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Home > Institutional Investor > Heritage Wealth Management, Inc. > Profile

Instuitional Investor - Heritage Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Heritage Wealth Management, Inc.
Portfolio Value $157,402,672
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 216,227 $16,383,538 10.41%
2.
Schwab Strategic Trust
 FNDF 354,124 $11,551,519 7.34%
3.
Vanguard Scottsdale Funds
 125,686 $7,381,564 4.69%
4.
Apple Inc.
 AAPL 26,313 $7,153,452 4.54%
5.
Dimensional Etf Trust
 131,673 $5,212,934 3.31%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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