Heritage Family Offices
Latest statistics and disclosures from Heritage Family Offices's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SMMD, SPEM, EFA, AVDE, VEA, and represent 19.90% of Heritage Family Offices's stock portfolio.
- Added to shares of these 10 stocks: AVDE (+$6.3M), VEA (+$6.1M), AVEM, BTC, SCHZ, BNDX, NVDA, GLDM, AMZN, AAPL.
- Started 43 new stock positions in NFLX, VO, BTC, ROST, VV, COP, TJX, NLR, AZN, MU.
- Reduced shares in these 10 stocks: SMMD (-$5.5M), SPEM (-$5.3M), USHY, EFA, AGG, AJG, TEL, KLAC, EMB, ABT.
- Sold out of its positions in GOLF, ADUS, BABA, AstraZeneca, AUB, BIDU, BSY, BLKB, BOOT, BFAM.
- Heritage Family Offices was a net buyer of stock by $9.5M.
- Heritage Family Offices has $226M in assets under management (AUM), dropping by 2.48%.
- Central Index Key (CIK): 0002019316
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Portfolio Holdings for Heritage Family Offices
Heritage Family Offices holds 196 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rusel 2500 Etf (SMMD) | 5.2 | $12M | -32% | 152k | 76.35 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 4.7 | $11M | -32% | 228k | 46.91 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 3.6 | $8.0M | -23% | 83k | 97.13 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.3 | $7.4M | +605% | 87k | 84.84 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.2 | $7.2M | +552% | 112k | 64.08 |
|
| Ishares Tr Broad Usd High (USHY) | 2.7 | $6.2M | -29% | 168k | 36.84 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $6.1M | -8% | 9.3k | 653.19 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.6 | $5.8M | +561% | 72k | 80.58 |
|
| Apple (AAPL) | 2.5 | $5.6M | +32% | 22k | 253.79 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.2 | $4.9M | -29% | 49k | 99.27 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.1 | $4.8M | +258% | 206k | 23.22 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $4.4M | +191% | 25k | 174.40 |
|
| Microsoft Corporation (MSFT) | 1.8 | $4.1M | +19% | 11k | 370.17 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 1.7 | $3.9M | NEW | 129k | 29.99 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.6 | $3.7M | +56% | 49k | 76.54 |
|
| Xpel (XPEL) | 1.6 | $3.6M | 82k | 44.26 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.4 | $3.2M | -26% | 34k | 93.93 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.4 | $3.2M | NEW | 66k | 48.05 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $3.2M | +40% | 9.9k | 320.81 |
|
| Broadcom (AVGO) | 1.3 | $2.9M | +5% | 9.3k | 309.52 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $2.8M | -8% | 31k | 90.53 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.2 | $2.6M | +599% | 28k | 92.69 |
|
| Wells Fargo & Company (WFC) | 1.0 | $2.2M | -16% | 27k | 79.61 |
|
| Amazon (AMZN) | 0.9 | $2.1M | +252% | 10k | 208.27 |
|
| Kla Corp Com New (KLAC) | 0.9 | $2.1M | -37% | 1.4k | 1472.74 |
|
| Amphenol Corp Cl A (APH) | 0.9 | $2.0M | -22% | 16k | 126.35 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $2.0M | -14% | 10k | 192.90 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $1.9M | -6% | 27k | 69.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.8M | +269% | 6.3k | 287.56 |
|
| Eaton Corp SHS (ETN) | 0.8 | $1.7M | -24% | 4.7k | 357.67 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.6M | -32% | 6.4k | 248.00 |
|
| Abbvie (ABBV) | 0.7 | $1.6M | -18% | 7.2k | 217.49 |
|
| Wec Energy Group (WEC) | 0.7 | $1.5M | -33% | 13k | 115.77 |
|
| McKesson Corporation (MCK) | 0.7 | $1.5M | 1.7k | 865.36 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.4M | +258% | 5.0k | 286.86 |
|
| Lowe's Companies (LOW) | 0.6 | $1.4M | -27% | 5.9k | 236.26 |
|
| Williams Companies (WMB) | 0.6 | $1.4M | +24% | 19k | 72.78 |
|
| Analog Devices (ADI) | 0.6 | $1.4M | -18% | 4.3k | 318.13 |
|
| State Street Corporation (STT) | 0.6 | $1.3M | +11% | 11k | 126.56 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | +15% | 1.5k | 919.54 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.6 | $1.3M | NEW | 52k | 24.29 |
|
| Wal-Mart Stores (WMT) | 0.6 | $1.3M | +32% | 10k | 124.28 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $1.3M | NEW | 4.4k | 287.18 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $1.3M | -30% | 6.4k | 194.13 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.6 | $1.2M | NEW | 19k | 65.69 |
|
| Intercontinental Exchange (ICE) | 0.5 | $1.2M | -32% | 7.8k | 157.29 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $1.2M | -24% | 32k | 38.42 |
|
| Emerson Electric (EMR) | 0.5 | $1.2M | -30% | 9.3k | 131.02 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.5 | $1.2M | NEW | 52k | 23.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.2M | +42% | 2.5k | 479.20 |
|
| Motorola Solutions Com New (MSI) | 0.5 | $1.2M | NEW | 2.7k | 433.97 |
|
| Visa Com Cl A (V) | 0.5 | $1.2M | 3.9k | 302.21 |
|
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.5 | $1.1M | NEW | 8.5k | 133.19 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.5 | $1.1M | +8% | 24k | 46.19 |
|
| Home Depot (HD) | 0.5 | $1.1M | +21% | 3.3k | 328.90 |
|
| Pepsi (PEP) | 0.5 | $1.1M | NEW | 6.9k | 155.29 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $1.1M | NEW | 21k | 49.89 |
|
| Nasdaq Omx (NDAQ) | 0.5 | $1.0M | -37% | 12k | 84.89 |
|
| Tesla Motors (TSLA) | 0.5 | $1.0M | +243% | 2.7k | 371.75 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.0M | NEW | 3.8k | 261.92 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $985k | +92% | 5.8k | 169.65 |
|
| Meta Platforms Cl A (META) | 0.4 | $967k | +244% | 1.7k | 572.13 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $933k | -16% | 1.9k | 499.67 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $931k | 30k | 30.96 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $924k | -3% | 12k | 74.35 |
|
| Boeing Company (BA) | 0.4 | $904k | -13% | 4.5k | 199.03 |
|
| Lennox International (LII) | 0.4 | $881k | +161% | 1.9k | 464.09 |
|
| Philip Morris International (PM) | 0.4 | $860k | +13% | 5.2k | 165.34 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $821k | -35% | 19k | 42.31 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $810k | -18% | 614.00 | 1319.84 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.4 | $805k | -34% | 16k | 51.93 |
|
| Stryker Corporation (SYK) | 0.3 | $764k | -28% | 2.3k | 328.59 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $733k | +16% | 7.7k | 94.95 |
|
| Jacobs Engineering Group (J) | 0.3 | $732k | -57% | 5.8k | 127.28 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $705k | +240% | 2.4k | 294.16 |
|
| Moody's Corporation (MCO) | 0.3 | $675k | -33% | 1.5k | 436.23 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $674k | 5.1k | 132.90 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $664k | NEW | 7.4k | 89.59 |
|
| Allegion Ord Shs (ALLE) | 0.3 | $656k | -33% | 4.5k | 145.30 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $656k | +110% | 658.00 | 996.43 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $647k | 3.0k | 215.06 |
|
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.3 | $642k | -32% | 12k | 51.84 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $635k | 1.9k | 327.07 |
|
|
| Ishares Tr Yld Optim Bd (BYLD) | 0.3 | $632k | 28k | 22.53 |
|
|
| Novartis Sponsored Adr (NVS) | 0.3 | $614k | -22% | 4.0k | 152.75 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $604k | -34% | 12k | 50.37 |
|
| Altria (MO) | 0.3 | $602k | +17% | 9.1k | 65.99 |
|
| Equinox Gold Corp equities (EQX) | 0.3 | $602k | 42k | 14.46 |
|
|
| Astrazeneca Ord (AZN) | 0.3 | $596k | NEW | 3.0k | 197.22 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $590k | -19% | 8.8k | 67.07 |
|
| Intuit (INTU) | 0.3 | $588k | -18% | 1.4k | 432.38 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $585k | +7% | 7.6k | 77.11 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.3 | $570k | NEW | 28k | 20.36 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $563k | +2% | 2.9k | 191.74 |
|
| Goldman Sachs (GS) | 0.2 | $550k | +103% | 650.00 | 845.99 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $549k | 3.7k | 148.10 |
|
|
| Vulcan Materials Company (VMC) | 0.2 | $549k | -44% | 2.0k | 272.30 |
|
| Suncor Energy (SU) | 0.2 | $542k | -49% | 8.2k | 66.11 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $532k | +20% | 2.5k | 211.16 |
|
| Johnson & Johnson (JNJ) | 0.2 | $528k | NEW | 2.2k | 244.44 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $516k | +72% | 4.9k | 106.15 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $516k | -30% | 25k | 20.70 |
|
| Chevron Corporation (CVX) | 0.2 | $508k | NEW | 2.5k | 206.94 |
|
| Medtronic SHS (MDT) | 0.2 | $496k | -22% | 5.7k | 86.65 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $488k | -38% | 8.0k | 61.35 |
|
| Netflix (NFLX) | 0.2 | $482k | NEW | 5.0k | 96.15 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $473k | +18% | 8.1k | 58.18 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $467k | -3% | 16k | 29.08 |
|
| Teledyne Technologies Incorporated (TDY) | 0.2 | $465k | -26% | 769.00 | 605.01 |
|
| Haleon Spon Ads (HLN) | 0.2 | $437k | -38% | 44k | 10.01 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $434k | -11% | 3.1k | 141.42 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $423k | 5.8k | 73.14 |
|
|
| Applied Materials (AMAT) | 0.2 | $407k | NEW | 1.2k | 341.79 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $405k | NEW | 677.00 | 597.55 |
|
| ESCO Technologies (ESE) | 0.2 | $402k | -28% | 1.4k | 281.37 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $391k | -28% | 5.9k | 66.28 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $388k | +15% | 3.4k | 113.11 |
|
| Advanced Energy Industries (AEIS) | 0.2 | $384k | -38% | 1.2k | 322.66 |
|
| Merck & Co (MRK) | 0.2 | $376k | NEW | 3.1k | 120.31 |
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| Aon Shs Cl A (AON) | 0.2 | $376k | -43% | 1.2k | 322.76 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $374k | 1.8k | 205.80 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $365k | +14% | 16k | 22.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $360k | 623.00 | 577.18 |
|
|
| Nordson Corporation (NDSN) | 0.2 | $359k | -28% | 1.4k | 266.02 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $350k | 3.3k | 106.01 |
|
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| International Business Machines (IBM) | 0.2 | $345k | NEW | 1.4k | 242.39 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.2 | $339k | -30% | 7.6k | 44.84 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $337k | 1.7k | 198.14 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $334k | 6.3k | 52.76 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $331k | -41% | 2.3k | 142.85 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $327k | -79% | 1.6k | 208.97 |
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| Micron Technology (MU) | 0.1 | $318k | NEW | 942.00 | 337.84 |
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| Relx Sponsored Adr (RELX) | 0.1 | $318k | -42% | 9.6k | 33.15 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $313k | -45% | 1.6k | 196.86 |
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| Procter & Gamble Company (PG) | 0.1 | $313k | NEW | 2.2k | 144.44 |
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| American Healthcare Reit Com Shs (AHR) | 0.1 | $311k | -20% | 6.6k | 47.16 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $310k | -46% | 1.0k | 300.95 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $309k | 1.4k | 224.59 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $307k | 4.5k | 67.53 |
|
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| TJX Companies (TJX) | 0.1 | $305k | NEW | 1.9k | 159.70 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $304k | NEW | 2.1k | 146.28 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $302k | 2.3k | 132.52 |
|
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $298k | NEW | 6.5k | 45.86 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $296k | 1.0k | 295.12 |
|
|
| Viavi Solutions Inc equities (VIAV) | 0.1 | $294k | -37% | 8.8k | 33.28 |
|
| Bank of America Corporation (BAC) | 0.1 | $291k | NEW | 6.0k | 48.75 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $290k | 2.8k | 102.25 |
|
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| Ul Solutions Class A Com Shs (ULS) | 0.1 | $289k | -34% | 3.4k | 85.71 |
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| Stantec (STN) | 0.1 | $289k | NEW | 3.3k | 86.40 |
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| Rollins (ROL) | 0.1 | $289k | -31% | 5.4k | 53.41 |
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| EnPro Industries (NPO) | 0.1 | $285k | -33% | 1.1k | 250.56 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $284k | -26% | 1.4k | 198.30 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $279k | 3.1k | 88.69 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $279k | 2.2k | 124.28 |
|
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $278k | 600.00 | 463.19 |
|
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $277k | 1.8k | 155.11 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $276k | -2% | 424.00 | 650.34 |
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| Caterpillar (CAT) | 0.1 | $276k | NEW | 389.00 | 708.46 |
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| Abbott Laboratories (ABT) | 0.1 | $270k | -80% | 2.6k | 102.67 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $268k | -14% | 2.4k | 111.37 |
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| Ge Aerospace Com New (GE) | 0.1 | $267k | NEW | 939.00 | 283.77 |
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| Citigroup Com New (C) | 0.1 | $257k | NEW | 2.3k | 113.41 |
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| Advanced Micro Devices (AMD) | 0.1 | $256k | NEW | 1.3k | 203.43 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $250k | NEW | 837.00 | 298.85 |
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| Wabtec Corporation (WAB) | 0.1 | $250k | NEW | 999.00 | 249.91 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $246k | 1.3k | 191.92 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $240k | -21% | 2.4k | 98.42 |
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| Oracle Corporation (ORCL) | 0.1 | $239k | NEW | 1.6k | 147.11 |
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| Linde SHS (LIN) | 0.1 | $239k | NEW | 481.00 | 495.76 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $238k | -28% | 9.6k | 24.75 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $238k | -10% | 723.00 | 328.66 |
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| Morgan Stanley Com New (MS) | 0.1 | $235k | NEW | 1.4k | 164.57 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $231k | NEW | 1.1k | 213.66 |
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| Kaiser Aluminium Corporation Com Par $0.01 (KALU) | 0.1 | $226k | -40% | 1.9k | 120.51 |
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| ConocoPhillips (COP) | 0.1 | $222k | NEW | 1.7k | 132.04 |
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| Ross Stores (ROST) | 0.1 | $221k | NEW | 1.0k | 216.63 |
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| Verizon Communications (VZ) | 0.1 | $220k | NEW | 4.4k | 50.20 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $219k | 1.0k | 213.67 |
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| EnerSys (ENS) | 0.1 | $215k | -20% | 1.2k | 173.73 |
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| Honeywell International (HON) | 0.1 | $214k | NEW | 946.00 | 225.93 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $214k | 306.00 | 697.72 |
|
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| Uranium Energy (UEC) | 0.1 | $213k | 16k | 13.50 |
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| Balchem Corporation (BCPC) | 0.1 | $212k | -21% | 1.3k | 169.51 |
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| Spdr Series Trust State Street Spd (SPMB) | 0.1 | $210k | -7% | 9.4k | 22.39 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $209k | -33% | 4.0k | 52.70 |
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| Moelis & Co Cl A (MC) | 0.1 | $207k | -24% | 3.6k | 57.00 |
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| Diodes Incorporated (DIOD) | 0.1 | $206k | -32% | 3.0k | 68.26 |
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| Benchmark Electronics (BHE) | 0.1 | $205k | -33% | 3.7k | 56.06 |
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| Deutsche Bk Namen Akt (DB) | 0.1 | $205k | -48% | 6.9k | 29.78 |
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| Cooper Cos (COO) | 0.1 | $205k | -53% | 2.9k | 71.50 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $204k | -40% | 2.2k | 92.04 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $201k | -33% | 6.6k | 30.29 |
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| Sunstone Hotel Investors (SHO) | 0.1 | $118k | -39% | 13k | 9.01 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $110k | -32% | 22k | 5.10 |
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| Advisorshares Tr Msos Daily Lvrgd (MSOX) | 0.0 | $71k | NEW | 33k | 2.15 |
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| Goldmining (GLDG) | 0.0 | $36k | 30k | 1.19 |
|
Past Filings by Heritage Family Offices
SEC 13F filings are viewable for Heritage Family Offices going back to 2024
- Heritage Family Offices 2026 Q1 filed April 8, 2026
- Heritage Family Offices 2025 Q4 filed Jan. 12, 2026
- 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