Heritage Family Offices, LLP holds a diversified book of 233 stocks worth $258.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Unitedhealth Group Inc and trimmed Ishares Russell 2500 ETF. Their largest long position is Vanguard Ftse Developed ETF at 5% of the equity book. Cloning the disclosed picks since 2025 would be +3% (+4.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2019316/holdings"
Use Arkolith to show Heritage Family Offices, LLP's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Heritage Family Offices, LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $12.0M | 168.7K | 4.6% | ▲+51% Added · +57K sh | |
| 2 | American Centy ETF TR INTL EQT ETF | $11.8M | 132.4K | 4.6% | ▲+52% Added · +46K sh | |
| 3 | American Centy ETF TR AVANTIS EMGMKT | $9.8M | 101.2K | 3.8% | ▲+42% Added · +30K sh | |
| 4 | Ishares TR RUSEL 2500 ETF | $8.2M | 90.0K | 3.2% | ▼−41% Reduced · −62K sh | |
| 5 | SPDR Index SHS FDS ST PORT MARK ETF | $7.9M | 153.5K | 3.1% | ▼−33% Reduced · −74K sh | |
| 6 | Schwab Strategic TR US AGGREGATE B | $7.3M | 314.2K | 2.8% | ▲+53% Added · +109K sh | |
| 7 | Apple Inc COM | $7.0M | 24.1K | 2.7% | ▲+10% Added · +2K sh | |
| 8 | Nvidia Corporation COM | $6.8M | 34.2K | 2.6% | ▲+37% Added · +9K sh | |
| 9 | Ishares TR MSCI EAFE ETF | $6.1M | 58.8K | 2.4% | ▼−29% Reduced · −24K sh | |
| 10 | SPDR Series Trust ST STR P500ETF | $6.0M | 68.3K | 2.3% | ▲+41% Added · +20K sh | |
| 11 | Ishares TR CORE S&P500 ETF | $5.9M | 7.9K | 2.3% | ▼−15% Reduced · −1K sh | |
| 12 | Vanguard Charlotte FDS TOTAL INT BD ETF | $5.4M | 110.6K | 2.1% | ▲+67% Added · +44K sh | |
| 13 | Grayscale Bitcoin Mini TR Et SHS NEW | $5.3M | 205.5K | 2.1% | ▲+59% Added · +76K sh | |
| 14 | Microsoft Corp COM | $4.4M | 11.8K | 1.7% | ▲+8.1% Added · +884 sh | |
| 15 | Ishares TR BROAD USD HIGH | $4.1M | 111.3K | 1.6% | ▼−34% Reduced · −56K sh | |
| 16 | Xpel Inc COM | $4.1M | 81.8K | 1.6% | —Held | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $3.9M | 10.6K | 1.5% | ▲+7.2% Added · +712 sh | |
| 18 | Amazon Com Inc COM | $3.5M | 14.5K | 1.3% | ▲+43% Added · +4K sh | |
| 19 | Broadcom Inc COM | $3.4M | 9.0K | 1.3% | ▼−3.6% Reduced · −338 sh | |
| 20 | World Gold TR SPDR GLD MINIS | $3.3M | 41.8K | 1.3% | ▲+49% Added · +14K sh | |
| 21 | Alphabet Inc CAP STK CL A | $3.1M | 8.8K | 1.2% | ▲+38% Added · +2K sh | |
| 22 | Ishares TR CORE US AGGBD ET | $2.8M | 28.1K | 1.1% | ▼−43% Reduced · −21K sh | |
| 23 | Ishares TR CORE MSCI EAFE | $2.8M | 28.6K | 1.1% | ▼−8.6% Reduced · −3K sh | |
| 24 | Kla Corp COM NEW | $2.6M | 8.7K | 1.0% | ▲+525% Added · +7K sh | |
| 25 | Ishares TR JPMORGAN USD EMG | $2.5M | 26.3K | 1.0% | ▼−22% Reduced · −8K sh | |
| 26 | Alphabet Inc CAP STK CL C | $2.5M | 7.1K | 1.0% | ▲+44% Added · +2K sh | |
| 27 | Eli Lilly & Co COM | $2.3M | 1.9K | 0.9% | ▲+31% Added · +454 sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $2.1M | 26.6K | 0.8% | ▲+502% Added · +22K sh | |
| 29 | Ishares Inc CORE MSCI EMKT | $1.9M | 23.5K | 0.8% | ▼−12% Reduced · −3K sh | |
| 30 | Amphenol Corp CL A | $1.9M | 10.9K | 0.7% | ▼−32% Reduced · −5K sh | |
| 31 | Wells Fargo & Co COM | $1.9M | 23.0K | 0.7% | ▼−16% Reduced · −4K sh | |
| 32 | Vanguard Index FDS SMALL CP ETF | $1.9M | 6.1K | 0.7% | ▲+60% Added · +2K sh | |
| 33 | Vanguard Whitehall FDS EM MK GOV BD ETF | $1.9M | 27.6K | 0.7% | ▲+46% Added · +9K sh | |
| 34 | SPDR Series Trust ST PORT HIGH ETF | $1.8M | 76.5K | 0.7% | ▲+48% Added · +25K sh | |
| 35 | Micron Technology Inc COM | $1.8M | 1.5K | 0.7% | ▲+62% Added · +587 sh | |
| 36 | Abrdn Etfs BBRG ALL COMD K1 | $1.7M | 77.5K | 0.7% | ▲+48% Added · +25K sh | |
| 37 | Tesla Inc COM | $1.7M | 4.1K | 0.7% | ▲+48% Added · +1K sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.2K | 0.6% | ▲+28% Added · +701 sh | |
| 39 | Meta Platforms Inc CL A | $1.6M | 2.8K | 0.6% | ▲+66% Added · +1K sh | |
| 40 | Vaneck ETF Trust URANI NUCLE ETF | $1.5M | 13.3K | 0.6% | ▲+58% Added · +5K sh | |
| 41 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.5M | 30.4K | 0.6% | ▲+44% Added · +9K sh | |
| 42 | RTX Corporation COM | $1.5M | 8.0K | 0.6% | ▼−22% Reduced · −2K sh | |
| 43 | Abbvie Inc COM | $1.4M | 5.7K | 0.6% | ▼−21% Reduced · −2K sh | |
| 44 | Ishares TR RUSSELL 2000 ETF | $1.4M | 4.7K | 0.6% | ▼−26% Reduced · −2K sh | |
| 45 | Analog Devices Inc COM | $1.4M | 3.5K | 0.5% | ▼−19% Reduced · −834 sh | |
| 46 | Eaton Corp PLC SHS | $1.3M | 3.1K | 0.5% | ▼−33% Reduced · −2K sh | |
| 47 | McKesson Corp COM | $1.3M | 1.8K | 0.5% | ▲+2.1% Added · +36 sh | |
| 48 | Walmart Inc COM | $1.3M | 11.7K | 0.5% | ▲+15% Added · +2K sh | |
| 49 | Home Depot Inc COM | $1.3M | 3.8K | 0.5% | ▲+15% Added · +498 sh | |
| 50 | Texas Instrs Inc COM | $1.3M | 4.5K | 0.5% | ▼−31% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.