Managers / Q2 2019 · view latest →
Heritage Wealth Advisors
CIK 0001591122 · 919 E MAIN STREET, SUITE 950, RICHMOND, VA, 23219 · 8046434080
Reported Value
$652.3B
Q2 2019
Positions
450
Filings on Record
41
2019–present window
Filed
Aug 5, 2019
original filing
Summary
Heritage Wealth Advisors reported $652.3B in U.S.-listed holdings across 450 positions for Q2 2019.
The portfolio is heavily concentrated: IVV alone accounts for 28.2% of reported value.
Compared with Q1 2019, the fund opened 58 new positions and exited 59.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.6B | 692 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.6B | 609 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.3B | 600 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.1B | 590 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.0B | 593 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.0B | 639 | Feb 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.1B | 636 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.2B | 531 | Aug 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.2B | 551 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.0B | 727 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.8B | 536 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.9B | 574 | Aug 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.8B | 584 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.73T | 573 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.4B | 542 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.4B | 587 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.8B | 557 | May 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.82T | 561 | Feb 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.63T | 541 | Nov 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.62T | 572 | Aug 9, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2021 | $1.66T | 573 | Apr 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.6B | 563 | Feb 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $774.7B | 471 | Nov 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $714.8B | 440 | Jul 17, 2020 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2020 | $558.0B | 445 | May 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $757.2B | 715 | Feb 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $679M | 442 | Oct 30, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $652.3B | 450 | Aug 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $608.6B | 451 | May 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $512M | 416 | Jan 28, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.