Sign In
test

Tina Leiter

Heritage Wealth Advisors

Assets Managed
$2.56B
Holdings
692
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-2.24%(2Q avg: 6.18%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Heritage Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 692 positions.

Assets under management

The assets under management (AUM) of Heritage Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.56B in assets, with a quarterly growth rate of -2.24% and a 2-quarter average growth rate of 6.18%. The portfolio is managed by Tina Leiter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.38%
17.31%
$442.945M
678,104 shares@ $653.22 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 8884.84%
13.78%
$352.546M
4.689M shares@ $75.19 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 7.97%
10.92%
$279.41M
3.086M shares@ $90.54 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Decreased -6.69%
6.64%
$169.915M
4.794M shares@ $35.44 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Increased 1.08%
3.11%
$79.497M
545,471 shares@ $145.75 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 11.88%
2.74%
$69.954M
1.003M shares@ $69.75 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -31.59%
2.68%
$68.416M
238,500 shares@ $286.87 avg price
AAPL
Apple Inc
Recent Activity
Decreased -10.67%
2.42%
$61.842M
243,674 shares@ $253.79 avg price
RTX
Rtx Corp
Recent Activity
Decreased -29.08%
2.42%
$61.746M
320,092 shares@ $192.91 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -25.68%
2.38%
$60.879M
249,057 shares@ $244.44 avg price

1-10 of 692