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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 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TOTL SSGA ACTIVE ETF TR 10,521.0 $423K 0.04% $40.25 -2.4%
82 QQQ INVESCO QQQ TR Financial Services 689.0 $423K 0.04% -54.0 -7.3% $614.31 +16.3%
83 TRMB TRIMBLE INC Technology 5,344.0 $419K 0.04% $78.35 -28.6%
84 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 97,806.0 $385K 0.03% +85K +690.4% $3.94 -0.0%
85 SCHH SCHWAB STRATEGIC TR 17,836.0 $373K 0.03% -620.0 -3.4% $20.89 +13.2%
86 SPTI SPDR SERIES TRUST 12,902.0 $372K 0.03% $28.84 -2.0%
87 WMT WALMART INC Consumer Defensive 3,144.0 $350K 0.03% +133.0 +4.4% $111.41 +17.4%
88 VXUS VANGUARD STAR FDS 4,536.0 $342K 0.03% -500.0 -9.9% $75.44 +12.1%
89 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,188.0 $341K 0.03% +792.0 +200.0% $287.22 +40.1%
90 UNH UNITEDHEALTH GROUP INC Healthcare 1,010.0 $333K 0.03% +51.0 +5.3% $330.11 +16.1%
91 VWO VANGUARD INTL EQUITY INDEX F 6,083.0 $327K 0.03% -31.0 -0.5% $53.76 +9.2%
92 AVDE AMERICAN CENTY ETF TR 3,970.0 $327K 0.03% NEW $82.32 +10.4%
93 ISHG ISHARES TR 4,252.0 $320K 0.03% $75.24 +0.2%
94 QCOM QUALCOMM INC Technology 1,833.0 $314K 0.03% +25.0 +1.4% $171.06 +18.4%
95 PSTG PURE STORAGE INC Technology 4,523.0 $303K 0.03% $67.01 +25.1%
96 GE GE AEROSPACE Industrials 978.0 $301K 0.03% +18.0 +1.9% $308.03 -2.0%
97 BAC BANK AMERICA CORP Financial Services 5,458.0 $300K 0.03% -228.0 -4.0% $55.00 -6.4%
98 RTX RTX CORPORATION Industrials 1,601.0 $294K 0.03% -583.0 -26.7% $183.40 -4.7%
99 DVY ISHARES TR 2,064.0 $291K 0.02% $141.14 +9.2%
100 VXF VANGUARD INDEX FDS 1,391.0 $291K 0.02% $209.08 +9.3%
Page 5 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%