Heritage Family Offices, LLP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2019316
Institutional-grade research for retail investors
13F Reported Value
ⓘ$225.5M
Holdings
196
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Heritage Family Offices, LLP disclosed 196 positions worth $225.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 35 new positions and exited 43 — including a new stake in $BTC and a full exit from $AJG. The portfolio is most concentrated in Other (53.2% of disclosed assets). All figures are sourced directly from Heritage Family Offices, LLP’s Form 13F-HR filing with the SEC under CIK 2019316.
AI Fund Analysis
DiversifyingISHARES TR
5.2% weight
Held 6 quarters
SPDR INDEX SHS FDS
4.7% weight
Held 6 quarters
ISHARES TR
3.6% weight
Held 6 quarters
ISHARES TR
2.7% weight
Held 6 quarters
ISHARES TR
2.7% weight
Held 6 quarters
$NVDA3 quarters accumulating
VANGUARD INDEX FDS
3 quarters accumulating
$WMT3 quarters accumulating
ISHARES TR
3 quarters accumulating
SELECT SECTOR SPDR TR
3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$11.6M152,444 shSPDR INDEX SHS FDS
—Quality
$10.7M227,858 shISHARES TR
—Quality
$8.0M82,654 shAMERICAN CENTY ETF TR
—Quality
$7.4M86,867 shVANGUARD TAX-MANAGED FDS
—Quality
$7.2M111,616 shISHARES TR
—Quality
$6.2M167,572 shISHARES TR
—Quality
$6.1M9,342 shAMERICAN CENTY ETF TR
—Quality
$5.8M71,495 sh- 76.1
Quality
$5.6M21,942 sh ISHARES TR
—Quality
$4.9M49,117 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $11.6M | 152,444 |
| SPDR INDEX SHS FDS | — | $10.7M | 227,858 |
| ISHARES TR | — | $8.0M | 82,654 |
| AMERICAN CENTY ETF TR | — | $7.4M | 86,867 |
| VANGUARD TAX-MANAGED FDS | — | $7.2M | 111,616 |
| ISHARES TR | — | $6.2M | 167,572 |
| ISHARES TR | — | $6.1M | 9,342 |
| AMERICAN CENTY ETF TR | — | $5.8M | 71,495 |
 Apple Inc.$AAPL | 76.1 | $5.6M | 21,942 |
| ISHARES TR | — | $4.9M | 49,117 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Heritage Family Offices, LLP's 196 positions.
Showing top 10 of 196 holdings.
Sector Allocation
Other
$120.0M
Technology
$38.5M
Financials
$22.8M
Industrials
$15.2M
Consumer Discretionary
$8.9M
Healthcare
$7.0M
Consumer Staples
$4.8M
Energy
$3.6M
Full Holdings — Heritage Family Offices, LLP (Q1 2026)
All 196 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $11.6M | 5.2% | -32% | — |
| 2 | — | SPDR INDEX SHS FDS | $10.7M | 4.7% | -33% | — |
| 3 | — | ISHARES TR | $8.0M | 3.6% | -24% | — |
| 4 | — | AMERICAN CENTY ETF TR | $7.4M | 3.3% | +606% | — |
| 5 | — | VANGUARD TAX-MANAGED FDS | $7.2M | 3.2% | +553% | — |
| 6 | — | ISHARES TR | $6.2M | 2.7% | -30% | — |
| 7 | — | ISHARES TR | $6.1M | 2.7% | -9% | — |
| 8 | — | AMERICAN CENTY ETF TR | $5.8M | 2.5% | +561% | — |
| 9 | $AAPL | Apple Inc. | $5.6M | 2.5% | +32% | 76.1 |
| 10 | — | ISHARES TR | $4.9M | 2.2% | -30% | — |
| 11 | — | SCHWAB STRATEGIC TR | $4.8M | 2.1% | +259% | — |
| 12 | $NVDA | NVIDIA CORP | $4.4M | 1.9% | +192% | 90.2 |
| 13 |  $MSFT | MICROSOFT CORP | $4.1M | 1.8% | +19% | 83.7 |
| 14 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $3.9M | 1.7% | NEW | — |
| 15 | — | SPDR SERIES TRUST | $3.7M | 1.6% | +57% | — |
| 16 |  $XPEL | XPEL, Inc. | $3.6M | 1.6% | +0% | 65.3 |
| 17 | — | ISHARES TR | $3.2M | 1.4% | -27% | — |
| 18 | — | VANGUARD CHARLOTTE FDS | $3.2M | 1.4% | NEW | — |
| 19 | — | VANGUARD INDEX FDS | $3.2M | 1.4% | +40% | — |
| 20 |  $AVGO | Broadcom Inc. | $2.9M | 1.3% | +5% | 86.4 |
| 21 | — | ISHARES TR | $2.8M | 1.3% | -9% | — |
| 22 |  $GLDM | World Gold Trust | $2.6M | 1.1% | +600% | — |
| 23 |  $WFC | WELLS FARGO & COMPANY/MN | $2.2M | 1.0% | -17% | — |
| 24 |  $AMZN | AMAZON COM INC | $2.1M | 0.9% | +252% | 74.6 |
| 25 |  $KLAC | KLA CORP | $2.1M | 0.9% | -38% | 84.4 |
| 26 |  $APH | AMPHENOL CORP /DE/ | $2.0M | 0.9% | -22% | 80.5 |
| 27 |  $RTX | RTX Corp | $2.0M | 0.9% | -15% | 70 |
| 28 | — | ISHARES INC | $1.9M | 0.8% | -6% | — |
| 29 |  $GOOG | Alphabet Inc. | $1.8M | 0.8% | +269% | 80.2 |
| 30 |  $ETN | Eaton Corp plc | $1.7M | 0.8% | -25% | — |
| 31 | — | ISHARES TR | $1.6M | 0.7% | -33% | — |
| 32 |  $ABBV | AbbVie Inc. | $1.6M | 0.7% | -19% | 59.3 |
| 33 |  $WEC | WEC ENERGY GROUP, INC. | $1.5M | 0.7% | -34% | 67 |
| 34 |  $MCK | MCKESSON CORP | $1.5M | 0.7% | -0% | 63.7 |
| 35 |  $GOOGL | Alphabet Inc. | $1.4M | 0.6% | +259% | 80.2 |
| 36 |  $LOW | LOWES COMPANIES INC | $1.4M | 0.6% | -27% | 63.5 |
| 37 |  $WMB | WILLIAMS COMPANIES, INC. | $1.4M | 0.6% | +24% | 72.8 |
| 38 |  $ADI | ANALOG DEVICES INC | $1.4M | 0.6% | -19% | 76.2 |
| 39 |  $STT | STATE STREET CORP | $1.3M | 0.6% | +12% | 61.5 |
| 40 |  $LLY | ELI LILLY & Co | $1.3M | 0.6% | +16% | 89.3 |
| 41 | — | ABRDN ETFS | $1.3M | 0.6% | NEW | — |
| 42 | $WMT | Walmart Inc. | $1.3M | 0.6% | +33% | 63.2 |
| 43 | — | VANGUARD INDEX FDS | $1.3M | 0.6% | +141% | — |
| 44 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.6% | -31% | 70.4 |
| 45 |  $SNPS | SYNOPSYS INC | $1.2M | 0.6% | +412% | 63.1 |
| 46 |  $ICE | Intercontinental Exchange, Inc. | $1.2M | 0.6% | -33% | 73.8 |
| 47 |  $IBIT | iShares Bitcoin Trust ETF | $1.2M | 0.5% | -25% | — |
| 48 |  $EMR | EMERSON ELECTRIC CO | $1.2M | 0.5% | -30% | 65.9 |
| 49 | — | SPDR SERIES TRUST | $1.2M | 0.5% | +410% | — |
| 50 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.5% | +43% | 64.5 |
| 51 |  $MSI | Motorola Solutions, Inc. | $1.2M | 0.5% | NEW | 73.8 |
| 52 |  $V | VISA INC. | $1.2M | 0.5% | -1% | 83.5 |
| 53 | — | VANECK ETF TRUST | $1.1M | 0.5% | +41% | — |
| 54 | — | ISHARES TR | $1.1M | 0.5% | +9% | — |
| 55 |  $HD | HOME DEPOT, INC. | $1.1M | 0.5% | +21% | 69.2 |
| 56 |  $PEP | PEPSICO INC | $1.1M | 0.5% | NEW | 62.7 |
| 57 | — | VANGUARD MUN BD FDS | $1.1M | 0.5% | NEW | — |
| 58 |  $NDAQ | NASDAQ, INC. | $1.0M | 0.5% | -37% | 78.5 |
| 59 |  $TSLA | Tesla, Inc. | $1.0M | 0.5% | +244% | 50.1 |
| 60 | — | VANGUARD INDEX FDS | $1.0M | 0.5% | +110% | — |
| 61 |  $XOM | EXXON MOBIL CORP | $984,629 | 0.4% | +93% | 61.8 |
| 62 |  $META | Meta Platforms, Inc. | $966,900 | 0.4% | +245% | 80.9 |
| 63 |  $MA | Mastercard Inc | $932,881 | 0.4% | -16% | 81.7 |
| 64 | — | SCHWAB STRATEGIC TR | $931,122 | 0.4% | -1% | — |
| 65 | — | ISHARES TR | $924,022 | 0.4% | -3% | — |
| 66 |  $BA | BOEING CO | $904,193 | 0.4% | -14% | 51.8 |
| 67 |  $LII | LENNOX INTERNATIONAL INC | $880,843 | 0.4% | +161% | 64.8 |
| 68 |  $PM | Philip Morris International Inc. | $860,429 | 0.4% | +13% | 80.5 |
| 69 | — | ISHARES TR | $820,747 | 0.4% | -35% | — |
| 70 |  $ASML | ASML HOLDING NV | $810,382 | 0.4% | -19% | — |
| 71 | — | BLACKROCK ETF TRUST II | $804,759 | 0.4% | -35% | — |
| 72 |  $SYK | STRYKER CORP | $764,309 | 0.3% | -29% | 69.8 |
| 73 | — | ISHARES TR | $732,634 | 0.3% | +17% | — |
| 74 |  $J | JACOBS SOLUTIONS INC. | $732,369 | 0.3% | -58% | 47.7 |
| 75 |  $JPM | JPMORGAN CHASE & CO | $705,396 | 0.3% | +241% | 35.6 |
| 76 |  $MCO | MOODYS CORP /DE/ | $675,281 | 0.3% | -33% | 81.3 |
| 77 | — | SELECT SECTOR SPDR TR | $674,205 | 0.3% | +0% | — |
| 78 |  $SBUX | STARBUCKS CORP | $664,399 | 0.3% | NEW | 54.6 |
| 79 |  $ALLE | Allegion plc | $656,013 | 0.3% | -33% | — |
| 80 |  $COST | COSTCO WHOLESALE CORP /NEW | $655,651 | 0.3% | +110% | 67 |
| 81 | — | VANGUARD SPECIALIZED FUNDS | $646,900 | 0.3% | +0% | — |
| 82 | — | BLACKROCK ETF TRUST II | $641,717 | 0.3% | -33% | — |
| 83 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $634,516 | 0.3% | -1% | 65.9 |
| 84 | — | ISHARES TR | $632,102 | 0.3% | +1% | — |
| 85 |  $NVS | NOVARTIS AG | $613,730 | 0.3% | -22% | — |
| 86 | — | JANUS DETROIT STR TR | $603,483 | 0.3% | -34% | — |
| 87 |  $MO | ALTRIA GROUP, INC. | $602,357 | 0.3% | +18% | 72.1 |
| 88 |  $EQX | Equinox Gold Corp. | $602,172 | 0.3% | +0% | — |
| 89 |  $AZN | ASTRAZENECA PLC | $596,393 | 0.3% | -62% | — |
| 90 |  $IBKR | Interactive Brokers Group, Inc. | $589,587 | 0.3% | -19% | 75.5 |
| 91 |  $INTU | INTUIT INC. | $588,037 | 0.3% | -18% | 82 |
| 92 | — | VANGUARD STAR FDS | $584,802 | 0.3% | +7% | — |
| 93 | — | ETFIS SER TR I | $569,876 | 0.3% | NEW | — |
| 94 | — | ISHARES TR | $562,962 | 0.3% | +2% | — |
| 95 |  $GS | GOLDMAN SACHS GROUP INC | $549,894 | 0.2% | +103% | — |
| 96 | — | VANGUARD WHITEHALL FDS | $549,155 | 0.2% | +0% | — |
| 97 |  $VMC | Vulcan Materials CO | $548,685 | 0.2% | -44% | 66.6 |
| 98 |  $SU | SUNCOR ENERGY INC | $542,385 | 0.2% | -50% | — |
| 99 | — | ISHARES TR | $531,690 | 0.2% | +20% | — |
| 100 |  $JNJ | JOHNSON & JOHNSON | $528,235 | 0.2% | NEW | 72.8 |
| 101 | — | ISHARES TR | $516,314 | 0.2% | +72% | — |
| 102 |  $SONY | Sony Group Corp | $516,164 | 0.2% | -31% | — |
| 103 |  $CVX | CHEVRON CORP | $508,026 | 0.2% | NEW | 54.7 |
| 104 |  $MDT | Medtronic plc | $495,889 | 0.2% | -23% | — |
| 105 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $487,917 | 0.2% | -38% | 67.3 |
| 106 |  $NFLX | NETFLIX INC | $481,904 | 0.2% | NEW | 86.7 |
| 107 | — | BLACKROCK ETF TRUST | $473,236 | 0.2% | +19% | — |
| 108 | — | SCHWAB STRATEGIC TR | $467,141 | 0.2% | -4% | — |
| 109 |  $TDY | TELEDYNE TECHNOLOGIES INC | $465,253 | 0.2% | -26% | 70.2 |
| 110 |  $HLN | Haleon plc | $437,327 | 0.2% | -39% | — |
| 111 | — | ISHARES TR | $434,442 | 0.2% | -12% | — |
| 112 |  $IVZ | Invesco Ltd. | $422,798 | 0.2% | -2% | — |
| 113 |  $AMAT | APPLIED MATERIALS INC /DE | $407,414 | 0.2% | NEW | 74.8 |
| 114 | — | VANGUARD INDEX FDS | $404,541 | 0.2% | -63% | — |
| 115 |  $ESE | ESCO TECHNOLOGIES INC | $402,078 | 0.2% | -28% | 63 |
| 116 |  $WRB | BERKLEY W R CORP | $391,061 | 0.2% | -29% | 71.8 |
| 117 | — | ISHARES TR | $387,854 | 0.2% | +16% | — |
| 118 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $384,283 | 0.2% | -38% | 61.9 |
| 119 |  $MRK | Merck & Co., Inc. | $376,197 | 0.2% | NEW | 70.9 |
| 120 |  $AON | Aon plc | $376,017 | 0.2% | -43% | — |
| 121 | — | VANGUARD INDEX FDS | $374,144 | 0.2% | -0% | — |
| 122 | — | ISHARES TR | $364,813 | 0.2% | +14% | — |
| 123 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $359,583 | 0.2% | -0% | — |
| 124 |  $NDSN | NORDSON CORP | $359,133 | 0.2% | -29% | 67.8 |
| 125 | — | PROSHARES TR | $350,257 | 0.2% | +0% | — |
| 126 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $345,163 | 0.1% | NEW | 66.7 |
| 127 |  $ZWS | Zurn Elkay Water Solutions Corp | $339,215 | 0.1% | -30% | 67.4 |
| 128 | — | VANGUARD WORLD FD | $336,838 | 0.1% | +0% | — |
| 129 |  $GBTC | Grayscale Bitcoin Trust ETF | $333,707 | 0.1% | +0% | — |
| 130 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $331,412 | 0.1% | -42% | — |
| 131 |  $TEL | TE Connectivity plc | $326,824 | 0.1% | -80% | — |
| 132 |  $MU | MICRON TECHNOLOGY INC | $318,245 | 0.1% | NEW | 88.4 |
| 133 |  $RELX | RELX PLC | $317,587 | 0.1% | -43% | — |
| 134 |  $NXPI | NXP Semiconductors N.V. | $312,816 | 0.1% | -46% | — |
| 135 |  $PG | PROCTER & GAMBLE Co | $312,568 | 0.1% | NEW | 72.9 |
| 136 |  $AHR | American Healthcare REIT, Inc. | $311,162 | 0.1% | -20% | 63.7 |
| 137 |  $LPLA | LPL Financial Holdings Inc. | $310,279 | 0.1% | -46% | 61.8 |
| 138 | — | VANGUARD WORLD FD | $308,811 | 0.1% | +0% | — |
| 139 | — | ISHARES TR | $306,462 | 0.1% | -2% | — |
| 140 |  $TJX | TJX COMPANIES INC /DE/ | $304,708 | 0.1% | NEW | 70.7 |
| 141 |  $PLTR | Palantir Technologies Inc. | $303,824 | 0.1% | NEW | 85.8 |
| 142 | — | ISHARES TR | $301,889 | 0.1% | +0% | — |
| 143 | — | BONDBLOXX ETF TRUST | $297,952 | 0.1% | NEW | — |
| 144 | — | VANGUARD SCOTTSDALE FDS | $295,710 | 0.1% | +0% | — |
| 145 |  $VIAV | VIAVI SOLUTIONS INC. | $293,862 | 0.1% | -37% | 42.9 |
| 146 |  $BAC | BANK OF AMERICA CORP /DE/ | $291,184 | 0.1% | NEW | 68.4 |
| 147 | — | ISHARES TR | $289,572 | 0.1% | +0% | — |
| 148 |  $ULS | UL Solutions Inc. | $289,100 | 0.1% | -35% | 64.1 |
| 149 |  $STN | STANTEC INC | $288,922 | 0.1% | NEW | — |
| 150 |  $ROL | ROLLINS INC | $288,737 | 0.1% | -32% | 73.2 |
| 151 |  $NPO | Enpro Inc. | $284,885 | 0.1% | -33% | 59.7 |
| 152 |  $ACN | Accenture plc | $283,766 | 0.1% | -26% | — |
| 153 | — | VANGUARD INDEX FDS | $279,200 | 0.1% | +1% | — |
| 154 | — | ISHARES TR | $278,767 | 0.1% | -1% | — |
| 155 | — | STATE STR SPDR DOW JONES IND | $277,914 | 0.1% | +0% | — |
| 156 | — | ISHARES TR | $276,871 | 0.1% | +0% | — |
| 157 |  $SPY | SPDR S&P 500 ETF TRUST | $275,744 | 0.1% | -3% | — |
| 158 |  $CAT | CATERPILLAR INC | $275,591 | 0.1% | NEW | 67.8 |
| 159 |  $ABT | ABBOTT LABORATORIES | $269,815 | 0.1% | -80% | 67 |
| 160 | — | ISHARES TR | $267,733 | 0.1% | -15% | — |
| 161 |  $GE | GENERAL ELECTRIC CO | $266,460 | 0.1% | NEW | 74.8 |
| 162 |  $C | CITIGROUP INC | $257,327 | 0.1% | NEW | 54.8 |
| 163 |  $AMD | ADVANCED MICRO DEVICES INC | $256,322 | 0.1% | NEW | 78.8 |
| 164 | — | VANGUARD INDEX FDS | $250,137 | 0.1% | -54% | — |
| 165 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $249,660 | 0.1% | NEW | 70.8 |
| 166 | $IVZ | Invesco Ltd. | $245,658 | 0.1% | +0% | — |
| 167 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $239,850 | 0.1% | -22% | 58.8 |
| 168 |  $ORCL | ORACLE CORP | $239,348 | 0.1% | NEW | 67.2 |
| 169 |  $LIN | LINDE PLC | $238,461 | 0.1% | NEW | — |
| 170 | — | SCHWAB STRATEGIC TR | $237,996 | 0.1% | -28% | — |
| 171 | — | ISHARES TR | $237,621 | 0.1% | -11% | — |
| 172 |  $MS | MORGAN STANLEY | $234,512 | 0.1% | NEW | — |
| 173 |  $LRCX | LAM RESEARCH CORP | $230,539 | 0.1% | NEW | 82.4 |
| 174 |  $KALU | KAISER ALUMINUM CORP | $226,076 | 0.1% | -41% | 61 |
| 175 |  $COP | CONOCOPHILLIPS | $222,084 | 0.1% | NEW | 74.8 |
| 176 |  $ROST | ROSS STORES, INC. | $220,963 | 0.1% | NEW | 71.5 |
| 177 |  $VZ | VERIZON COMMUNICATIONS INC | $219,725 | 0.1% | NEW | 71.6 |
| 178 | — | ISHARES TR | $219,012 | 0.1% | +0% | — |
| 179 |  $ENS | EnerSys | $215,078 | 0.1% | -21% | 56 |
| 180 |  $HON | HONEYWELL INTERNATIONAL INC | $213,732 | 0.1% | NEW | 65.7 |
| 181 | — | VANGUARD WORLD FD | $213,502 | 0.1% | +0% | — |
| 182 |  $UEC | URANIUM ENERGY CORP | $213,098 | 0.1% | +0% | 17.8 |
| 183 |  $BCPC | BALCHEM CORP | $212,225 | 0.1% | -21% | 65.9 |
| 184 | — | SPDR SERIES TRUST | $209,638 | 0.1% | -8% | — |
| 185 | — | VANECK ETF TRUST | $209,061 | 0.1% | -34% | — |
| 186 |  $MC | Moelis & Co | $207,297 | 0.1% | -24% | — |
| 187 |  $DIOD | DIODES INC /DEL/ | $206,418 | 0.1% | -32% | 47 |
| 188 |  $BHE | BENCHMARK ELECTRONICS INC | $205,448 | 0.1% | -34% | 37.6 |
| 189 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $205,125 | 0.1% | -48% | — |
| 190 |  $COO | COOPER COMPANIES, INC. | $204,991 | 0.1% | -53% | 55.8 |
| 191 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $203,869 | 0.1% | -41% | 66.5 |
| 192 |  $SBCF | SEACOAST BANKING CORP OF FLORIDA | $201,395 | 0.1% | -33% | — |
| 193 |  $SHO | Sunstone Hotel Investors, Inc. | $117,599 | 0.1% | -39% | 48.3 |
| 194 |  $FSCO | FS Credit Opportunities Corp. | $110,293 | 0.1% | -32% | — |
| 195 | — | ADVISORSHARES TR | $71,165 | 0.0% | NEW | — |
| 196 |  $GLDG | GoldMining Inc. | $35,700 | 0.0% | +0% | — |
New Positions (35)
$BTC Grayscale Bitcoin Mini Trust ETF$3.9M VANGUARD CHARLOTTE FDS$3.2M
ABRDN ETFS$1.3M
$MSI Motorola Solutions, Inc.$1.2M$PEP PEPSICO INC$1.1M VANGUARD MUN BD FDS$1.1M
$SBUX STARBUCKS CORP$664,399 ETFIS SER TR I$569,876
$JNJ JOHNSON & JOHNSON$528,235$CVX CHEVRON CORP$508,026$NFLX NETFLIX INC$481,904$AMAT APPLIED MATERIALS INC /DE$407,414$MRK Merck & Co., Inc.$376,197$IBM INTERNATIONAL BUSINESS MACHINES CORP$345,163$MU MICRON TECHNOLOGY INC$318,245Exited Positions (43)
$AJG Arthur J. Gallagher & Co.
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$SPGI S&P Global Inc.
$JKHY JACK HENRY & ASSOCIATES INC
$EFX EQUIFAX INC
$BSY BENTLEY SYSTEMS INC
$OLED UNIVERSAL DISPLAY CORP \PA\
$TTAN ServiceTitan, Inc.
$AUB Atlantic Union Bankshares Corp
$SAIA SAIA INC
$POOL POOL CORP
$WSO WATSCO INC
$SIGI SELECTIVE INSURANCE GROUP INC
$HLNE Hamilton Lane INC
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Available Analysis
13F Pro tracks comprehensive institutional data for Heritage Family Offices, LLP including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Heritage Family Offices, LLP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Heritage Family Offices, LLP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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AI-Powered Hedge Fund Analysis: Heritage Family Offices, LLP
13F Pro is an AI hedge fund tracker and stock research platform. For Heritage Family Offices, LLP (SEC CIK: 2019316), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Heritage Family Offices, LLP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.