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Portfolio (Quarterly) Guide ↗

Heritage Family Offices, LLP

· CIK 0002019316
13F Portfolio $259M AUM 233 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 62 New 70 Added 81 Reduced 25 Exited
Page 12 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VIAV VIAVI SOLUTIONS INC Technology 4,314.0 $206K 0.08% -5K -51.1% $47.75 -27.0%
222 XBI SPDR SERIES TRUST 1,300.0 $206K 0.08% NEW $158.25 +3.5%
223 IWF ISHARES TR 1,625.0 $202K 0.08% NEW $124.17 -0.6%
224 JAAA JANUS DETROIT STR TR 3,985.0 $201K 0.08% -8K -66.7% $50.49 +0.2%
225 MCD MCDONALDS CORP Consumer Cyclical 741.0 $200K 0.08% NEW $270.31 -5.4%
226 UEC URANIUM ENERGY CORP Energy 15,785.0 $168K 0.07% $10.66 +8.3%
227 MSOX ADVISORSHARES TR 33,100.0 $111K 0.04% $3.35 -5.1%
228 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 21,626.0 $108K 0.04% $4.99 +6.2%
229 TOLEDO HOSPITAL 5.750 11/15/38 28 80,000.0 $80K 0.03% NEW $0.99
230 TRIBOROUGH BRDG & TUNL AUTH N 5.000 03/15/27 40,000.0 $41K 0.02% NEW $1.02
231 TRI-CNTY TEX BEHAVIORAL HOSPITALS REV 2024 40,000.0 $35K 0.01% NEW $0.88
232 GLDG GOLDMINING INC Basic Materials 30,000.0 $27K 0.01% $0.91 +19.1%
233 TOLEDO HOSPITAL 4.982 11/15/45 25,000.0 $20K 0.01% NEW $0.82
Page 12 of 12  ·  233 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 36.6%
Financial Services 19.7%
Consumer Cyclical 12.0%
Industrials 9.1%
Healthcare 8.8%
Communication Services 4.6%
Consumer Defensive 4.5%
Energy 2.5%
Utilities 0.9%
Basic Materials 0.8%