# EDGAR Filing Document

**Accession Number:** 0001963794
**File Stem:** 0001963794-23-000001
**Filing Date:** 2023-2
**Character Count:** 8828
**Document Hash:** be8c75de8703642947bfbcb5bc179097
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001963794-23-000001.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001963794-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Heritage Wealth Partners, LLC
- **CENTRAL INDEX KEY:** 0001963794
- **IRS NUMBER:** 260662798
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22888
- **FILM NUMBER:** 23609766

**BUSINESS ADDRESS:**
- **STREET 1:** 6215 EMERALD PARKWAY
- **STREET 2:** UNIT 1
- **CITY:** DUBLIN
- **STATE:** OH
- **ZIP:** 43016
- **BUSINESS PHONE:** 6143894206

**MAIL ADDRESS:**
- **STREET 1:** 6215 EMERALD PARKWAY
- **STREET 2:** UNIT 1
- **CITY:** DUBLIN
- **STATE:** OH
- **ZIP:** 43016

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Heritage Wealth Partners LLC<br>**Address:** 6215 EMERALD PARKWAY<br>UNIT 1<br>DUBLIN, OH 43016

**Form 13F File Number:** 028-22888

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Matthew Sands<br>**Title:** Chief Compliance Officer<br>**Phone:** (614) 975-9158

**Signature, Place, and Date of Signing:**

MATTHEW SANDS  DUBLIN, OH  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 51

**Form 13F Information Table Value Total:** $108965000

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| HEALTHIER CHOICES MGMT CORP COM | COM | 42226N109 |  | 0 | 10000 | SH |  | SOLE |  | 0 | 0 | 0 |
| NOUVEAU LIFE PHARMAS INC COM | COM | 66979K103 |  | 0 | 20000 | SH |  | SOLE |  | 0 | 0 | 0 |
| TELLURIAN INC COM | COM | 87968A104 |  | 83000 | 29416 | SH |  | SOLE |  | 0 | 0 | 0 |
| COSTCO WHOLESALE CORP COM | COM | 22160K105 |  | 209000 | 408 | SH |  | SOLE |  | 0 | 0 | 0 |
| ELEVANCE HEALTH INC COM | COM | 036752103 |  | 210000 | 402 | SH |  | SOLE |  | 0 | 0 | 0 |
| PIMCO ETF TRUST | 25YR+ ZERO U S ETF | 72201R882 |  | 210000 | 2458 | SH |  | SOLE |  | 0 | 0 | 0 |
| TESLA INC COM | COM | 88160R101 |  | 212000 | 1112 | SH |  | SOLE |  | 0 | 0 | 0 |
| BOEING CO COM | COM | 097023105 |  | 215000 | 1212 | SH |  | SOLE |  | 0 | 0 | 0 |
| META PLATFORMS INC COM CL A | COM CL A | 30303M102 |  | 218000 | 1946 | SH |  | SOLE |  | 0 | 0 | 0 |
| NVIDIA CORP COM | COM | 67066G104 |  | 227000 | 1444 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR UTSER1 S ETF | UTSER1 S ETF | 78467Y107 |  | 246000 | 536 | SH |  | SOLE |  | 0 | 0 | 0 |
| ABBVIE INC COM | COM | 00287Y109 |  | 255000 | 1704 | SH |  | SOLE |  | 0 | 0 | 0 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY ETF | TECHNOLOGY ETF | 81369Y803 |  | 270000 | 2063 | SH |  | SOLE |  | 0 | 0 | 0 |
| CONMED CORP COM | COM | 207410101 |  | 274000 | 3375 | SH |  | SOLE |  | 0 | 0 | 0 |
| AT INC COM | COM | 00206R102 |  | 284000 | 15060 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TRUST CORE S MCP ETF | CORE S MCP ETF | 464287507 |  | 286000 | 1141 | SH |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796YN3 |  | 295000 | 300 | PRN |  | SOLE |  | 0 | 0 | 0 |
| JP MORGAN CHASE  CO COM | COM | 46625H100 |  | 335000 | 2480 | SH |  | SOLE |  | 0 | 0 | 0 |
| LANTHEUS HOLDINGS INC COM | COM | 516544103 |  | 349000 | 5845 | SH |  | SOLE |  | 0 | 0 | 0 |
| CHEVRON CORPORATION COM | COM | 166764100 |  | 353000 | 1945 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPHABET INC COM CL A | COM CL A | 02079K305 |  | 401000 | 4272 | SH |  | SOLE |  | 0 | 0 | 0 |
| BERKSHIRE HATHAWAY INC COM CL B | COM CL B | 084670702 |  | 455000 | 1500 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPHABET INC COM CL C | COM CL C | 02079K107 |  | 533000 | 5660 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | BLOOMBERG 1-3 MONTH T-BILL ETF | 78468R663 |  | 657000 | 7177 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR S ETF TRUST TR UNIT ETF | TR UNIT ETF | 78462F103 |  | 673000 | 1706 | SH |  | SOLE |  | 0 | 0 | 0 |
| ROCKWELL AUTOMATION INC COM | COM | 773903109 |  | 817000 | 3076 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESCO QQQ TRUST UNIT SER 1 ETF | UNIT SER 1 ETF | 46090E103 |  | 849000 | 3001 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TRUST SHRT NAT MUN ETF | SHRT NAT MUN ETF | 464288158 |  | 950000 | 9190 | SH |  | SOLE |  | 0 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | COM | 91324P102 |  | 991000 | 1821 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMAZON COM INC COM | COM | 023135106 |  | 1013000 | 10479 | SH |  | SOLE |  | 0 | 0 | 0 |
| EXXON MOBIL CORPORATION COM | COM | 30231G102 |  | 1050000 | 9504 | SH |  | SOLE |  | 0 | 0 | 0 |
| MICROSOFT CORP COM | COM | 594918104 |  | 1611000 | 6630 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TRUST SHORT TREAS BD ETF | SHORT TREAS BD ETF | 464288679 |  | 1640000 | 14922 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TRUST US HOME CONS ETF | US HOME CONS ETF | 464288752 |  | 1642000 | 27353 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD EXTENDED DUR ETF | EXTENDED DUR ETF | 921910709 |  | 1843000 | 22841 | SH |  | SOLE |  | 0 | 0 | 0 |
| APPLE INC COM | COM | 037833100 |  | 2708000 | 18438 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TRUST 7-10 YEAR TREASURY BOND ETF | 7-10 YEAR TREASURY BOND ETF | 464287440 |  | 3480000 | 36198 | SH |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796YV5 |  | 4901000 | 5000 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796S34 |  | 4961000 | 5000 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796ZH5 |  | 4974000 | 5000 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796YZ6 |  | 4982000 | 5000 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796X95 |  | 5272000 | 5300 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796ZE2 |  | 5870000 | 6000 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796XZ7 |  | 6436000 | 6500 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796XT1 |  | 6938000 | 7000 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796YR4 |  | 6995000 | 7000 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796YW3 |  | 7834000 | 8000 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796ZJ1 |  | 7953000 | 8000 | PRN |  | SOLE |  | 0 | 0 | 0 |
| UNITED STATES TREASURY BILLS BILL | BILL | 912796YQ6 |  | 7999000 | 8000 | PRN |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TRUST CORE S ETF | CORE S ETF | 464287200 |  | 8006000 | 20200 | SH |  | SOLE |  | 0 | 0 | 0 |

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