Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Heritage Family Offices, LLP (CIK 2019316) reported $225.5M across 196 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SMMD ($11.6M, 5.16%), SPEM ($10.7M, 4.74%), EFA ($8.0M, 3.56%), AVDE ($7.4M, 3.27%), VEA ($7.2M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SMMD | ISHARES TR | $11.6M | 5.16% | 152,444 | Trimmed |
| 2 | SPEM | SPDR INDEX SHS FDS | $10.7M | 4.74% | 227,858 | Trimmed |
| 3 | EFA | ISHARES TR | $8.0M | 3.56% | 82,654 | Trimmed |
| 4 | AVDE | AMERICAN CENTY ETF TR | $7.4M | 3.27% | 86,867 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $7.2M | 3.17% | 111,616 | Added |
| 6 | USHY | ISHARES TR | $6.2M | 2.74% | 167,572 | Trimmed |
| 7 | IVV | ISHARES TR | $6.1M | 2.71% | 9,342 | Trimmed |
| 8 | AVEM | AMERICAN CENTY ETF TR | $5.8M | 2.55% | 71,495 | Added |
| 9 | AAPL | APPLE INC | $5.6M | 2.47% | 21,942 | Added |
| 10 | AGG | ISHARES TR | $4.9M | 2.16% | 49,117 | Trimmed |
| 11 | SCHZ | SCHWAB STRATEGIC TR | $4.8M | 2.12% | 205,649 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $4.4M | 1.93% | 25,006 | Added |
| 13 | MSFT | MICROSOFT CORP | $4.1M | 1.80% | 10,958 | Added |
| 14 | BTC | GRAYSCALE BITCOIN MINI TR ET | $3.9M | 1.72% | 129,188 | New |
| 15 | SPLG | SPDR SERIES TRUST | $3.7M | 1.65% | 48,567 | Added |
| 16 | XPEL | XPEL INC | $3.6M | 1.61% | 81,802 | Hold |
| 17 | EMB | ISHARES TR | $3.2M | 1.41% | 33,881 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $3.2M | 1.41% | 9,891 | Added |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $3.2M | 1.41% | 66,176 | New |
| 20 | AVGO | BROADCOM INC | $2.9M | 1.28% | 9,319 | Added |
| 21 | IEFA | ISHARES TR | $2.8M | 1.26% | 31,301 | Trimmed |
| 22 | GLDM | WORLD GOLD TR | $2.6M | 1.15% | 28,044 | Added |
| 23 | WFC | WELLS FARGO & CO | $2.2M | 0.96% | 27,282 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $2.1M | 0.93% | 10,113 | Added |
| 25 | KLAC | KLA CORP | $2.1M | 0.91% | 1,397 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31