Heritage Family Offices, LLP - Q42025 Holdings

Heritage Family Offices, LLP holds 202 stocks with a total portfolio value of $ 220.04M as of Q42025. In Q42025, Heritage Family Offices, LLP added 23 new positions, increased stakes in 46 stocks, reduced 116 holdings, and fully exited 18 positions. The largest holding is Ishares Tr (SMMD), representing 7.66% of the total portfolio.