Heritage Family Offices, LLP
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 225,492
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102 K | 45.2% | 0 | 52.92 K | -52.92 K |
| ETFs | 123.5 K | 54.8% | 72.73 K | 0 | 72.73 K |
| Other | 0 | 0.0% | 0 | 14.36 K | -14.36 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
225,492
Holdings
196
QoQ value change ($000)
5,448
(2.5%)
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.