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 Market Cap. of $10 Billions to $200 Billions
