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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 4 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IUSB ISHARES TR 21,344.0 $985K 0.38% -3K -10.6% $46.15 -2.0%
62 GS GOLDMAN SACHS GROUP INC Financial Services 972.0 $983K 0.38% +322.0 +49.5% $1011.36 +2.7%
63 WMB WILLIAMS COS INC Energy 13,158.0 $978K 0.38% -6K -30.4% $74.34 -0.3%
64 EFV ISHARES TR 12,622.0 $966K 0.37% +194.0 +1.6% $76.55 +8.4%
65 XOM EXXON MOBIL CORP Energy 6,733.0 $921K 0.36% +929.0 +16.0% $136.73 +16.6%
66 XVV ISHARES TR 15,668.0 $890K 0.34% NEW $56.79 +4.0%
67 IBIT ISHARES BITCOIN TRUST ETF Financial Services 26,359.0 $877K 0.34% -5K -17.3% $33.29 +35.9%
68 LOW LOWES COS INC Consumer Cyclical 3,813.0 $841K 0.33% -2K -35.1% $220.47 -7.3%
69 ASML ASML HLDG NV Technology 408.0 $811K 0.31% -206.0 -33.5% $1987.20 -13.7%
70 XLK SELECT SECTOR SPDR TR 4,252.0 $810K 0.31% -821.0 -16.2% $190.50 -1.7%
71 WEC WEC ENERGY GROUP INC Utilities 6,852.0 $800K 0.31% -6K -47.9% $116.77 -9.3%
72 CAT CATERPILLAR INC Industrials 724.0 $771K 0.30% +335.0 +86.1% $1064.94 -23.6%
73 JNJ JOHNSON & JOHNSON Healthcare 2,952.0 $750K 0.29% +791.0 +36.6% $253.97 +8.4%
74 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 796.0 $745K 0.29% +138.0 +21.0% $935.46 -2.1%
75 VOO VANGUARD INDEX FDS 1,070.0 $735K 0.28% +393.0 +58.0% $686.81 +3.1%
76 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,972.0 $731K 0.28% +32.0 +1.6% $370.59 -9.2%
77 INTC INTEL CORP Technology 5,192.0 $725K 0.28% NEW $139.63 -31.4%
78 LRCX LAM RESEARCH CORP Technology 1,659.0 $719K 0.28% +580.0 +53.8% $433.33 -29.0%
79 VIG VANGUARD SPECIALIZED FUNDS 3,008.0 $712K 0.28% $236.62 +2.3%
80 MO ALTRIA GROUP INC Consumer Defensive 9,867.0 $710K 0.27% +739.0 +8.1% $71.95 -4.3%
Page 4 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%