Heritage Family Offices, LLP
Q2 2025 13F Holdings
- Locationscottsdale, AZ
- Num holdings
181
- Value ($000)
$197,768
- Date Filed07/09/2025
- Form type13F-HR
- CIK0002019316
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $15.96M | 8 % | 404,596 | ||
SMMD ISHARES TR | RUSEL 2500 ETF | 46435G268 | $13.78M | 7 % | 219,991 | ||
USHY ISHARES TR | BROAD USD HIGH | 46435U853 | $9.25M | 5 % | 251,467 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $9.21M | 5 % | 111,643 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.34M | 4 % | 13,153 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $7.34M | 4 % | 74,348 | ||
EMB ISHARES TR | JPMORGAN USD EMG | 464288281 | $4.77M | 2 % | 52,791 | ||
AAPL APPLE INC | COM | 037833100 | $4.03M | 2 % | 18,475 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.56M | 2 % | 46,634 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.51M | 2 % | 9,263 |
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