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

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$154,449,822
Signature - Title
Ryan Gibbs - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Heritage Wealth Management, Inc. /CA/. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heritage Wealth Management, Inc. /CA/ reported 89 stock holdings with total value $154,449,822 as of Q4 2025. Top holdings included AVLV, SCHG, VGSH, AAPL, and DFAC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 89 $154,449,822 +$12,732,737 -$5,965,954 +$6,766,783 AVLV, SCHG, VGSH, AAPL, DFAC 13F-HR 04 Feb 2026, 16:55
Q3 2025 90 $146,453,803 +$7,863,643 -$3,262,890 +$4,600,753 AVLV, SCHG, AAPL, VGSH, AVGO 13F-HR 05 Nov 2025, 13:45
Q2 2025 85 $131,886,925 +$6,580,244 -$2,513,523 +$4,066,721 AVLV, SCHG, VGSH, AAPL, SCHR 13F-HR 28 Jul 2025, 13:09
Q1 2025 83 $117,118,939 +$6,615,942 -$3,590,759 +$3,025,183 AVLV, SCHG, AAPL, VGSH, SCHR 13F-HR 30 Apr 2025, 14:12
Q4 2024 89 $117,128,354 +$21,032,758 -$5,598,030 +$15,434,728 AVLV, SCHG, AAPL, VGSH, DFAC 13F-HR 11 Feb 2025, 16:25
Q3 2024 89 $110,833,805 +$4,312,443 -$2,048,519 +$2,263,924 AVLV, SCHG, VGSH, AAPL, DFAC 13F-HR 18 Oct 2024, 12:42
Q2 2024 83 $103,678,895 +$4,725,557 -$2,776,908 +$1,948,649 AVLV, SCHG, VGSH, DFAC, AAPL 13F-HR 25 Jul 2024, 17:11
Q1 2024 85 $100,744,873 +$5,726,840 -$2,062,755 +$3,664,085 AVLV, SCHG, DFAC, VGSH, SCHR 13F-HR 06 May 2024, 13:49
Q4 2023 81 $92,807,195 $0 $0 $0 AVLV, SCHG, DFAC, VGSH, AAPL 13F-HR 14 Feb 2024, 17:17