Heritage Wealth Advisors
Heritage Wealth Advisors is an SEC registered investment adviser offering investment advisory and consulting services to high net worth individuals, families, trusts, estates, and institutions. They provide personalized financial strategies and focus on empowering the next generation through continued education and stewardship.
Investment Strategy
Heritage offers independent investment strategies based on clients' time horizon, risk tolerance, cash flow needs, and other personal preferences, with a fee-only basis.
Latest 13F Filing Activity
Heritage Wealth Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 556 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares Core Msci Eafe, Ishares S&P 500 Index, Microsoft Corp. among other positions. Heritage Wealth Advisors reduced exposure to Ishares Core S&P Total Us Stock MKT, Berkshire Hathaway CL B, Pepsico Incorporated among others.
Top Holdings
Equity Positions (556)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | IShares S&P 500 Index | 19.38% | $408.0M | 657,131 | $359.75 | $620.90 | +$34.5M |
I IEFA | iShares Core MSCI EAFE | 9.80% | $206.3M | 2,470,819 | $71.68 | $83.48 | +$75.8M |
M MSFT | Microsoft Corp | 3.88% | $81.8M | 164,411 | $198.77 | $497.41 | +$20.3M |
R RTX | Raytheon Technologies Ord | 3.28% | $69.1M | 473,306 | $82.87 | $146.02 | +$6.1M |
I IWS | iShares Russell Midcap Value | 3.23% | $68.1M | 515,391 | $101.65 | $132.14 | +$3.5M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
D Dennis Song | Portfolio Manager | Peoria, AZ , United States | |
 | Portfolio Manager | Pittsburgh, PA , United States | |
 | Senior Investment Analyst | Wexford, PA , United States |
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