HERITAGE WEALTH MANAGEMENT, INC. /CA/
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 43K | $803.57K |
 | PLTR | 29K | $4.25M |
 | AAPL | 27K | $6.76M |
 | INTC | 17K | $742.81K |
 | HIMS | 16K | $334.46K |
 | AVGO | 15K | $4.59M |
 | DFTX | 14K | $271.69K |
 | WMT | 12K | $1.45M |
 | NVDA | 11K | $1.93M |
 | NU | 10K | $144.09K |
 | AMCR | 7K | $266.84K |
 | AMZN | 6K | $1.26M |
 | GOOGL | 6K | $1.70M |
 | CSCO | 6K | $454.56K |
 | HAL | 5K | $201.73K |
 | QCOM | 5K | $630.88K |
 | MSFT | 5K | $1.81M |
 | SBUX | 4K | $325.84K |
 | ORCL | 4K | $529.72K |
 | XOM | 3K | $537.48K |
Coupang, Inc.
CPNG
Shares Held
43K
Value
$803.57K
Palantir Technologies Inc.
PLTR
Shares Held
29K
Value
$4.25M
Apple Inc.
AAPL
Shares Held
27K
Value
$6.76M
Intel Corp.
INTC
Shares Held
17K
Value
$742.81K
Hims & Hers Health, Inc.
HIMS
Shares Held
16K
Value
$334.46K
Broadcom Inc.
AVGO
Shares Held
15K
Value
$4.59M
Definium Therapeutics, Inc.
DFTX
Shares Held
14K
Value
$271.69K
Walmart Inc.
WMT
Shares Held
12K
Value
$1.45M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.93M
Nu Holdings Ltd.
NU
Shares Held
10K
Value
$144.09K
Amcor plc
AMCR
Shares Held
7K
Value
$266.84K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.26M
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.70M
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$454.56K
Halliburton Company
HAL
Shares Held
5K
Value
$201.73K
QUALCOMM Incorporated
QCOM
Shares Held
5K
Value
$630.88K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.81M
Starbucks Corporation
SBUX
Shares Held
4K
Value
$325.84K
Oracle Corporation
ORCL
Shares Held
4K
Value
$529.72K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$537.48K