Heritage Family Offices, LLP - Q12026 Holdings

Heritage Family Offices, LLP holds 196 stocks with a total portfolio value of $ 225.49M as of Q12026. In Q12026, Heritage Family Offices, LLP added 43 new positions, increased stakes in 42 stocks, reduced 94 holdings, and fully exited 49 positions. The largest holding is Ishares Tr (SMMD), representing 5.16% of the total portfolio.