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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 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFSE DIMENSIONAL ETF TRUST 59,733.0 $2.5M 0.21% +877.0 +1.5% $41.48 +15.8%
22 VOO VANGUARD INDEX FDS 3,828.0 $2.4M 0.20% -497.0 -11.5% $627.16 +8.9%
23 IVV ISHARES TR 3,422.0 $2.3M 0.20% -141.0 -4.0% $684.94 +8.9%
24 VUG VANGUARD INDEX FDS 4,617.0 $2.3M 0.19% $487.86 -82.1%
25 IVW ISHARES TR 17,172.0 $2.1M 0.18% -1K -7.4% $123.26 +10.8%
26 AVGO BROADCOM INC Technology 6,035.0 $2.1M 0.17% -2K -26.6% $346.10 +19.8%
27 PG PROCTER AND GAMBLE CO Consumer Defensive 14,271.0 $2.0M 0.17% -151.0 -1.1% $143.31 -0.6%
28 IWV ISHARES TR 5,232.0 $2.0M 0.17% -163.0 -3.0% $386.87 +8.7%
29 SPY SPDR S&P 500 ETF TR Financial Services 2,928.0 $2.0M 0.17% -861.0 -22.7% $681.99 +8.9%
30 LLY ELI LILLY & CO Healthcare 1,800.0 $1.9M 0.16% -27.0 -1.5% $1074.68 -3.1%
31 IWF ISHARES TR 3,854.0 $1.8M 0.15% -244.0 -6.0% $473.30 -73.7%
32 JNJ JOHNSON & JOHNSON Healthcare 8,783.0 $1.8M 0.15% $206.95 +12.0%
33 IVE ISHARES TR 8,411.0 $1.8M 0.15% $212.07 +6.6%
34 IBM INTERNATIONAL BUSINESS MACHS Technology 5,630.0 $1.7M 0.14% +814.0 +16.9% $296.21 -14.6%
35 XOM EXXON MOBIL CORP Energy 12,384.0 $1.5M 0.12% +461.0 +3.9% $120.34 +29.9%
36 KO COCA COLA CO Consumer Defensive 20,995.0 $1.5M 0.12% +457.0 +2.2% $69.91 +16.1%
37 BERKSHIRE HATHAWAY INC DEL 2,829.0 $1.4M 0.12% -698.0 -19.8% $502.65
38 GOOG ALPHABET INC Communication Services 4,428.0 $1.4M 0.12% -321.0 -6.8% $313.80 +22.2%
39 AMZN AMAZON COM INC Consumer Cyclical 5,503.0 $1.3M 0.11% -143.0 -2.5% $230.82 +16.3%
40 COST COSTCO WHSL CORP NEW Consumer Defensive 1,458.0 $1.3M 0.10% +9.0 +0.6% $862.05 +21.9%
Page 2 of 7  ·  126 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%