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 101–150 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NDSN | NORDSON CORP | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 6K | $100K–$500K | SH |
| JKHY | HENRY JACK & ASSOC INC | 2K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |
| EFX | EQUIFAX INC | 2K | $100K–$500K | SH |
| DYNF | BLACKROCK ETF TRUST | 7K | $100K–$500K | SH |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 4K | $100K–$500K | SH |
| ULS | UL SOLUTIONS INC | 5K | $100K–$500K | SH |
| AEIS | ADVANCED ENERGY INDS | 2K | $100K–$500K | SH |
| BSY | BENTLEY SYS INC | 11K | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 8K | $100K–$500K | SH |
| ESE | ESCO TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 624 | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| NPO | ENPRO INC | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| KALU | KAISER ALUMINUM CORP | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 798 | $100K–$500K | SH |
| OLED | UNIVERSAL DISPLAY CORP | 3K | $100K–$500K | SH |
| LII | LENNOX INTL INC | 726 | $100K–$500K | SH |
| TTAN | SERVICETITAN INC | 3K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 3K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 4K | $100K–$500K | SH |
| MC | MOELIS & CO | 5K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| META | META PLATFORMS INC | 490 | $100K–$500K | SH |
| EFG | ISHARES TR | 3K | $100K–$500K | SH |
| GOVT | ISHARES TR | 14K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| CLOI | VANECK ETF TRUST | 6K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| SBCF | SEACOAST BKG CORP FLA | 10K | $100K–$500K | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 9K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| SAIA | SAIA INC | 928 | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 436 | $100K–$500K | SH |
| POOL | POOL CORP | 1K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| IUSV | ISHARES TR | 3K | $100K–$500K | SH |
| WSO | WATSCO INC | 861 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 600 | $100K–$500K | SH |
| SIGI | SELECTIVE INS GROUP INC | 3K | $100K–$500K | SH |