CIK 1752035
Heritage Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
126
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | 6K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| DXJ | WISDOMTREE TR | 5K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| IUSG | ISHARES TR | 4K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| ES | EVERSOURCE ENERGY | 9K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| IGOV | ISHARES TR | 14K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| MFC | MANULIFE FINL CORP | 15K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 702 | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 919 | $500K+ | SH |
| IEFA | ISHARES TR | 6K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 6K | $100K–$500K | SH |
| MUB | ISHARES TR | 5K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 4K | $100K–$500K | SH |
| META | META PLATFORMS INC | 718 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR | 11K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 689 | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 5K | $100K–$500K | SH |
| AIRJ | AIRJOULE TECHNOLOGIES CORP | 98K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| SPTI | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 5K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| ISHG | ISHARES TR | 4K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| PSTG | PURE STORAGE INC | 5K | $100K–$500K | SH |
| GE | GE AEROSPACE | 978 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |