Heritage Family Offices, LLP - Portfolio Stock Holdings
Heritage Family Offices, LLP disclosed 1012 stock positions in a recent SEC 13F filing. $302,549,764 of stock holdings were filed, with the largest holdings including AVDE, VEA, and AVEM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $423,261,650 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1012Est. Stock Holding Value:
$302,549,764Top Stock Holdings By Sector
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Portfolio Stock Holdings - Heritage Family Offices, LLP
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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