Heritage Family Offices, LLP ETF holdings
Scottsdale, AZ
Reported $149.7M in 97 ETFs in its Form 13F for June 30, 2026.
ETF value
$149.7M
ETFs held
97
Change from prior quarter
+15.3%
With price moves
ETFs as a share of its 13F
57.8%
of $258.9M
Top 10 of 97 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $12.0M | 168,696 | +57,080 shares |
| AVDE | Avantis International Equity ETF | $11.8M | 132,413 | +45,546 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $9.8M | 101,232 | +29,737 shares |
| SMMD | iShares Russell 2500 ETF | $8.2M | 89,987 | −62,457 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $7.9M | 153,497 | −74,361 shares |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $7.3M | 314,239 | +108,590 shares |
| EFA | iShares MSCI EAFE ETF | $6.1M | 58,846 | −23,808 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $6.0M | 68,319 | +19,752 shares |
| IVV | iShares Core S&P 500 ETF | $5.9M | 7,931 | −1,411 shares |
| BNDX | Vanguard Total International Bond ETF | $5.4M | 110,573 | +44,397 shares |
87 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002019316. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Heritage Family Offices, LLP own?
Heritage Family Offices, LLP reported 97 ETF positions worth $149.7M in its Form 13F for June 30, 2026. The largest was VEA, at $12.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.