13F Filings History of Heritage Wealth Management, Inc./Texas

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$230,429,390
Signature - Title
Brett Carleton - President
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Heritage Wealth Management, Inc./Texas. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heritage Wealth Management, Inc./Texas reported 38 stock holdings with total value $230,429,390 as of Q4 2025. Top holdings included DFUS, DFUV, DFAS, DFAI, and DFCF.

Notify me when Heritage Wealth Management, Inc./Texas files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $230,429,390 +$3,908,344 -$5,492,962 -$1,584,618 DFUS, DFUV, DFAS, DFAI, DFCF 13F-HR 06 Feb 2026, 18:41
Q3 2025 39 $226,818,711 +$15,483,619 -$2,118,193 +$13,365,426 DFUS, DFUV, DFAS, DFAI, MUB 13F-HR 31 Oct 2025, 14:36
Q2 2025 35 $201,339,944 +$26,556,367 -$8,109,985 +$18,446,382 DFUS, DFUV, DFAS, DFAI, MUB 13F-HR 01 Aug 2025, 14:16
Q1 2025 35 $172,610,559 +$13,296,748 -$7,675,673 +$5,621,075 DFUS, DFUV, DFAS, DFCF, DFAI 13F-HR 21 Apr 2025, 20:55
Q4 2024 31 $169,895,163 +$6,410,154 -$6,813,908 -$403,754 DFUS, DFUV, DFAS, VNQ, DFAI 13F-HR 17 Jan 2025, 19:13
Q3 2024 39 $172,511,906 +$4,049,228 -$2,341,322 +$1,707,906 DFUS, DFUV, DFAS, VNQ, DFAI 13F-HR 30 Oct 2024, 11:18
Q2 2024 38 $160,499,366 +$10,855,975 -$3,752,829 +$7,103,146 DFUS, DFUV, DFAS, VNQ, DFAI 13F-HR 30 Jul 2024, 17:25
Q1 2024 36 $153,960,872 +$6,257,959 -$678,791 +$5,579,168 DFUS, DFUV, DFAS, VNQ, DFAI 13F-HR 25 Apr 2024, 12:14
Q4 2023 35 $141,954,835 +$21,311,017 -$1,261,908 +$20,049,109 DFUS, DFUV, DFAS, VNQ, DFCF 13F-HR 24 Jan 2024, 18:15
Q3 2023 26 $110,155,629 +$2,355,254 -$1,307,548 +$1,047,706 DFUS, DFUV, DFAS, VNQ, DFAI 13F-HR 07 Nov 2023, 20:26
Q2 2023 25 $112,952,376 +$5,019,549 -$873,187 +$4,146,362 DFUS, DFUV, DFAS, VNQ, DFAI 13F-HR 02 Aug 2023, 18:16
Q1 2023 24 $103,851,348 +$3,969,234 -$2,466,305 +$1,502,929 DFUS, DFUV, DFAS, VNQ, DFAI 13F-HR 02 May 2023, 18:28
Q4 2022 27 $98,581,767 $0 $0 $0 DFUS, DFUV, DFAS, VNQ, DFAI 13F-HR 23 Feb 2023, 10:08