Institutional Holdings Report
Heritage Family Offices, LLP is an institutional investment manager based in SCOTTSDALE, AZ reporting approximately $225.5M in 13(f) securities across 196 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.