Heritage Family Offices, LLP Portfolio Holdings

Heritage Family Offices, LLP

  • $220 Billion
  • Q4 2025

Heritage Family Offices, LLP has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 2500 ETF with a value of $16.8B, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.9B, Ishares Tr Msci Eafe ETF with a value of $10.4B, Ishares Tr Broad Usd High Yiel with a value of $8.89B, and Ishares Core U.S. Aggregate Bo with a value of $6.99B.

Examining the 13F form we can see an increase of $5.14B in the current position value, from $215B to 220B.

Heritage Family Offices, LLP is based out at Scottsdale, AZ

Below you can find more details about Heritage Family Offices, LLP portfolio as well as his latest detailed transactions.

Portfolio value $220 Billion
ETFs: $108 Billion
Technology: $32.1 Billion
Financial Services: $20.4 Billion
Industrials: $13.8 Billion
Healthcare: $11 Billion
Consumer Cyclical: $10.9 Billion
Consumer Defensive: $3.12 Billion
Utilities: $2.57 Billion
Other: $7.43 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$299 Million 0.14% of portfolio
2,271
Q4 2025 Added 0.62%
$0
$276 Million 0.13% of portfolio
3,115
Q4 2025 Added 0.91%
$0
$288 Million 0.13% of portfolio
600
Q2 2024 New
$0
$290 Million 0.13% of portfolio
2,832
Q2 2024 New
$0
$290 Million 0.13% of portfolio
1,375
Q2 2024 New
$0
$273 Million 0.12% of portfolio
2,271
Q4 2025 Reduced 12.75%
$0
$244 Million 0.11% of portfolio
811
Q3 2025 New
$0
$245 Million 0.11% of portfolio
1,280
Q4 2025 Reduced 50.62%
$0
$216 Million 0.1% of portfolio
1,025
Q3 2025 New
$0
$231 Million 0.1% of portfolio
306
Q4 2025 Reduced 0.97%
$0
$227 Million 0.1% of portfolio
10,124
Q4 2025 Added 8.13%
$0
$217 Million 0.1% of portfolio
445
Q4 2025 Added 0.23%
$0
$209 Million 0.09% of portfolio
441
Q4 2025 Reduced 6.96%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $220 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 23 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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