Heritage Wealth Management, Inc./Texas
Heritage Wealth Management, Inc./Texas reported 44 holdings worth US$260M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Heritage Wealth Management, Inc./Texas reported 44 holdings worth US$260M as of Jun 30, 2026. Largest: Apple Inc, Targa Resources, Inc. and Exxon Mobil Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$260M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,475 | US$1.58M | 0.61% |
| Targa Resources, Inc. | 4,799 | US$1.29M | 0.50% |
| Exxon Mobil Corporation | 9,141 | US$1.25M | 0.48% |
| Berkshire Hathaway Inc. | 1,788 | US$895K | 0.34% |
| Pfizer, Inc. | 23,597 | US$568K | 0.22% |
| Broadcom Inc. | 1,452 | US$549K | 0.21% |
| Chevron Corporation | 2,641 | US$438K | 0.17% |
| Microsoft Corp. | 1,166 | US$435K | 0.17% |
| Jp Morgan Chase & Co. | 1,236 | US$405K | 0.16% |
| S&p Global Inc. | 961 | US$391K | 0.15% |
| Abbvie Inc. | 1,108 | US$279K | 0.11% |
| Johnson & Johnson | 992 | US$252K | 0.10% |
| Southern Company (the) | 2,100 | US$201K | 0.08% |
| Paramount Skydance Corporation | 15,000 | US$148K | 0.06% |
| At&t Inc. | 0 | US$0 | 0.00% |