account_balance
Investment manager · 13F filer · SEC CIK 1591122
Heritage Wealth Advisors
Reported value$2.78Bas of Sep 30, 2026
Positions203 2 new, 502 sold out
Top 10 weight67.8%IVV alone is 19%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
19.4%Trimmed −6%
SPHQInvesco Exchange Traded Fd T
13.9%Trimmed −8%
IEFAiShares Tr
11.9%Trimmed −3%
PHYSSprott Asset Management LP
5.2%
IEMGiShares Inc
3.4%
MSFTMicrosoft Corp
3.1%Trimmed −3%
IWSiShares Tr
3.0%
AAPLApple Inc
2.8%Trimmed −2%
GOOGAlphabet Inc
2.8%Trimmed −2%
JNJ2.3%RTXRTX Corporation
2.0%Trimmed −2%
BRK-B1.7%IVViShares Tr
19.4%Trimmed −6%
SPHQInvesco Exchange Traded Fd T
13.9%Trimmed −8%
IEFAiShares Tr
11.9%Trimmed −3%
IEMG3.4%
MSFT3.1%IWS3.0%
AAPL2.8%GOOG2.8%JNJRTX2.0%BRK-BBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 19.4% Trimmed −6%
SPHQ Invesco Exchange Traded Fd T 13.9% Trimmed −8%
IEFA iShares Tr 11.9% Trimmed −3%
PHYS Sprott Asset Management LP 5.2% HeldIEMG iShares Inc 3.4% Held
MSFT Microsoft Corp 3.1% Trimmed −3%IWS iShares Tr 3.0% Held
AAPL Apple Inc 2.8% Trimmed −2%GOOG Alphabet Inc 2.8% Trimmed −2%JNJ Johnson & Johnson 2.3% Trimmed −3%RTX RTX Corporation 2.0% Trimmed −2%BRK-B Berkshire Hathaway Inc 1.7% HeldWhat changed