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Portfolio (Quarterly) Guide ↗

Heritage Investment Group, Inc.

· CIK 0001876811
13F Portfolio $744M AUM 135 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 32 Added 26 Reduced 3 Exited
Page 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 19,397.0 $5.6M 0.75% +2K +11.3% $289.35 +7.6%
22 VGT VANGUARD WORLD FD 29,528.0 $3.5M 0.47% +26K +776.2% $119.52 -1.0%
23 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.40% $748850.00
24 LLY ELI LILLY & CO Healthcare 2,239.0 $2.7M 0.36% +25.0 +1.1% $1199.42 +3.7%
25 DFAE DIMENSIONAL ETF TRUST 66,771.0 $2.7M 0.36% -533.0 -0.8% $40.21 -2.3%
26 AVGO BROADCOM INC Technology 6,834.0 $2.6M 0.35% +809.0 +13.4% $377.78 -3.6%
27 VOO VANGUARD INDEX FDS 3,515.0 $2.4M 0.32% $686.81 +2.1%
28 BERKSHIRE HATHAWAY INC DEL 4,810.0 $2.4M 0.32% +429.0 +9.8% $500.39
29 DFAT DIMENSIONAL ETF TRUST 32,227.0 $2.3M 0.30% -175.0 -0.5% $69.90 +1.8%
30 VEA VANGUARD TAX-MANAGED FDS 30,999.0 $2.2M 0.30% $71.25 +2.2%
31 MSFT MICROSOFT CORP Technology 5,824.0 $2.2M 0.29% -148.0 -2.5% $373.01 +29.0%
32 NVDA NVIDIA CORPORATION Technology 10,742.0 $2.1M 0.29% +71.0 +0.7% $200.09 +8.4%
33 STIP ISHARES TR 19,415.0 $2.0M 0.27% +488.0 +2.6% $102.16 -1.1%
34 DFAI DIMENSIONAL ETF TRUST 45,982.0 $1.9M 0.26% +6K +13.8% $41.25 +4.2%
35 DIA STATE STR SPDR DOW JONES IND Financial Services 3,480.0 $1.8M 0.24% $522.39 +1.0%
36 COHR COHERENT CORP Technology 4,197.0 $1.7M 0.22% -100.0 -2.3% $394.47 -26.5%
37 JPM JPMORGAN CHASE & CO Financial Services 4,852.0 $1.6M 0.21% $327.33 +7.4%
38 AMGN AMGEN INC Healthcare 4,265.0 $1.5M 0.21% $362.12 +19.8%
39 GOOG ALPHABET INC Communication Services 4,361.0 $1.5M 0.21% +2K +58.6% $353.33 -4.3%
40 VTI VANGUARD INDEX FDS 4,068.0 $1.5M 0.20% -159.0 -3.8% $370.04 +1.8%
Page 2 of 7  ·  135 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 31.5%
Financial Services 26.3%
Healthcare 14.7%
Industrials 8.3%
Consumer Cyclical 6.0%
Communication Services 5.5%
Consumer Defensive 4.2%
Energy 2.1%
Utilities 1.1%
Real Estate 0.4%