StockDriftsStockDriftsTop 50 Heritage Family Offices, LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 4.64% | 168.7K | $12.0M | +51.14%(+57.08K) | $64.20(+13.68%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.56% | 132.4K | $11.8M | +52.43%(+45.55K) | $84.04(+11.76%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.77% | 101.2K | $9.8M | +41.59%(+29.74K) | $80.96(+14.27%) | 2026-06-30 | |
| SMMD | ISHARES TR | 3.18% | 90.0K | $8.2M | -40.97%(-62.46K) | $64.47(+43.24%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.07% | 153.5K | $7.9M | -32.63%(-74.36K) | $36.96(+41.62%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.81% | 314.2K | $7.3M | +52.80%(+108.59K) | $23.24(-2.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.7% | 24.1K | $7.0M | +10.04%(+2.20K) | $220.15(+39.30%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.64% | 34.2K | $6.8M | +36.74%(+9.19K) | $171.63(+28.45%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.36% | 58.8K | $6.1M | -28.80%(-23.81K) | $79.49(+36.56%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.32% | 68.3K | $6.0M | +40.67%(+19.75K) | $72.77(+25.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.29% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.45% |
Heritage Family Offices, LLP reports $258.94M in US-listed equity holdings across 233 positions in its most recent 13F filing. Its largest disclosed positions are VEA (4.6%), AVDE (4.6%) and AVEM (3.8%). The top 20 holdings account for 48.78% of reported assets. Its disclosed equity book has returned +27.29% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Heritage Family Offices, LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2019316). View Heritage Family Offices, LLP’s 13F filings on SEC