account_balance
Investment manager · 13F filer · SEC CIK 2019316
Heritage Family Offices, LLP
Reported value$303Mas of Sep 30, 2026
Positions1,019 791 new, 5 sold out
Top 10 weight31.2%AVDE alone is 5%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVDEAmerican Centy ETF Tr
4.8%Added +22%
VEAVanguard Tax-Managed FDS
4.8%Added +21%
AVEMAmerican Centy ETF Tr
3.6%Added +16%
SCHZSchwab Strategic Tr
3.0%Added +31%
BTCGrayscale Bitcoin Mini Trust ETF
2.9%Added +15%
NVDANVIDIA Corp
2.9%Added +11%
AAPLApple Inc.
2.7%Added +3%
SPYMSPDR Series Trust
2.4%Added +16%
MSFTMicrosoft Corp
2.1%Added +4%
BNDXVanguard Charlotte FDS
2.0%Added +19%
SMMDiShares Tr
1.8%−29%
SPEMSPDR Index SHS FDS
1.8%−32%
AVDEAmerican Centy ETF Tr
4.8%Added +22%
VEAVanguard Tax-Managed FDS
4.8%Added +21%
AVEMAmerican Centy ETF Tr
3.6%+16%
SCHZSchwab Strategic Tr
3.0%+31%
BTCGrayscale Bitcoin Mini Trust ETF
2.9%+15%
NVDANVIDIA Corp
2.9%
AAPLApple Inc.
2.7%
SPYMSPDR Series Trust
2.4%
MSFTMicrosoft Corp
2.1%
BNDX2.0%
SMMD
SPEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVDE American Centy ETF Tr 4.8% Added +22%
VEA Vanguard Tax-Managed FDS 4.8% Added +21%
AVEM American Centy ETF Tr 3.6% Added +16%
SCHZ Schwab Strategic Tr 3.0% Added +31%
BTC Grayscale Bitcoin Mini Trust ETF 2.9% Added +15%NVDA NVIDIA Corp 2.9% Added +11%AAPL Apple Inc. 2.7% Added +3%SPYM SPDR Series Trust 2.4% Added +16%
MSFT Microsoft Corp 2.1% Added +4%BNDX Vanguard Charlotte FDS 2.0% Added +19%
SMMD iShares Tr 1.8% Trimmed −29%
SPEM SPDR Index SHS FDS 1.8% Trimmed −32%
What changed
Biggest moves since Jun 30, 2026
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