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Portfolio (Quarterly) Guide ↗

Heritage Financial Services, LLC

· CIK 0001752035
13F Portfolio $1.2B AUM 126 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 38 Added 55 Reduced 14 Exited
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 5,503.0 $1.3M 0.11% -143.0 -2.5% $230.82 +16.3%
22 MCD MCDONALDS CORP Consumer Cyclical 3,913.0 $1.2M 0.10% -2K -32.0% $305.63 -7.0%
23 AMAT APPLIED MATLS INC Technology 4,517.0 $1.2M 0.10% -25.0 -0.6% $257.01 +66.3%
24 GOOGL ALPHABET INC Communication Services 3,061.0 $958K 0.08% -273.0 -8.2% $313.00 +23.9%
25 JPM JPMORGAN CHASE & CO. Financial Services 2,646.0 $853K 0.07% -185.0 -6.5% $322.22 -6.0%
26 DXJ WISDOMTREE TR 5,363.0 $773K 0.07% -173.0 -3.1% $144.17 +17.3%
27 ABBV ABBVIE INC Healthcare 3,381.0 $773K 0.06% -438.0 -11.5% $228.49 -6.1%
28 IWB ISHARES TR 1,974.0 $737K 0.06% -172.0 -8.0% $373.44 +8.4%
29 VO VANGUARD INDEX FDS 2,241.0 $650K 0.05% -219.0 -8.9% $290.22 -73.3%
30 ES EVERSOURCE ENERGY Utilities 9,260.0 $623K 0.05% -181.0 -1.9% $67.33 +3.4%
31 GLD SPDR GOLD TR Financial Services 1,433.0 $568K 0.05% -352.0 -19.7% $396.31 +5.2%
32 SCHB SCHWAB STRATEGIC TR 21,228.0 $557K 0.05% -385.0 -1.8% $26.23 +9.0%
33 AXP AMERICAN EXPRESS CO Financial Services 1,469.0 $543K 0.04% -134.0 -8.4% $369.95 -16.3%
34 HD HOME DEPOT INC Consumer Cyclical 1,552.0 $534K 0.04% -196.0 -11.2% $344.09 -8.8%
35 IAU ISHARES GOLD TR Financial Services 6,146.0 $499K 0.04% -5K -44.5% $81.17 +5.2%
36 CVX CHEVRON CORP NEW Energy 3,029.0 $462K 0.04% -123.0 -3.9% $152.41 +25.3%
37 ADI ANALOG DEVICES INC Technology 1,668.0 $452K 0.04% -1K -47.0% $271.15 +41.7%
38 IWM ISHARES TR 1,766.0 $435K 0.04% -36.0 -2.0% $246.11 +14.8%
39 QQQ INVESCO QQQ TR Financial Services 689.0 $423K 0.04% -54.0 -7.3% $614.31 +16.3%
40 SCHH SCHWAB STRATEGIC TR 17,836.0 $373K 0.03% -620.0 -3.4% $20.89 +13.2%
Page 2 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.8%
Financial Services 11.4%
Healthcare 11.4%
Consumer Defensive 8.8%
Consumer Cyclical 7.3%
Communication Services 5.6%
Industrials 4.1%
Energy 3.9%
Utilities 2.7%