Heritage Wealth Advisors
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$2.6B
Holdings
676
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
IShares S&P 500 Index
Q4 2025: New position (5.2k shares)
17.3%
02
$SPHQ
Invesco S&P 500 Quality ETF
Held since at least Q1 2024
13.8%
03
$IEFA
iShares Core MSCI EAFE
Held since at least Q1 2024
10.9%
04
$PHYS
Sprott Physical Gold Trust Unit
Held since at least Q1 2024
6.6%
05
$IWS
iShares Russell Midcap Value
Held since at least Q1 2024
3.1%
06
$IEMG
iShares Core MSCI Emerging Markets ETF
Held since at least Q1 2024
2.7%
07
$GOOG
Alphabet Inc. Class C
Q4 2025: New position (1.37M shares)
2.7%
08
$AAPL
Apple Computer Inc
Q1 2026: Increased +32.6% (2.28M → 3.02M shares)
2.4%
09
$RTX
Raytheon Technologies Ord
Q1 2026: Increased +304.9% (114.9k → 465.1k shares)
2.4%
10
$JNJ
Johnson & Johnson
Q1 2026: Increased +176.8% (103.4k → 286.2k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.