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 51–100 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VMC | VULCAN MATLS CO | 4K | $1M+ | SH |
| IUSB | ISHARES TR | 22K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 12K | $1M+ | SH |
| CLOA | BLACKROCK ETF TRUST II | 18K | $500K+ | SH |
| HD | HOME DEPOT INC | 3K | $500K+ | SH |
| SONY | SONY GROUP CORP | 36K | $500K+ | SH |
| JAAA | JANUS DETROIT STR TR | 18K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| EFV | ISHARES TR | 13K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 15K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 11K | $500K+ | SH |
| HYBB | ISHARES TR | 17K | $500K+ | SH |
| ASML | ASML HOLDING N V | 758 | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 5K | $500K+ | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 4K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 8K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| SU | SUNCOR ENERGY INC NEW | 16K | $500K+ | SH |
| HLN | HALEON PLC | 71K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 7K | $500K+ | SH |
| NVS | NOVARTIS AG | 5K | $500K+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 11K | $500K+ | SH |
| LPLA | LPL FINL HLDGS INC | 2K | $500K+ | SH |
| RELX | RELX PLC | 17K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 3K | $500K+ | SH |
| BYLD | ISHARES TR | 28K | $500K+ | SH |
| MBB | ISHARES TR | 7K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| EQX | EQUINOX GOLD CORP | 42K | $500K+ | SH |
| WRB | BERKLEY W R CORP | 8K | $500K+ | SH |
| QUAL | ISHARES TR | 3K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 1K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 7K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| ESGU | ISHARES TR | 3K | $500K+ | SH |
| DB | DEUTSCHE BANK A G | 13K | $500K+ | SH |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 11K | $500K+ | SH |
| COO | COOPER COS INC | 6K | $500K+ | SH |
| ROL | ROLLINS INC | 8K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |