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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VXUS VANGUARD STAR FDS 4,536.0 $342K 0.03% -500.0 -9.9% $75.44 +12.1%
42 VWO VANGUARD INTL EQUITY INDEX F 6,083.0 $327K 0.03% -31.0 -0.5% $53.76 +9.2%
43 BAC BANK AMERICA CORP Financial Services 5,458.0 $300K 0.03% -228.0 -4.0% $55.00 -6.4%
44 RTX RTX CORPORATION Industrials 1,601.0 $294K 0.03% -583.0 -26.7% $183.40 -4.7%
45 VYM VANGUARD WHITEHALL FDS 1,953.0 $280K 0.02% -2K -55.3% $143.48 +9.6%
46 CSCO CISCO SYS INC Technology 3,336.0 $257K 0.02% -765.0 -18.6% $77.03 +53.4%
47 TT TRANE TECHNOLOGIES PLC Industrials 657.0 $256K 0.02% -12.0 -1.8% $389.20 +16.1%
48 ADP AUTOMATIC DATA PROCESSING IN Industrials 914.0 $235K 0.02% -18.0 -1.9% $257.23 -14.4%
49 LOW LOWES COS INC Consumer Cyclical 967.0 $233K 0.02% -15.0 -1.5% $241.16 -9.9%
50 IJR ISHARES TR 1,859.0 $223K 0.02% -235.0 -11.2% $120.18 +13.4%
51 VZ VERIZON COMMUNICATIONS INC Communication Services 5,447.0 $222K 0.02% -781.0 -12.5% $40.73 +17.4%
52 SCHD SCHWAB STRATEGIC TR 7,938.0 $218K 0.02% -2K -16.5% $27.43 +17.6%
53 MGK VANGUARD WORLD FD 509.0 $210K 0.02% -16.0 -3.0% $412.77 -78.5%
54 UNP UNION PAC CORP Industrials 907.0 $210K 0.02% -64.0 -6.6% $231.32 +14.9%
55 IJH ISHARES TR 3,141.0 $207K 0.02% -160.0 -4.8% $66.00 +10.5%
Page 3 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%