Institutional Holdings Report
Heritage Wealth Management, Inc. is an institutional investment manager based in CINCINNATI, OH reporting approximately $400.8M in 13(f) securities across 272 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.