First seen by DFX
Sep 13, 2026
date not stated
Heritage Family Offices, LLP: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (A multidisciplinary CPA, law, insurance and advisory firm with offices nationwide that sells a family office experience to affluent families generally.)
First seen by DFX
Sep 12, 2026
date not stated
Heritage Family Offices, LLP found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
Heritage Family Offices, LLP: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
Heritage Family Offices, LLP reported $225,492,156 across 196 13(f) positions for the quarter ended 2026-03-31
Heritage Family Offices, LLP reduced Ishares Tr 9,523 -> 6,400 shares ($2,344,188 -> $1,587,200)
Heritage Family Offices, LLP reduced KLA Corp 2,241 -> 1,397 shares ($2,723,326 -> $2,057,424)
Heritage Family Offices, LLP reduced Spdr Index Shs Fds 339,952 -> 227,858 shares ($15,913,151 -> $10,688,814)
Heritage Family Offices, LLP opened a $3,179,757 position in Vanguard Charlotte Fds (66,176 shares)
Heritage Family Offices, LLP reduced WEC Energy Group Inc 19,819 -> 13,153 shares ($2,090,107 -> $1,522,723)
Heritage Family Offices, LLP opened a $3,874,348 position in Grayscale Bitcoin Mini Tr Et (129,188 shares)
Heritage Family Offices, LLP increased Apple Inc 16,615 -> 21,942 shares ($4,516,989 -> $5,568,727)
Heritage Family Offices, LLP increased Amazon Com Inc 2,871 -> 10,113 shares ($662,684 -> $2,106,235)
Heritage Family Offices, LLP increased American Centy Etf Tr 10,815 -> 71,495 shares ($832,970 -> $5,761,067)
Heritage Family Offices, LLP increased American Centy Etf Tr 12,312 -> 86,867 shares ($1,013,523 -> $7,369,796)
Heritage Family Offices, LLP increased Nvidia Corporation 8,569 -> 25,006 shares ($1,598,121 -> $4,361,046)
Heritage Family Offices, LLP increased Schwab Strategic Tr 57,292 -> 205,649 shares ($1,338,912 -> $4,775,170)
Heritage Family Offices, LLP increased Spdr Series Trust 30,937 -> 48,567 shares ($2,481,780 -> $3,717,347)
Heritage Family Offices, LLP increased Vanguard Index Fds 7,061 -> 9,891 shares ($2,367,340 -> $3,173,179)
Heritage Family Offices, LLP increased Vanguard Tax-Managed Fds 17,099 -> 111,616 shares ($1,068,174 -> $7,152,353)
Heritage Family Offices, LLP increased World Gold Tr 4,009 -> 28,044 shares ($342,243 -> $2,599,398)
Heritage Family Offices, LLP reduced Ishares Tr 237,760 -> 167,572 shares ($8,891,036 -> $6,173,363)
Heritage Family Offices, LLP reduced Ishares Tr 70,029 -> 49,117 shares ($6,994,503 -> $4,875,845)
Heritage Family Offices, LLP reduced Ishares Tr 46,150 -> 33,881 shares ($4,443,336 -> $3,182,402)
Heritage Family Offices, LLP reduced Ishares Tr 224,834 -> 152,444 shares ($16,849,071 -> $11,639,099)
Heritage Family Offices, LLP reported $220,043,763 across 202 13(f) positions for the quarter ended 2025-12-31
Heritage Family Offices, LLP reduced Mastercard Incorporated 4,170 -> 2,226 shares ($2,371,893 -> $1,270,783)
Heritage Family Offices, LLP reduced Stryker Corporation 6,070 -> 3,275 shares ($2,243,812 -> $1,151,037)
Heritage Family Offices, LLP reduced Visa Inc 6,671 -> 3,903 shares ($2,277,469 -> $1,368,995)
Heritage Family Offices, LLP increased Ishares Bitcoin Trust Etf 27,971 -> 42,252 shares ($1,818,115 -> $2,097,813)
Heritage Family Offices, LLP increased Spdr Series Trust 23,820 -> 30,937 shares ($1,866,061 -> $2,481,780)
Heritage Family Offices, LLP increased Vanguard Index Fds 828 -> 7,061 shares ($271,726 -> $2,367,340)
Heritage Family Offices, LLP increased Wells Fargo Co New 12,931 -> 32,800 shares ($1,083,844 -> $3,056,953)
Heritage Family Offices, LLP reported $214,907,466 across 197 13(f) positions for the quarter ended 2025-09-30
Heritage Family Offices, LLP increased Amphenol Corp New 16,731 -> 24,637 shares ($1,114,123 -> $3,048,855)
Heritage Family Offices, LLP reduced Broadcom Inc 12,358 -> 9,059 shares ($2,089,953 -> $2,988,605)
Heritage Family Offices, LLP opened a $2,778,455 position in Eaton Corp Plc (7,424 shares)
Heritage Family Offices, LLP reduced Ishares Inc 37,088 -> 23,962 shares ($2,006,094 -> $1,579,582)
Heritage Family Offices, LLP increased WEC Energy Group Inc 12,961 -> 21,867 shares ($1,393,964 -> $2,505,743)
Heritage Family Offices, LLP reduced Ishares Tr 46,634 -> 29,049 shares ($3,562,837 -> $2,536,266)
Heritage Family Offices, LLP reduced Ishares Tr 13,153 -> 8,943 shares ($7,340,698 -> $5,985,604)