares Tr | $2.54M | 1.1% |
| iShares Tr | $2.33M | 1.0% |
| Apple Inc. | $1.64M | 0.7% |
| Dimensional ETF Trust | $1.53M | 0.7% |
| Exxon Mobil Corp | $1.17M | 0.5% |
| Warren E. Buffett | $898.7K | 0.4% |
| Targa Resources Corp. | $885.4K | 0.4% |
| iShares Tr | $689.3K | 0.3% |
| S&P Global Inc. | $582.2K | 0.3% |
| Microsoft Corp | $537.6K | 0.2% |
| WisdomTree Trust | $519.5K | 0.2% |
| Broadcom Inc. | $502.7K | 0.2% |
| JPMorgan Chase & Co. | $475.1K | 0.2% |
| Schlumberger NV | $467.1K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.