13FBOX
Heritage Family Offices, LLP · 13F Holdings
Options Calculator Rankings

Heritage Family Offices, LLP

No.6261 Data as of 2026Q2
Latest AUM (Q2 2026)
$258.9M
QoQ Change Q1 2026
+$33.4M+14.8%
Holdings
233
New Buys
62
Adds
72
Reduces
81
Exits
25
Unchanged
18
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD FTSEVEA
4.64%3.17%$12.0M168,696$7.2M111,616+57,080+51.14%Add
AVANTIS INTLNGG
4.56%3.27%$11.8M132,413$7.4M86,867+45,546+52.43%Add
AAMERICAN CENTY ETF TRAVEM
3.77%2.55%$9.8M101,232$5.8M71,495+29,737+41.59%Add
IIshares Trust Russell 2500 EtfSMMD
3.18%5.16%$8.2M89,987$11.6M152,444-62,457-40.97%Reduce
SSPDR INDEX SHS FDSSPEM
3.07%4.74%$7.9M153,497$10.7M227,858-74,361-32.63%Reduce
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
2.81%2.12%$7.3M314,239$4.8M205,649+108,590+52.80%Add
APPLE INCAAPL
2.7%2.47%$7.0M24,145$5.6M21,942+2,203+10.04%Add
NVIDIA CORPORATIONNVDA
2.64%1.93%$6.8M34,193$4.4M25,006+9,187+36.74%Add
IISHARES MSCI EAFE ETFEFA
2.36%3.56%$6.1M58,846$8.0M82,654-23,808-28.80%Reduce
SSTATE STREETSPYM
2.32%1.65%$6.0M68,319$3.7M48,567+19,752+40.67%Add
IISHARES TRIVV
2.29%2.71%$5.9M7,931$6.1M9,342-1,411-15.10%Reduce
VVANGUARD TOTALBNDX
2.07%1.41%$5.4M110,573$3.2M66,176+44,397+67.09%Add
GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC
2.06%1.72%$5.3M205,477$3.9M129,188+76,289+59.05%Add
MICROSOFT CORPMSFT
1.71%1.8%$4.4M11,842$4.1M10,958+884+8.07%Add
IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
1.59%2.74%$4.1M111,311$6.2M167,572-56,261-33.57%Reduce
XPEL INCXPEL
1.57%1.61%$4.1M81,802$3.6M81,80200.00%Unchanged
GGENERAL DYNAMICS CORPVTI
1.52%1.41%$3.9M10,603$3.2M9,891+712+7.20%Add
AMAZON COM INCAMZN
1.33%0.93%$3.5M14,490$2.1M10,113+4,377+43.28%Add
BROADCOM INCAVGO
1.31%1.28%$3.4M8,981$2.9M9,319-338-3.63%Reduce
WWORLD GOLD TRGLD
1.28%1.15%$3.3M41,784$2.6M28,044+13,740+48.99%Add
ALPHABET INCGOOGL
1.21%0.81%$3.1M8,788$1.8M6,347+2,441+38.46%Add
IISHARES TRAGG
1.07%2.16%$2.8M28,089$4.9M49,117-21,028-42.81%Reduce
IISHARES TRIEFA
1.07%1.26%$2.8M28,617$2.8M31,301-2,684-8.57%Reduce
KLA CORPKLAC
1.02%0.91%$2.6M8,737$2.1M1,397+7,340+525.41%Add
IISHARES TREMB
0.98%1.41%$2.5M26,282$3.2M33,881-7,599-22.43%Reduce
AAlphabet Inc Class CGOOG
0.97%0.63%$2.5M7,143$1.4M4,966+2,177+43.84%Add
ELI LILLY & COLLY
0.89%0.59%$2.3M1,911$1.3M1,457+454+31.16%Add
VVANGUARD MIDVO
0.83%0.56%$2.1M26,580$1.3M4,412+22,168+502.45%Add
IISHARES INCIEMG
0.75%0.82%$1.9M23,484$1.9M26,630-3,146-11.81%Reduce
AMPHENOL CORPAPH
0.74%0.9%$1.9M10,928$2.0M15,979-5,051-31.61%Reduce
WELLS FARGO CO NEWWFC
0.73%0.96%$1.9M22,998$2.2M27,282-4,284-15.70%Reduce
VVANGUARD INDEX FDSVB
0.72%0.45%$1.9M6,137$1.0M3,839+2,298+59.86%Add
VVANGUARD EMERGINGVWOB
0.72%0.55%$1.9M27,649$1.2M18,979+8,670+45.68%Add
SSTATE STREETSPHY
0.69%0.53%$1.8M76,483$1.2M51,639+24,844+48.11%Add
MICRON TECHNOLOGY INCMU
0.68%0.14%$1.8M1,529$318,245942+587+62.31%Add
AABRDN BLOOMBERGBCI
0.67%0.56%$1.7M77,454$1.3M52,188+25,266+48.41%Add
TESLA INCTSLA
0.66%0.45%$1.7M4,052$1.0M2,744+1,308+47.67%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.62%0.53%$1.6M3,213$1.2M2,512+701+27.91%Add
META PLATFORMS INCMETA
0.61%0.43%$1.6M2,801$966,9001,690+1,111+65.74%Add
VANECK URANIUM AND NUCLEAR ETFNLR
0.6%0.5%$1.5M13,348$1.1M8,456+4,892+57.85%Add
VVANGUARD MUN BD FDSVTEB
0.59%0.47%$1.5M30,427$1.1M21,151+9,276+43.86%Add
RTX CORPORATIONRTX
0.59%0.88%$1.5M8,009$2.0M10,267-2,258-21.99%Reduce
ABBVIE INCABBV
0.55%0.7%$1.4M5,697$1.6M7,248-1,551-21.40%Reduce
IISHARES RUSSELLIWM
0.55%0.7%$1.4M4,741$1.6M6,400-1,659-25.92%Reduce
ANALOG DEVICES INC COMADI
0.53%0.61%$1.4M3,473$1.4M4,307-834-19.36%Reduce
EATON CORP PLCETN
0.52%0.75%$1.3M3,149$1.7M4,735-1,586-33.50%Reduce
MCKESSON CORP COMMCK
0.52%0.67%$1.3M1,769$1.5M1,733+36+2.08%Add
WALMART INCWMT
0.51%0.56%$1.3M11,747$1.3M10,198+1,549+15.19%Add
HOME DEPOT INCHD
0.51%0.48%$1.3M3,772$1.1M3,274+498+15.21%Add
TEXAS INSTRS INCTXN
0.51%0.55%$1.3M4,451$1.3M6,441-1,990-30.90%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow