Heritage Wealth Advisors has recently filed its quarterly 13F report, detailing its holdings as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategies and positions within the wealth management industry.

According to the filing, Heritage Wealth Advisors reported total holdings valued at approximately $2.78 billion. The firm has made substantial investments in a variety of sectors, including technology, healthcare, and consumer goods. Notable investments include major companies such as Amazon, Apple, and Alphabet, indicating a diversified portfolio aimed at maximizing returns for its clients.

Background

Heritage Wealth Advisors, based in Richmond, Virginia, is a wealth management firm that specializes in providing investment advisory services. The firm is registered with the SEC and operates under the Central Index Key (CIK) 0001591122. The firm has been active in filing various reports, including multiple 13F-HR forms, with the latest submission dated November 9, 2026.

What the Filing Says

The 13F filing reveals that Heritage Wealth Advisors holds a total of 203 different securities. The report indicates a total value of $2,782,552,168 in assets under management. The filing states, "The report type is 13F HOLDINGS REPORT," which signifies the firm's compliance with SEC regulations regarding institutional investment managers.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors within the wealth management industry. Clients can gain insights into the firm’s investment strategies, while competitors may analyze the holdings to gauge market trends and investment opportunities. The data reflects Heritage Wealth Advisors' approach to managing client assets and responding to market conditions.

What's Next

The filing does not specify what happens next for Heritage Wealth Advisors. However, it is expected that the firm will continue to monitor its investments and adjust its portfolio as market conditions evolve.

Source: SEC filing accession number 0001591122-26-000010