Heritage Family Offices, LLP - Portfolio overview

Heritage Family Offices, LLP has 259 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SMMD - ISHARES TR, 4.63%
2. SPEM - SPDR INDEX SHS FDS, 4.25%
3. EFA - ISHARES TR, 3.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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