Heritage Wealth Management, Inc. /ca/
Heritage Wealth Management, Inc. is a registered investment advisory firm founded in 2021 and headquartered in San Diego, California. The firm offers fee-only services including financial planning, portfolio management for individuals, small businesses, institutional clients, and pension consulting. Their team combines expertise in tax, real estate, private equity, and financial advisement and serves a diverse group of clients, such as individuals, high net worth individuals, families, businesses, and charitable organizations. The firm emphasizes a fiduciary, conflict-free approach and educational initiatives such as seminars and workshops. They employ approximately 9 people.
Investment Strategy
Heritage Wealth Management, Inc. operates as a fee-only fiduciary, offering clients personalized portfolio management focused on preserving and growing wealth through smart, risk-adjusted investments. Their strategy covers a broad range of asset classes, including traditional stocks and bonds, as well as real estate and private equity, and leverages the diverse expertise of their team. The firm eschews commission-based conflicts of interest, prioritizing each client's unique objectives with custom financial planning and periodic educational support.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVLV | AMERICAN CENTY ETF TR | 9.39% | $14.1M | 206,497 | $59.00 | $68.21 | +$1.3M |
S SCHG | SCHWAB STRATEGIC TR | 7.60% | $11.4M | 390,296 | $21.91 | $29.21 | +$2.8M |
V VGSH | VANGUARD SCOTTSDALE FDS | 4.63% | $6.9M | 118,125 | $58.33 | $58.78 | +$821.2K |
A AAPL | APPLE INC | 4.04% | $6.1M | 29,514 | $198.70 | $205.17 | -$649.4K |
S SCHR | SCHWAB STRATEGIC TR | 3.46% | $5.2M | 207,045 | $24.76 | $25.03 | +$273.0K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Call | $18.0M | 292 | $617.85 | $486.05 | +9 | +$2.2M |