Heritage Financial Services, LLC - Q42025 Holdings

Heritage Financial Services, LLC holds 126 stocks with a total portfolio value of $ 1.2B as of Q42025. In Q42025, Heritage Financial Services, LLC added 6 new positions, increased stakes in 44 stocks, reduced 56 holdings, and fully exited 14 positions. The largest holding is Vanguard Scottsdale Fds (VGIT), representing 26.03% of the total portfolio.