CIK 1591122
Heritage Wealth Advisors
Institutional 13F holdings & portfolio
Holdings
609
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | IShares S&P 500 Index | 662K | $1M+ | SH |
| IEFA | iShares Core MSCI EAFE | 2.9M | $1M+ | SH |
| PHYS | Sprott Physical Gold Trust Unit | 5.1M | $1M+ | SH |
| GOOG | Alphabet Inc. Class C | 349K | $1M+ | SH |
| MSFT | Microsoft Corp | 181K | $1M+ | SH |
| RTX | Raytheon Technologies Ord | 451K | $1M+ | SH |
| IWS | iShares Russell Midcap Value | 540K | $1M+ | SH |
| AAPL | Apple Computer Inc | 273K | $1M+ | SH |
| BN | Brookfield Corporation | 1.6M | $1M+ | SH |
| JNJ | Johnson & Johnson | 335K | $1M+ | SH |
| MA | Mastercard Inc | 119K | $1M+ | SH |
| MRK | Merck & Co Inc | 611K | $1M+ | SH |
| BRK.B | Berkshire Hathaway Cl B | 125K | $1M+ | SH |
| AMZN | Amazon Com Inc | 268K | $1M+ | SH |
| IEMG | iShares Core MSCI Emerging Markets ETF | 896K | $1M+ | SH |
| WMT | Wal-Mart Stores Inc | 487K | $1M+ | SH |
| ADP | Auto Data Processing | 210K | $1M+ | SH |
| JPM | Jpmorgan Chase & Co | 151K | $1M+ | SH |
| COP | Conocophillips | 491K | $1M+ | SH |
| PGR | Progressive Corp Ohio | 190K | $1M+ | SH |
| ITOT | iShares Core S&P Total US Stock Mkt | 258K | $1M+ | SH |
| DUK | Duke Energy New | 324K | $1M+ | SH |
| UNP | Union Pacific Corp | 163K | $1M+ | SH |
| MCD | Mc Donalds Corp | 120K | $1M+ | SH |
| HD | Home Depot Inc | 102K | $1M+ | SH |
| WMB | Williams Companies | 436K | $1M+ | SH |
| VT | Vanguard Total World Stock ETF | 178K | $1M+ | SH |
| VOO | Vanguard 500 ETF | 36K | $1M+ | SH |
| ACWX | iShares MSCI ACWI ex US ETF | 309K | $1M+ | SH |
| MKL | Markel Group Inc | 8K | $1M+ | SH |
| EFA | iShares MSCI EAFE | 166K | $1M+ | SH |
| SPY | SPDR S&P 500 Index | 18K | $1M+ | SH |
| PM | Philip Morris Intl Inc | 75K | $1M+ | SH |
| EPD | Enterprise Prd Prtnrs Lp | 360K | $1M+ | SH |
| NVDA | Nvidia Corp | 51K | $1M+ | SH |
| VIG | Vanguard Dividend Appreciation | 43K | $1M+ | SH |
| GOOGL | Alphabet Inc. Class A | 28K | $1M+ | SH |
| IVW | Ishares S&P 500 Growth | 60K | $1M+ | SH |
| EEM | iShares MSCI Emrg Mkt Fd | 122K | $1M+ | SH |
| APH | Amphenol Corp Cl A | 42K | $1M+ | SH |
| V | Visa Inc | 15K | $1M+ | SH |
| FRFHF | Fairfax Financial Hldgs Ltd Sub Vtg | 3K | $1M+ | SH |
| MO | Altria Group Inc | 88K | $1M+ | SH |
| XLK | Sector Spdr Tech Select | 33K | $1M+ | SH |
| IJJ | Ishares S&P Midcap | 38K | $1M+ | SH |
| IVE | Ishares S&P 500 Value | 19K | $1M+ | SH |
| XOM | Exxon Mobil Corporation | 33K | $1M+ | SH |
| OEF | iShares S&P 100 | 12K | $1M+ | SH |
| SPHQ | Invesco S&P 500 Quality ETF | 52K | $1M+ | SH |
| SCHW | The Charles Schwab Corp | 38K | $1M+ | SH |