Heritage Wealth Advisors ETF holdings
Richmond, VA
Reported $1.7B in 152 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.7B
ETFs held
152
Change from prior quarter
+23.8%
With price moves
ETFs as a share of its 13F
60.0%
of $2.9B
Top 10 of 152 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $563.2M | 752,076 | +73,972 shares |
| SPHQ | Invesco S&P 500 Quality ETF | $448.6M | 4,978,794 | +290,060 shares |
| IEFA | iShares Core MSCI EAFE ETF | $342.3M | 3,543,932 | +457,557 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $96.1M | 1,159,805 | +156,884 shares |
| IWS | iShares Russell Mid-Cap Value ETF | $88.0M | 534,456 | −11,015 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $40.1M | 244,091 | −13,721 shares |
| VT | Vanguard Total World Stock ETF | $25.8M | 164,556 | −225 shares |
| VOO | Vanguard S&P 500 ETF | $25.6M | 37,206 | −411 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $23.5M | 308,971 | No change |
| SPY | State Street SPDR S&P 500 ETF Trust | $13.1M | 17,513 | +351 shares |
142 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001591122. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Heritage Wealth Advisors own?
Heritage Wealth Advisors reported 152 ETF positions worth $1.7B in its Form 13F for June 30, 2026. The largest was IVV, at $563.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.