Heritage Family Offices, LLP
Heritage Family Offices, LLP is an Investment Adviser institutional filer with the SEC under CIK 2019316, reporting 233 portfolio positions, with 8 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: AZ
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-07-29
Top 10 portfolio positions
The largest reported holdings in Heritage Family Offices, LLP's most recent 13F filing, ranked by reported market value.
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