SEC Form 13F

Heritage Family Offices, LLP 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$258,935,183
Positions233

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$12,019,628168,696
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$11,811,238132,413
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$9,767,862101,232
ISHARES TRSMMDRUSEL 2500 ETF$8,245,51389,987
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$7,948,055153,497
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$7,268,349314,239
APPLE INCAAPLCOM$6,986,74724,145
NVIDIA CORPORATIONNVDACOM$6,841,70934,193
ISHARES TREFAMSCI EAFE ETF$6,112,92358,846
SPDR SERIES TRUSTSPYMST STR P500ETF$6,003,83168,319

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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