Heritage Financial Services, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $253M, Ishares Core Msci Intl Develop with a value of $240M, Dimensional ETF Tr U S Core Eq with a value of $167M, J P Morgan Exchange Traded Fd with a value of $102M, and Dimensional ETF Tr Emerging Mk with a value of $54.2M.
Examining the 13F form we can see an increase of $25.3M in the current position value, from $991M to 1.02B.
Below you can find more details about Heritage Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.02 Billion
ETFs: $857 Million
Technology: $26.4 Million
Healthcare: $5.74 Million
Consumer Defensive: $5.5 Million
Consumer Cyclical: $4.72 Million
Financial Services: $4.7 Million
Industrials: $3.39 Million
Communication Services: $2.83 Million
Other: $3.62 Million
Stock Holdings Table Market Cap. of $200 Billions or more
