Heritage Family Offices, LLP
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 302,550
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 1,019 | 302,550 | 13F-HR | Heritage Family Offices, LLP |
| Q2 2026 | 7/29/2026 | 233 | 258,935 | 13F-HR | Heritage Family Offices, LLP |
| Q1 2026 | 4/8/2026 | 196 | 225,492 | 13F-HR | Heritage Family Offices, LLP |
| Q4 2025 | 1/12/2026 | 202 | 220,044 | 13F-HR | Heritage Family Offices, LLP |
| Q3 2025 | 10/7/2025 | 197 | 214,907 | 13F-HR | Heritage Family Offices, LLP |
| Q2 2025 | 7/9/2025 | 181 | 197,768 | 13F-HR | Heritage Family Offices, LLP |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 151.5 K | 50.1% | 34.92 K | 0 | 34.92 K |
| ETFs | 148.2 K | 49.0% | 8.611 K | 0 | 8.611 K |
| Debt | 2.751 K | 0.9% | 0 | 72 | -72 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
302,550
Holdings
1019
QoQ value change ($000)
43,615
(16.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.