Heritage Wealth Management, Inc./Texas - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Heritage Wealth Management, Inc./Texas held in its portfolio 38 assets valued at $230,429,390 (i.e. $230.43M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($65.50M), DIMENSIONAL ETF TRUST ($31.48M), and DIMENSIONAL ETF TRUST ($29.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Heritage Wealth Management, Inc./Texas - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 883122 | 65501462 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 675745 | 31482962 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 427125 | 29758147 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 607052 | 23134743 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 301280 | 12822863 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 329481 | 12530635 | US HIGH PROFITAB |
| ISHARES TR | 90664 | 9711051 | NATIONAL MUN ETF |
| ISHARES TR | 82948 | 8326167 | 0-3 MNTH TREASRY |
| VANGUARD INDEX FDS | 92128 | 8153269 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 211908 | 6901571 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 115498 | 3780227 | WORLD EX US CORE |
| ISHARES TR | 21096 | 2535442 | CORE S&P SCP ETF |
| ISHARES TR | 35351 | 2333213 | CORE S&P MCP ETF |
| APPLE INC | 6019 | 1636347 | COM |
| DIMENSIONAL ETF TRUST | 30654 | 1529693 | INTERNATNAL VAL |
| EXXON MOBIL CORP | 9686 | 1165597 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1788 | 898738 | CL B NEW |
| TARGA RES CORP | 4799 | 885413 | COM |
| ISHARES TR | 1006 | 689273 | CORE S&P500 ETF |
| S&P GLOBAL INC | 1114 | 582165 | COM |
| MICROSOFT CORP | 1112 | 537638 | COM |
| WISDOMTREE TR | 5898 | 519539 | US LARGECAP DIVD |
| BROADCOM INC | 1452 | 502670 | COM |
| JPMORGAN CHASE & CO. | 1474 | 475067 | COM |
| SLB LIMITED | 12171 | 467112 | COM STK |
| CHEVRON CORP NEW | 3040 | 463404 | COM |
| DIMENSIONAL ETF TRUST | 8329 | 389837 | US CORE EQT MKT |
| ISHARES TR | 3214 | 329608 | CORE S&P US VLU |
| ISHARES TR | 3426 | 306497 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 890 | 298177 | TOTAL STK MKT |
| ISHARES U S ETF TR | 5808 | 292278 | SHORT MATURITY M |
| ABBVIE INC | 1105 | 252481 | COM |
| ISHARES TR | 3501 | 243056 | CORE DIV GRWTH |
| DIMENSIONAL ETF TRUST | 10134 | 232067 | US REAL ESTATE E |
| VANGUARD INDEX FDS | 814 | 209971 | SMALL CP ETF |
| VANGUARD SPECIALIZED FUNDS | 950 | 208826 | DIV APP ETF |
| JOHNSON & JOHNSON | 991 | 205088 | COM |
| BLACKROCK ENHANCED EQUITY DI | 14462 | 137096 | COM |
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