Heritage Family Offices, LLP — 13F holdings

Heritage Family Offices, LLP reported 233 holdings worth $259M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $12.0M (4.6%)
  2. AVDE AMERICAN CENTY ETF TR — $11.8M (4.6%)
  3. AVEM AMERICAN CENTY ETF TR — $9.77M (3.8%)
  4. SMMD ISHARES TR — $8.25M (3.2%)
  5. SPEM SPDR INDEX SHS FDS — $7.95M (3.1%)
  6. SCHZ SCHWAB STRATEGIC TR — $7.27M (2.8%)
  7. AAPL APPLE INC — $6.99M (2.7%)
  8. NVDA NVIDIA CORPORATION — $6.84M (2.6%)
  9. EFA ISHARES TR — $6.11M (2.4%)
  10. SPYM SPDR SERIES TRUST — $6.00M (2.3%)