Heritage Family Offices
Latest statistics and disclosures from Heritage Family Offices's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPEM, SMMD, EFA, USHY, AGG, and represent 27.44% of Heritage Family Offices's stock portfolio.
- Added to shares of these 10 stocks: ETN, WEC, APH, IBIT, IBKR, TXN, NDAQ, ULS, TRMB, SBCF.
- Started 28 new stock positions in IYW, VUG, KALU, COHU, BIDU, UEC, GOOGL, DIOD, GS, SBCF.
- Reduced shares in these 10 stocks: IVV, TEL, IEFA, , SPEM, AVGO, ACN, AGG, IEMG, IWM.
- Sold out of its positions in AVNS, BWIN, CRL, ENS, FICO, TLT, XVV, KFRC, NVEE, TER. TTE, UNH.
- Heritage Family Offices was a net seller of stock by $-6.9M.
- Heritage Family Offices has $215M in assets under management (AUM), dropping by 8.67%.
- Central Index Key (CIK): 0002019316
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Portfolio Holdings for Heritage Family Offices
Heritage Family Offices holds 197 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 8.2 | $18M | -7% | 375k | 46.81 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 7.5 | $16M | 219k | 73.73 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 4.6 | $9.9M | -4% | 106k | 93.37 |
|
| Ishares Tr Broad Usd High (USHY) | 4.1 | $8.9M | -6% | 236k | 37.78 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.0 | $6.4M | -13% | 64k | 100.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $6.0M | -32% | 8.9k | 669.31 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 2.2 | $4.6M | -7% | 49k | 95.19 |
|
| Microsoft Corporation (MSFT) | 2.1 | $4.6M | -4% | 8.8k | 517.98 |
|
| Apple (AAPL) | 2.0 | $4.3M | -7% | 17k | 254.63 |
|
| Kla Corp Com New (KLAC) | 1.4 | $3.1M | -10% | 2.8k | 1078.69 |
|
| Amphenol Corp Cl A (APH) | 1.4 | $3.0M | +47% | 25k | 123.75 |
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| Broadcom (AVGO) | 1.4 | $3.0M | -26% | 9.1k | 329.90 |
|
| Eaton Corp SHS (ETN) | 1.3 | $2.8M | NEW | 7.4k | 374.25 |
|
| Xpel (XPEL) | 1.3 | $2.7M | 82k | 33.07 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $2.5M | -37% | 29k | 87.31 |
|
| Wec Energy Group (WEC) | 1.2 | $2.5M | +68% | 22k | 114.59 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $2.4M | -4% | 4.2k | 568.80 |
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| Jacobs Engineering Group (J) | 1.1 | $2.3M | 15k | 149.86 |
|
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| Visa Com Cl A (V) | 1.1 | $2.3M | -3% | 6.7k | 341.40 |
|
| Stryker Corporation (SYK) | 1.0 | $2.2M | 6.1k | 369.66 |
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| Abbvie (ABBV) | 1.0 | $2.2M | 9.5k | 231.54 |
|
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| Arthur J. Gallagher & Co. (AJG) | 1.0 | $2.2M | -12% | 7.0k | 309.73 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $2.1M | 13k | 167.33 |
|
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| Lowe's Companies (LOW) | 1.0 | $2.1M | 8.4k | 251.30 |
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| Intercontinental Exchange (ICE) | 1.0 | $2.1M | -3% | 12k | 168.48 |
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| Abbott Laboratories (ABT) | 0.9 | $1.9M | -2% | 15k | 133.94 |
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| Emerson Electric (EMR) | 0.9 | $1.9M | 15k | 131.18 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.9 | $1.9M | -12% | 24k | 78.34 |
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| Texas Instruments Incorporated (TXN) | 0.9 | $1.9M | +39% | 10k | 183.74 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $1.9M | -26% | 7.7k | 241.96 |
|
| Te Connectivity Ord Shs (TEL) | 0.8 | $1.8M | -46% | 8.3k | 219.52 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.8 | $1.8M | +51% | 28k | 65.00 |
|
| Nasdaq Omx (NDAQ) | 0.8 | $1.8M | +39% | 21k | 88.45 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.6M | -35% | 24k | 65.92 |
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| Analog Devices (ADI) | 0.6 | $1.4M | -3% | 5.6k | 245.68 |
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| McKesson Corporation (MCK) | 0.6 | $1.3M | 1.7k | 772.54 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $1.3M | +15% | 30k | 43.30 |
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| Allegion Ord Shs (ALLE) | 0.6 | $1.3M | +14% | 7.4k | 177.36 |
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| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.6 | $1.3M | +16% | 52k | 25.10 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $1.2M | +14% | 23k | 53.24 |
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| Vulcan Materials Company (VMC) | 0.6 | $1.2M | 3.9k | 307.62 |
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| Moody's Corporation (MCO) | 0.6 | $1.2M | 2.5k | 476.44 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $1.1M | -2% | 48k | 23.47 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.5 | $1.1M | +3% | 39k | 28.79 |
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| Honeywell International (HON) | 0.5 | $1.1M | 5.2k | 210.49 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.1M | 13k | 83.82 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.1M | +5% | 5.8k | 186.58 |
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| Home Depot (HD) | 0.5 | $1.0M | 2.6k | 405.21 |
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| Ishares Tr Core Total Usd (IUSB) | 0.5 | $1.0M | 22k | 46.71 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.0M | -38% | 1.3k | 762.76 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.5 | $975k | -2% | 15k | 67.07 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $972k | 1.0k | 967.65 |
|
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| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.4 | $962k | +14% | 19k | 51.97 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $962k | -2% | 14k | 67.83 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $922k | +14% | 18k | 50.78 |
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| Relx Sponsored Adr (RELX) | 0.4 | $919k | +3% | 19k | 47.76 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.4 | $905k | +2% | 4.4k | 206.91 |
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| Zoetis Cl A (ZTS) | 0.4 | $870k | 5.9k | 146.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $858k | -2% | 1.7k | 502.74 |
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| EOG Resources (EOG) | 0.4 | $842k | 7.5k | 112.12 |
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| Deere & Company (DE) | 0.4 | $831k | 1.8k | 457.28 |
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| Ishares Tr Bb Rat Corp Bd (HYBB) | 0.4 | $823k | +14% | 17k | 47.31 |
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| Aon Shs Cl A (AON) | 0.4 | $823k | 2.3k | 356.57 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $823k | +202% | 12k | 68.81 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $820k | 2.9k | 281.85 |
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| Medtronic SHS (MDT) | 0.4 | $770k | 8.1k | 95.24 |
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| Suncor Energy (SU) | 0.4 | $756k | 18k | 41.81 |
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| Nxp Semiconductors N V (NXPI) | 0.3 | $747k | 3.3k | 227.73 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $740k | 5.8k | 128.24 |
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| Wal-Mart Stores (WMT) | 0.3 | $723k | +9% | 7.0k | 103.06 |
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| Philip Morris International (PM) | 0.3 | $714k | 4.4k | 162.20 |
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| Haleon Spon Ads (HLN) | 0.3 | $705k | -4% | 79k | 8.97 |
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| Lpl Financial Holdings (LPLA) | 0.3 | $705k | -6% | 2.1k | 332.75 |
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| W.R. Berkley Corporation (WRB) | 0.3 | $704k | -10% | 9.2k | 76.62 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $682k | 8.9k | 76.72 |
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| Bentley Sys Com Cl B (BSY) | 0.3 | $677k | -4% | 13k | 51.48 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $657k | -12% | 4.5k | 145.60 |
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| Teledyne Technologies Incorporated (TDY) | 0.3 | $649k | +26% | 1.1k | 586.04 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $649k | 3.0k | 215.79 |
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| Ishares Tr Mbs Etf (MBB) | 0.3 | $625k | +2% | 6.6k | 95.15 |
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| Alcon Ord Shs (ALC) | 0.3 | $612k | -3% | 8.2k | 74.51 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $568k | 6.3k | 89.77 |
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| Universal Display Corporation (OLED) | 0.3 | $554k | +17% | 3.9k | 143.63 |
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| S&p Global (SPGI) | 0.3 | $553k | 1.1k | 486.79 |
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| Equifax (EFX) | 0.3 | $545k | +2% | 2.1k | 256.51 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.3 | $542k | 12k | 47.03 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $541k | -4% | 2.8k | 194.44 |
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| Nice Sponsored Adr (NICE) | 0.2 | $535k | -2% | 3.7k | 144.78 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $531k | -28% | 4.1k | 128.40 |
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| Pool Corporation (POOL) | 0.2 | $529k | +3% | 1.7k | 310.04 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $523k | 3.7k | 140.95 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $514k | -66% | 2.1k | 246.61 |
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| EnPro Industries (NPO) | 0.2 | $506k | +7% | 2.2k | 226.05 |
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| Marriott Intl Cl A (MAR) | 0.2 | $505k | 1.9k | 260.44 |
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| Rollins (ROL) | 0.2 | $502k | 8.5k | 58.74 |
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| Altria (MO) | 0.2 | $497k | 7.5k | 66.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $492k | 2.6k | 189.70 |
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| Lennox International (LII) | 0.2 | $466k | -34% | 881.00 | 529.20 |
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| ESCO Technologies (ESE) | 0.2 | $466k | +5% | 2.2k | 211.11 |
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| Cooper Cos (COO) | 0.2 | $454k | 6.6k | 68.56 |
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| Nordson Corporation (NDSN) | 0.2 | $449k | -3% | 2.0k | 226.91 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $440k | 3.9k | 113.88 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $439k | 6.0k | 73.48 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $435k | +4% | 724.00 | 600.37 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $419k | -3% | 18k | 23.12 |
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| Advanced Energy Industries (AEIS) | 0.2 | $413k | +11% | 2.4k | 170.12 |
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| Watsco, Incorporated (WSO) | 0.2 | $413k | -5% | 1.0k | 404.40 |
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| Ul Solutions Class A Com Shs (ULS) | 0.2 | $412k | NEW | 5.8k | 70.86 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $397k | -5% | 1.3k | 297.16 |
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| Moelis & Co Cl A (MC) | 0.2 | $388k | +10% | 5.4k | 71.31 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $383k | 1.8k | 209.34 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $380k | 6.9k | 55.49 |
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| Trimble Navigation (TRMB) | 0.2 | $365k | NEW | 4.5k | 81.65 |
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| Integer Hldgs (ITGR) | 0.2 | $356k | +4% | 3.4k | 103.33 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $355k | 5.4k | 65.26 |
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| American Healthcare Reit Com Shs (AHR) | 0.2 | $353k | -7% | 8.4k | 42.01 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $341k | 3.3k | 103.07 |
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| Amazon (AMZN) | 0.2 | $340k | -5% | 1.5k | 219.57 |
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| Atlantic Union B (AUB) | 0.2 | $339k | +17% | 9.6k | 35.29 |
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| Addus Homecare Corp (ADUS) | 0.2 | $331k | +16% | 2.8k | 117.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $329k | +8% | 1.6k | 206.53 |
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| Jack Henry & Associates (JKHY) | 0.2 | $327k | -2% | 2.2k | 148.92 |
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| Saia (SAIA) | 0.2 | $326k | +46% | 1.1k | 299.36 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $322k | 1.7k | 189.41 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $320k | 3.4k | 93.25 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $317k | NEW | 10k | 30.43 |
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| Boot Barn Hldgs (BOOT) | 0.1 | $310k | -8% | 1.9k | 165.72 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $309k | -11% | 2.6k | 118.82 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $309k | -2% | 1.7k | 178.73 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $308k | -4% | 5.6k | 55.33 |
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| Selective Insurance (SIGI) | 0.1 | $307k | +5% | 3.8k | 81.07 |
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| Korn Ferry Com New (KFY) | 0.1 | $307k | +6% | 4.4k | 69.98 |
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| Ida (IDA) | 0.1 | $304k | +6% | 2.3k | 132.13 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $303k | 1.0k | 302.35 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $297k | +9% | 5.0k | 59.20 |
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| Monarch Casino & Resort (MCRI) | 0.1 | $294k | -15% | 2.8k | 105.82 |
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| Stewart Information Services Corporation (STC) | 0.1 | $294k | +4% | 4.0k | 73.32 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $294k | 1.4k | 213.73 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $294k | 1.8k | 164.54 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $293k | 2.3k | 129.71 |
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| Hamilton Lane Cl A (HLNE) | 0.1 | $291k | NEW | 2.2k | 134.79 |
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| ICF International (ICFI) | 0.1 | $291k | +33% | 3.1k | 92.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $291k | +4% | 436.00 | 666.18 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $289k | -2% | 2.7k | 108.57 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $289k | -54% | 2.7k | 106.49 |
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| Choice Hotels International (CHH) | 0.1 | $288k | -4% | 2.7k | 106.92 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $283k | 2.8k | 99.95 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $282k | 3.1k | 91.42 |
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| Alamo (ALG) | 0.1 | $281k | +8% | 1.5k | 190.90 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $280k | 2.3k | 120.72 |
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| Marcus & Millichap (MMI) | 0.1 | $279k | +25% | 9.5k | 29.35 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $278k | 600.00 | 463.74 |
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| Kaiser Aluminum Corp Com Par $0.01 (KALU) | 0.1 | $274k | NEW | 3.6k | 77.16 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $273k | 2.4k | 112.75 |
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| Patrick Industries (PATK) | 0.1 | $273k | -26% | 2.6k | 103.43 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $272k | 828.00 | 328.17 |
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| Goldman Sachs (GS) | 0.1 | $271k | NEW | 340.00 | 796.35 |
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| Chesapeake Utilities Corporation (CPK) | 0.1 | $264k | NEW | 2.0k | 134.70 |
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| Acushnet Holdings Corp (GOLF) | 0.1 | $263k | +8% | 3.4k | 78.49 |
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| Thor Industries (THO) | 0.1 | $259k | NEW | 2.5k | 103.69 |
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| Exponent (EXPO) | 0.1 | $252k | +4% | 3.6k | 69.48 |
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| Baidu Spon Adr Rep A (BIDU) | 0.1 | $250k | NEW | 1.9k | 131.77 |
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| Dorman Products (DORM) | 0.1 | $246k | -12% | 1.6k | 155.88 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $246k | NEW | 1.3k | 195.86 |
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| ExlService Holdings (EXLS) | 0.1 | $245k | -2% | 5.6k | 44.03 |
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| Benchmark Electronics (BHE) | 0.1 | $241k | +5% | 6.2k | 38.55 |
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| Siteone Landscape Supply (SITE) | 0.1 | $240k | -2% | 1.9k | 128.80 |
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| Balchem Corporation (BCPC) | 0.1 | $238k | +5% | 1.6k | 150.06 |
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| Ambarella SHS (AMBA) | 0.1 | $237k | NEW | 2.9k | 82.52 |
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| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $233k | +38% | 9.4k | 24.80 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $231k | NEW | 309.00 | 746.63 |
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| Colfax Corp (ENOV) | 0.1 | $231k | +8% | 7.6k | 30.34 |
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| Diodes Incorporated (DIOD) | 0.1 | $228k | NEW | 4.3k | 53.21 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $224k | 32k | 6.91 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $222k | -32% | 474.00 | 468.41 |
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| Blackbaud (BLKB) | 0.1 | $222k | NEW | 3.4k | 64.31 |
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| Chemed Corp Com Stk (CHE) | 0.1 | $220k | -2% | 491.00 | 447.91 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $220k | NEW | 811.00 | 271.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $218k | NEW | 895.00 | 243.10 |
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| UMB Financial Corporation (UMBF) | 0.1 | $217k | -17% | 1.8k | 118.35 |
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| Cohu (COHU) | 0.1 | $217k | NEW | 11k | 20.33 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $213k | NEW | 444.00 | 479.92 |
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| Costco Wholesale Corporation (COST) | 0.1 | $212k | 229.00 | 925.63 |
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| SM Energy (SM) | 0.1 | $210k | NEW | 8.4k | 24.97 |
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| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.1 | $210k | 9.4k | 22.44 |
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| Franklin Electric (FELE) | 0.1 | $209k | NEW | 2.2k | 95.22 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $209k | NEW | 1.0k | 203.59 |
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| Liveramp Holdings (RAMP) | 0.1 | $206k | NEW | 7.6k | 27.14 |
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| Littelfuse (LFUS) | 0.1 | $201k | NEW | 777.00 | 259.00 |
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| Csw Industrials (CSW) | 0.1 | $201k | +6% | 828.00 | 242.69 |
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| Netstreit Corp (NTST) | 0.1 | $201k | +5% | 11k | 18.06 |
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| Uranium Energy (UEC) | 0.1 | $200k | NEW | 15k | 13.34 |
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| Viavi Solutions Inc equities (VIAV) | 0.1 | $197k | +3% | 16k | 12.69 |
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| Sunstone Hotel Investors (SHO) | 0.1 | $183k | +28% | 20k | 9.37 |
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| Utz Brands Com Cl A (UTZ) | 0.1 | $145k | NEW | 12k | 12.15 |
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| Equinox Gold Corp equities (EQX) | 0.1 | $131k | NEW | 12k | 11.22 |
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| Goldmining (GLDG) | 0.0 | $37k | NEW | 30k | 1.23 |
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Past Filings by Heritage Family Offices
SEC 13F filings are viewable for Heritage Family Offices going back to 2024
- Heritage Family Offices 2025 Q3 filed Oct. 7, 2025
- Heritage Family Offices 2025 Q2 filed July 9, 2025
- Heritage Family Offices 2025 Q1 filed April 10, 2025
- Heritage Family Offices 2024 Q4 filed Jan. 14, 2025
- Heritage Family Offices 2024 Q3 filed Oct. 16, 2024
- Heritage Family Offices 2024 Q2 filed Aug. 1, 2024