Heritage Family Offices, LLP Top Holdings and 13F Report (2026) About Heritage Family Offices, LLPInvestment ActivityHeritage Family Offices, LLP has $225.49 million in total holdings as of March 31, 2026.Heritage Family Offices, LLP owns shares of 196 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 30.13% of the portfolio was purchased this quarter.About 25.93% of the portfolio was sold this quarter.This quarter, Heritage Family Offices, LLP has purchased 202 new stocks and bought additional shares in 42 stocks.Heritage Family Offices, LLP sold shares of 94 stocks and completely divested from 49 stocks this quarter.Largest Holdings iShares Russell 2500 ETF $11,639,099SPDR Portfolio Emerging Markets ETF $10,688,814iShares MSCI EAFE ETF $8,028,183Avantis International Equity ETF $7,369,796Vanguard FTSE Developed Markets ETF $7,152,353 Largest New Holdings this Quarter 389930207 - GRAYSCALE BITCOIN MINI TR ET $3,874,348 Holding92203J407 - Vanguard Total International Bond ETF $3,179,757 Holding003261104 - abrdn Bloomberg All Commodity Strategy K-1 Free ETF $1,267,647 Holding922908629 - Vanguard Mid-Cap ETF $1,267,038 Holding921946885 - Vanguard Emerging Markets Government Bond ETF $1,246,731 Holding Largest Purchases this Quarter Avantis International Equity ETF 74,555 shares (about $6.33M)Vanguard FTSE Developed Markets ETF 94,517 shares (about $6.06M)Avantis Emerging Markets Equity ETF 60,680 shares (about $4.89M)GRAYSCALE BITCOIN MINI TR ET 129,188 shares (about $3.87M)Schwab U.S. Aggregate Bond ETF 148,357 shares (about $3.44M) Largest Sales this Quarter iShares Russell 2500 ETF 72,390 shares (about $5.53M)SPDR Portfolio Emerging Markets ETF 112,094 shares (about $5.26M)iShares Broad USD High Yield Corporate Bond ETF 70,188 shares (about $2.59M)iShares MSCI EAFE ETF 25,489 shares (about $2.48M)iShares Core U.S. Aggregate Bond ETF 20,912 shares (about $2.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHeritage Family Offices, LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSMMDiShares Russell 2500 ETF$11,639,099$5,526,976 ▼-32.2%152,4445.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$10,688,814$5,258,327 ▼-33.0%227,8584.7%ETFEFAiShares MSCI EAFE ETF$8,028,183$2,475,747 ▼-23.6%82,6543.6%FinanceAVDEAvantis International Equity ETF$7,369,796$6,325,246 ▲605.5%86,8673.3%ETFVEAVanguard FTSE Developed Markets ETF$7,152,353$6,056,649 ▲552.8%111,6163.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$6,173,363$2,585,730 ▼-29.5%167,5722.7%ETFIVViShares Core S&P 500 ETF$6,102,057$574,150 ▼-8.6%9,3422.7%ETFAVEMAvantis Emerging Markets Equity ETF$5,761,067$4,889,594 ▲561.1%71,4952.6%ETFAAPLApple$5,568,727$1,351,956 ▲32.1%21,9422.5%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$4,875,845$2,075,934 ▼-29.9%49,1172.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$4,775,170$3,444,850 ▲258.9%205,6492.1%ETFNVDANVIDIA$4,361,046$2,866,613 ▲191.8%25,0061.9%Computer and TechnologyMSFTMicrosoft$4,056,373$652,618 ▲19.2%10,9581.8%Computer and TechnologyGRAYSCALE BITCOIN MINI TR ET$3,874,348$3,874,348 ▲New Holding129,1881.7%SHS NEWSPLGSPDR Portfolio S&P 500 ETF$3,717,347$1,349,411 ▲57.0%48,5671.6%ETFXPELXPEL$3,620,5570.0%81,8021.6%Auto/Tires/TrucksEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$3,182,402$1,152,413 ▼-26.6%33,8811.4%ETFBNDXVanguard Total International Bond ETF$3,179,757$3,179,757 ▲New Holding66,1761.4%ETFVTIVanguard Total Stock Market ETF$3,173,179$907,906 ▲40.1%9,8911.4%ETFAVGOBroadcom$2,884,393$137,426 ▲5.0%9,3191.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$2,833,680$279,647 ▼-9.0%31,3011.3%ETFGLDMSPDR Gold MiniShares Trust$2,599,398$2,227,804 ▲599.5%28,0441.2%FinanceWFCWells Fargo & Company$2,171,885$439,281 ▼-16.8%27,2821.0%FinanceAMZNAmazon.com$2,106,235$1,508,292 ▲252.2%10,1130.9%Retail/WholesaleKLACKLA$2,057,424$1,242,996 ▼-37.7%1,3970.9%Computer and TechnologyAPHAmphenol$2,018,947$584,243 ▼-22.4%15,9790.9%Computer and TechnologyRTXRTX$1,980,477$343,357 ▼-14.8%10,2670.9%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$1,857,443$127,922 ▼-6.4%26,6300.8%ETFGOOGLAlphabet$1,825,143$1,330,827 ▲269.2%6,3470.8%Computer and TechnologyETNEaton$1,693,567$561,899 ▼-24.9%4,7350.8%IndustrialsIWMiShares Russell 2000 ETF$1,587,200$774,504 ▼-32.8%6,4000.7%FinanceABBVAbbVie$1,576,368$368,863 ▼-19.0%7,2480.7%MedicalWECWEC Energy Group$1,522,723$771,723 ▼-33.6%13,1530.7%UtilitiesMCKMcKesson$1,499,669$5,192 ▼-0.3%1,7330.7%MedicalGOOGAlphabet$1,424,547$1,027,246 ▲258.6%4,9660.6%Computer and TechnologyLOWLowe's Companies$1,388,525$513,875 ▼-27.0%5,8770.6%Retail/WholesaleWMBWilliams Companies$1,375,979$270,451 ▲24.5%18,9060.6%EnergyADIAnalog Devices$1,370,206$313,681 ▼-18.6%4,3070.6%Computer and TechnologySTTState Street$1,340,650$143,392 ▲12.0%10,5930.6%FinanceLLYEli Lilly and Company$1,339,764$182,988 ▲15.8%1,4570.6%MedicalBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$1,267,647$1,267,647 ▲New Holding52,1880.6%ETFWALMART INC$1,267,407$311,321 ▲32.6%10,1980.6%COMVOVanguard Mid-Cap ETF$1,267,038$1,267,038 ▲New Holding4,4120.6%ETFTXNTexas Instruments$1,250,409$550,755 ▼-30.6%6,4410.6%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$1,246,731$1,246,731 ▲New Holding18,9790.6%ETFICEIntercontinental Exchange$1,232,516$606,821 ▼-33.0%7,8360.5%FinanceISHARES BITCOIN TRUST ETF$1,223,946$399,376 ▼-24.6%31,8570.5%SHS BEN INTEMREmerson Electric$1,220,320$533,120 ▼-30.4%9,3140.5%IndustrialsSPHYSPDR Portfolio High Yield Bond ETF$1,204,221$1,204,221 ▲New Holding51,6390.5%ETFBRK.BBerkshire Hathaway$1,203,750$360,358 ▲42.7%2,5120.5%FinanceMSIMotorola Solutions$1,183,436$1,183,436 ▲New Holding2,7270.5%Computer and TechnologyVVisa$1,170,148$9,368 ▼-0.8%3,8720.5%Business ServicesNLRVanEck Uranium and Nuclear ETF$1,126,255$1,126,255 ▲New Holding8,4560.5%ETFIUSBiShares Core Total USD Bond Market ETF$1,103,294$89,562 ▲8.8%23,8860.5%ManufacturingHDHome Depot$1,076,820$187,144 ▲21.0%3,2740.5%Retail/WholesalePEPPepsiCo$1,068,085$1,068,085 ▲New Holding6,8780.5%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$1,055,223$1,055,223 ▲New Holding21,1510.5%ETFNDAQNasdaq$1,027,763$607,642 ▼-37.2%12,1070.5%FinanceTSLATesla$1,020,082$723,426 ▲243.9%2,7440.5%Auto/Tires/TrucksVBVanguard Small-Cap ETF$1,005,511$1,005,511 ▲New Holding3,8390.4%ETFXOMExxonMobil$984,629$473,314 ▲92.6%5,8040.4%EnergyMETAMeta Platforms$966,900$686,556 ▲244.9%1,6900.4%Computer and TechnologyMAMastercard$932,881$179,381 ▼-16.1%1,8670.4%Business ServicesSCHMSchwab U.S. Mid-Cap ETF$931,122$12,756 ▼-1.4%30,0750.4%ETFEFViShares MSCI EAFE Value ETF$924,022$29,666 ▼-3.1%12,4280.4%ETFBABoeing$904,193$144,098 ▼-13.7%4,5430.4%AerospaceLIILennox International$880,843$543,914 ▲161.4%1,8980.4%ConstructionPMPhilip Morris International$860,429$100,196 ▲13.2%5,2040.4%Consumer StaplesSHYGiShares 0-5 Year High Yield Corporate Bond ETF$820,747$444,942 ▼-35.2%19,3980.4%ETFASMLASML$810,382$190,057 ▼-19.0%6140.4%Computer and TechnologyBINCiShares Flexible Income Active ETF$804,759$428,422 ▼-34.7%15,4970.4%ETFSYKStryker$764,309$311,835 ▼-29.0%2,3260.3%MedicalMBBiShares MBS ETF$732,634$105,110 ▲16.7%7,7160.3%ETFJJacobs Solutions$732,369$1,007,294 ▼-57.9%5,7540.3%Business ServicesJPMJPMorgan Chase & Co.$705,396$498,307 ▲240.6%2,3980.3%FinanceMCOMoody's$675,281$338,077 ▼-33.4%1,5480.3%FinanceXLKTechnology Select Sector SPDR Fund$674,205$665 ▲0.1%5,0730.3%ETFSBUXStarbucks$664,399$664,399 ▲New Holding7,4160.3%Retail/WholesaleALLEAllegion$656,013$325,609 ▼-33.2%4,5150.3%IndustrialsCOSTCostco Wholesale$655,651$343,768 ▲110.2%6580.3%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$646,9000.0%3,0080.3%ETFCLOAiShares AAA CLO Active ETF$641,717$314,690 ▼-32.9%12,3800.3%ETFMARMarriott International$634,516$4,579 ▼-0.7%1,9400.3%Consumer DiscretionaryBYLDiShares Yield Optimized Bond ETF$632,102$5,700 ▲0.9%28,0560.3%ETFNVSNovartis$613,730$173,213 ▼-22.0%4,0180.3%MedicalJAAAJanus Henderson AAA CLO ETF$603,483$313,956 ▼-34.2%11,9810.3%ETFMOAltria Group$602,357$91,396 ▲17.9%9,1280.3%Consumer StaplesEQXEquinox Gold$602,1720.0%41,6440.3%Basic MaterialsAZNCFAstraZeneca$596,393$596,393 ▲New Holding3,0240.3%MedicalIBKRInteractive Brokers Group$589,587$141,847 ▼-19.4%8,7910.3%FinanceINTUIntuit$588,037$132,308 ▼-18.4%1,3600.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$584,802$39,789 ▲7.3%7,5840.3%ETFPFFAVirtus InfraCap U.S. Preferred Stock ETF$569,876$569,876 ▲New Holding27,9900.3%ETFQUALiShares MSCI USA Quality Factor ETF$562,962$11,121 ▲2.0%2,9360.2%ETFGSThe Goldman Sachs Group$549,894$279,177 ▲103.1%6500.2%FinanceVYMVanguard High Dividend Yield ETF$549,1550.0%3,7080.2%ETFVMCVulcan Materials$548,685$432,413 ▼-44.1%2,0150.2%ConstructionSUSuncor Energy$542,385$535,311 ▼-49.7%8,2040.2%EnergyIVEiShares S&P 500 Value ETF$531,690$88,685 ▲20.0%2,5180.2%ETFJNJJohnson & Johnson$528,235$528,235 ▲New Holding2,1610.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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