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Ryan Gibbs

Heritage Wealth Management, Inc. Ca

Assets Managed
$181.296M
Holdings
93
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
15.18%(2Q avg: 10.31%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Heritage Wealth Management, Inc. Ca's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Heritage Wealth Management, Inc. Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 181.296M in assets, with a quarterly growth rate of 15.18% and a 2-quarter average growth rate of 10.31%. The portfolio is managed by Ryan Gibbs, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 4.14%
10.02%
$18.151M
225,171 shares@ $80.61 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 183.36%
8.09%
$14.663M
145,669 shares@ $100.66 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 85.24%
7.52%
$13.629M
232,809 shares@ $58.55 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 7.13%
6.1%
$11.051M
379,371 shares@ $29.13 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.24%
3.73%
$6.76M
26,637 shares@ $253.79 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 30.45%
3.3%
$5.975M
81,140 shares@ $73.65 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 5.39%
2.97%
$5.368M
215,482 shares@ $24.91 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -2.5%
2.76%
$4.988M
128,370 shares@ $38.86 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.12%
2.54%
$4.588M
14,822 shares@ $309.51 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -0.13%
2.35%
$4.251M
29,063 shares@ $146.29 avg price

1-10 of 93