Institutions / Heritage Family Offices, LLP
Heritage Family Offices, LLP
CIK 2019316 · Institution · as of Dec 31, 2025
Portfolio value
$220.04M
Positions
202
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 202 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $16.85M | 7.7% |
| SPDR Index Shs Fds | $15.91M | 7.2% |
| iShares Tr | $10.38M | 4.7% |
| iShares Tr | $8.89M | 4.0% |
| iShares Tr | $7.00M | 3.2% |
| iShares Tr | $6.99M | 3.2% |
| Apple Inc. | $4.52M | 2.1% |
| Microsoft Corp | $4.45M | 2.0% |
| iShares Tr | $4.44M | 2.0% |
| XPEL Inc | $4.08M | 1.9% |
| iShares Tr | $3.08M | 1.4% |
| Broadcom Inc. | $3.07M | 1.4% |
| Wells Fargo & COMPANY/MN | $3.06M | 1.4% |
| Amphenol Corp /De | $2.78M | 1.3% |
| Kla Corp | $2.72M | 1.2% |
| SPDR Series Trust | $2.48M | 1.1% |
| Vanguard Index Fds | $2.37M | 1.1% |
| iShares Tr | $2.34M | 1.1% |
| RTX Corp | $2.21M | 1.0% |
| iShares Bitcoin Trust ETF | $2.10M | 1.0% |
| Wec Energy Group, Inc. | $2.09M | 0.9% |
| AbbVie Inc. | $2.04M | 0.9% |
| Eaton Corp plc | $2.01M | 0.9% |
| Lowes Companies Inc | $1.94M | 0.9% |
| iShares Inc | $1.91M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.