Heritage Family Offices, LLP: 13F holdings
CIK 20193162026Q2
| Positions | 233 |
|---|
| Reported value | $258.9m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 233 (+37 vs prior quarter) |
|---|
| Reported value | $258.9m (+14.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 168,696 | $12.0m | 4.6% |
| AVDE AMERICAN CENTY ETF TR | 132,413 | $11.8m | 4.6% |
| AVEM AMERICAN CENTY ETF TR | 101,232 | $9.8m | 3.8% |
| SMMD ISHARES TR | 89,987 | $8.2m | 3.2% |
| SPEM SPDR INDEX SHS FDS | 153,497 | $7.9m | 3.1% |
| SCHZ SCHWAB STRATEGIC TR | 314,239 | $7.3m | 2.8% |
| AAPL APPLE INC | 24,145 | $7.0m | 2.7% |
| NVDA NVIDIA CORPORATION | 34,193 | $6.8m | 2.6% |
| EFA ISHARES TR | 58,846 | $6.1m | 2.4% |
| SPYM SPDR SERIES TRUST | 68,319 | $6.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2019316")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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