Heritage Wealth Advisors
•CIK: 1591122•Filing: Q4 2025
**Heritage Wealth Advisors** manages $2.6B across a diversified portfolio of 589 positions. The strategy exhibits significant allocations to core indices and technology leaders, notably holding IVV at $453.7M and IEFA at $255.7M. Further concentration is evident in mega-cap technology names, including GOOG ($109.4M) and MSFT ($87.5M). This structure suggests a disciplined, large-cap growth orientation anchored by broad market exposure.
Total AUM
$2.6B
QoQ Performance
+14.6%
Positions
589
Top 10 Concentration
55.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IEFA
PHYS/U
IVV17.3%
IEFA9.8%
PHYS/U6.5%
GOOGL4.2%
MSFT3.3%
RTX3.2%
IWS2.9%
AAPL2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.7%
ETF18.8%
Technology11.5%
Financial7.9%
Consumer7.4%
Healthcare5.4%
Industrial4.8%
Energy2.0%
🚪 Exited Positionssold since Q3 2025
+389 more exited positions
Changes from Q3 2025
NEW15 new positions
↑57 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022