Heritage Wealth Management, Inc./Texas

RIA/Wealth

Heritage Wealth Management, Inc./Texas is a RIA/Wealth based in Medford, MA led by Stephen Jeffrey Coplon, managing $226.8M across 39 long positions as of Q3 2025 with 96% ETF concentration, 90% concentrated in top 10 holdings, and 29% allocation to DFUS.

PresidentStephen Jeffrey Coplon

Portfolio Value: $226.8M
Positions: 39
Top Holding: DFUS at 28.6%
Last Reported: Q3 2025

Address0 Governors Avenue, Suite 34, Medford, MA, 02155, United States

Top Holdings

Largest long holdings in Heritage Wealth Management, Inc./Texas's portfolio (90.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Equity DFUS	ETF ETF	$64.9M	28.60%	+$921.4K Bought	— 895.5K shares	Q4 2022 Held for 2y 11m
2 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$30.3M	13.38%	+$246.0K Bought	— 678.9K shares	Q4 2022 Held for 2y 11m
3 Dimensional U.S. Small Cap DFAS	ETF ETF	$28.5M	12.56%	+$492.7K Bought	— 416.0K shares	Q4 2022 Held for 2y 11m
4 Dimensional International Core Equity Market DFAI	ETF ETF	$22.0M	9.69%	+$8.1M Bought	— 604.9K shares	Q4 2022 Held for 2y 11m
5 iShares National Muni Bond MUB	ETF ETF	$12.4M	5.46%	-$789.1K Sold	— 116.4K shares	Q2 2025 Held for 5 months
6 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$12.2M	5.38%	+$814.8K Bought	— 285.4K shares	Q4 2023 Held for 1y 11m
7 Dimensional US High Profitability DUHP	ETF ETF	$11.9M	5.24%	+$545.6K Bought	— 314.5K shares	Q1 2025 Held for 8 months
8 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$7.7M	3.41%	+$546.8K Bought	— 76.8K shares	Q4 2022 Held for 2y 11m
9 Vanguard Real Estate VNQ	ETF ETF	$7.5M	3.29%	+$156.6K Bought	— 81.6K shares	Q4 2022 Held for 2y 11m
10 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$6.9M	3.05%	+$2.2M Bought	— 219.3K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Heritage Wealth Management, Inc./Texas's latest filing

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Market Value

$226.8M

Prior: $201.3M

Q/Q Change

+12.65%

+$25.5M

Net Flows % of MV

+5.89%

Turnover Ratio

3.88%

New Purchases

5 stocks

$1.1M

Added To

16 stocks

+$14.3M

Sold Out Of

1 stocks

$205.4K

Reduced Holdings

12 stocks

-$1.9M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Total Stock Market VTI	New	0 → 936.0 +$307.0K
2 BlackRock Short Maturity Municipal Bond MEAR	New	0 → 5.8K +$293.4K
3 Vanguard Small-Cap ETF VB	New	0 → 814.0 +$207.0K
4 Vanguard Dividend Appreciation VIG	New	0 → 950.0 +$205.0K
5 BDJ BlackRock Enhanced Equity Dividend Trust BDJ	New	0 → 14.0K +$127.6K

Decreased Positions

Position	Shares Δ	Change
1 Procter & Gamble PG	Sold	1.3K → 0 −$205.4K
2 Schlumberger SLB	-23.96%	14.8K → 11.3K −$122.2K
3 Targa Resources TRGP	-19.51%	6.0K → 4.8K −$194.8K
4 Dimensional US Real Estate DFAR	-14.92%	12.2K → 10.4K −$43.4K
5 WisdomTree U.S. LargeCap Dividend DLN	-10.67%	7.2K → 6.5K −$67.3K