CIK 2019316
Heritage Family Offices, LLP
Institutional 13F holdings & portfolio
Holdings
202
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SMMD | ISHARES TR | 225K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 340K | $1M+ | SH |
| EFA | ISHARES TR | 108K | $1M+ | SH |
| USHY | ISHARES TR | 238K | $1M+ | SH |
| IVV | ISHARES TR | 10K | $1M+ | SH |
| AGG | ISHARES TR | 70K | $1M+ | SH |
| AAPL | APPLE INC | 17K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| EMB | ISHARES TR | 46K | $1M+ | SH |
| XPEL | XPEL INC | 82K | $1M+ | SH |
| IEFA | ISHARES TR | 34K | $1M+ | SH |
| AVGO | BROADCOM INC | 9K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 33K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 21K | $1M+ | SH |
| KLAC | KLA CORP | 2K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 31K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| IWM | ISHARES TR | 10K | $1M+ | SH |
| RTX | RTX CORPORATION | 12K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 42K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 20K | $1M+ | SH |
| ABBV | ABBVIE INC | 9K | $1M+ | SH |
| ETN | EATON CORP PLC | 6K | $1M+ | SH |
| LOW | LOWES COS INC | 8K | $1M+ | SH |
| IEMG | ISHARES INC | 28K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 12K | $1M+ | SH |
| NDAQ | NASDAQ INC | 19K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 14K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 13K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 8K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 6K | $1M+ | SH |
| ABT | ABBOTT LABS | 13K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 9K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 9K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 5K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 57K | $1M+ | SH |
| SHYG | ISHARES TR | 30K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 24K | $1M+ | SH |
| STT | STATE STR CORP | 9K | $1M+ | SH |
| MCO | MOODYS CORP | 2K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 3K | $1M+ | SH |
| BA | BOEING CO | 5K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| ALLE | ALLEGION PLC | 7K | $1M+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 13K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 17K | $1M+ | SH |