Heritage Wealth Advisors has filed its Form 13F-HR, disclosing the equity securities held by the firm as of the close of business on September 30, 2026. The filing lists a total of 203 individual positions held by the firm.
The largest position disclosed in the portfolio is Walmart Inc., for which the firm holds 38,518,733 shares. Other notable holdings include Union Pacific Corporation with 34,570,487 shares, Williams Companies with 21,173,987 shares, and ConocoPhillips with 46,608,189 shares.
The filing also details a significant number of exchange-traded funds (ETFs) within the portfolio. Major holdings include the Vanguard S&P 500 ETF Shares (25,511,264 shares), the IShares Core S&P 500 ETF (539,770,867 shares), and the IShares Core MSCI EAFE ETF (331,993,453 shares). Individual stock positions include Apple Inc. (78,298,823 shares) and Microsoft Corporation (86,633,238 shares).
The report was signed by John G. Jordan, III, who serves as the Chief Compliance Officer, Chief Investment Officer, and Managing Director for the firm.
