Heritage Wealth Management, Inc. — 13F holdings

Heritage Wealth Management, Inc. reported 272 holdings worth $401M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. AAPL APPLE INC — $19.0M (4.7%)
2. PG Procter And Gamble Co — $18.4M (4.6%)
3. USB US BANCORP DEL — $16.6M (4.1%)
4. MSFT MICROSOFT CORP — $13.3M (3.3%)
5. JPM JPMorgan Chase & Co. — $9.62M (2.4%)
6. LLY ELI LILLY & CO — $9.58M (2.4%)
7. WMT WALMART INC — $7.99M (2.0%)
8. JNJ JOHNSON & JOHNSON — $6.85M (1.7%)
9. CSCO CISCO SYS INC — $6.39M (1.6%)
10. JCPB J P MORGAN EXCHANGE TRADED F — $6.34M (1.6%)