Heritage Financial Services, LLC - Portfolio overview
Heritage Financial Services, LLC has 140 reported holdings in this dataset, with the latest filing dated 2026-02-02.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Healthcare.
Largest reported holdings by portfolio allocation
- VGIT - VANGUARD SCOTTSDALE FDS, 25.95%
- IDEV - ISHARES TR, 22.50%
- DFAC - DIMENSIONAL ETF TRUST, 14.89%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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