§ 13F · FUND PROFILE
Heritage Family Offices, LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $197.8T (13F)Positions · 181Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SMMD | ISHARES TR | 225K | $16.8T | 7.7% | +3% |
| 2 | SPEM | SPDR INDEX SHS FDS | 340K | $15.9T | 7.2% | −9% |
| 3 | EFA | ISHARES TR | 108K | $10.4T | 4.7% | +2% |
| 4 | USHY | ISHARES TR | 238K | $8.9T | 4.0% | +1% |
| 5 | IVV | ISHARES TR | 10K | $7.0T | 3.2% | +14% |
| 6 | AGG | ISHARES TR | 70K | $7.0T | 3.2% | +9% |
| 7 | AAPL | APPLE INC | 17K | $4.5T | 2.1% | −2% |
| 8 | MSFT | MICROSOFT CORP | 9K | $4.4T | 2.0% | +4% |
| 9 | EMB | ISHARES TR | 46K | $4.4T | 2.0% | −5% |
| 10 | XPEL | XPEL INC | 82K | $4.1T | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HERITAGE SIGNAL
AC read
Heritage Family Offices, LLP is a Other fund managing $197767.9 trillion in assets. The fund runs a portfolio of 181 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed