Heritage Family Offices, LLP 13F Holdings

CIK 0002019316 · SCOTTSDALE, AZ

As of Sep 30, 2025, Heritage Family Offices, LLP reported 197 positions worth $214.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR PORTFOLIO EMERGING MARKSPEM—374,603 7.5M8.16%
ISHARES RUSSELL 2500 ETFSMMD—219,267 6.2M7.52%
ISHARES MSCI EAFE ETFEFA—106,124$9.9M4.61%
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY—236,040$8.9M4.15%
ISHARES CORE US AGGREGATE BOND ETFAGG—64,337$6.4M3.00%
ISHARES CORE S&P 500 ETFIVV—8,943$6.0M2.79%
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFEMB—48,655$4.6M2.16%
MICROSOFT CORPMSFTTechnology8,821$4.6M2.13%
APPLE INCAAPLTechnology17,019$4.3M2.02%
KLA CORPKLACTechnology2,843$3.1M1.43%
AMPHENOL CORP-CL AAPHTechnology24,637$3.0M1.42%
BROADCOM INCAVGOTechnology9,059$3.0M1.39%
EATON CORP PLCETNIndustrials7,424$2.8M1.29%
XPEL INCXPELConsumer Cyclical81,802$2.7M1.26%
ISHARES CORE MSCI EAFE ETFIEFA—29,049$2.5M1.18%
WEC ENERGY GROUP INCWECUtilities21,867$2.5M1.17%
MASTERCARD INCMAFinancial Services4,170$2.4M1.10%
JACOBS SOLUTIONS INCJIndustrials15,289$2.3M1.07%
VISA INC-CLASS A SHARESVFinancial Services6,671$2.3M1.06%
STRYKER CORPSYKHealthcare6,070$2.2M1.04%
ABBVIE INCABBVEquity9,486$2.2M1.02%
ARTHUR J GALLAGHER & COAJGFinancial Services7,007$2.2M1.01%
RTX CORPRTXEquity12,779$2.1M0.99%
LOWES COMPANIES INCLOWConsumer Cyclical8,428$2.1M0.99%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services12,448$2.1M0.98%