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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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