Heritage Wealth Management, Inc./Texas Portfolio Holdings
Heritage Wealth Management, Inc./Texas
- $227 Billion
- Q3 2025
Heritage Wealth Management, Inc./Texas has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $64.9B, Dimensional ETF Tr Us Marketwi with a value of $30.3B, Dimensional ETF Tr U S Small C with a value of $28.5B, Dimensional ETF Tr with a value of $22B, and Ishares National Muni Bond ETF with a value of $12.4B.
Examining the 13F form we can see an increase of $25.5B in the current position value, from $201B to 227B.
Heritage Wealth Management, Inc./Texas is based out at Houston, TX
Below you can find more details about Heritage Wealth Management, Inc./Texas portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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