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Portfolio (Quarterly) Guide ↗

Heritage Family Offices, LLP

· CIK 0002019316
13F Portfolio $225M AUM 196 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 40 Added 91 Reduced 49 Exited
Page 3 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BCI ABRDN ETFS 52,188.0 $1.3M 0.56% NEW $24.29 +1.5%
42 WMT WALMART INC Consumer Defensive 10,198.0 $1.3M 0.56% +3K +32.6% $124.28 -3.2%
43 VO VANGUARD INDEX FDS 4,412.0 $1.3M 0.56% NEW $287.18 -72.6%
44 TXN TEXAS INSTRS INC Technology 6,441.0 $1.3M 0.56% -3K -30.6% $194.13 +67.4%
45 VWOB VANGUARD WHITEHALL FDS 18,979.0 $1.2M 0.55% NEW $65.69 +1.4%
46 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,836.0 $1.2M 0.55% -4K -33.0% $157.29 -4.2%
47 IBIT ISHARES BITCOIN TRUST ETF Financial Services 31,857.0 $1.2M 0.54% -10K -24.6% $38.42 +11.9%
48 EMR EMERSON ELEC CO Industrials 9,314.0 $1.2M 0.54% -4K -30.4% $131.02 +7.6%
49 SPHY SPDR SERIES TRUST 51,639.0 $1.2M 0.53% NEW $23.32 +0.7%
50 BERKSHIRE HATHAWAY INC DEL 2,512.0 $1.2M 0.53% +752.0 +42.7% $479.20
51 MSI MOTOROLA SOLUTIONS INC Technology 2,727.0 $1.2M 0.53% NEW $433.97 -5.4%
52 V VISA INC Financial Services 3,872.0 $1.2M 0.52% -31.0 -0.8% $302.21 +8.0%
53 NLR VANECK ETF TRUST 8,456.0 $1.1M 0.50% NEW $133.19 +1.1%
54 IUSB ISHARES TR 23,886.0 $1.1M 0.49% +2K +8.8% $46.19 -0.4%
55 HD HOME DEPOT INC Consumer Cyclical 3,274.0 $1.1M 0.48% +569.0 +21.0% $328.90 -5.6%
56 PEP PEPSICO INC Consumer Defensive 6,878.0 $1.1M 0.47% NEW $155.29 -6.2%
57 VTEB VANGUARD MUN BD FDS 21,151.0 $1.1M 0.47% NEW $49.89 +0.4%
58 NDAQ NASDAQ INC Financial Services 12,107.0 $1.0M 0.46% -7K -37.2% $84.89 +7.1%
59 TSLA TESLA INC Consumer Cyclical 2,744.0 $1.0M 0.45% +2K +243.9% $371.75 +16.6%
60 VB VANGUARD INDEX FDS 3,839.0 $1.0M 0.45% NEW $261.92 +11.8%
Page 3 of 10  ·  196 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 31.1%
Financial Services 21.3%
Consumer Cyclical 11.0%
Industrials 10.9%
Healthcare 8.2%
Communication Services 5.1%
Consumer Defensive 5.1%
Energy 3.7%
Basic Materials 1.8%
Utilities 1.5%