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Heritage Family Offices, LLP
Heritage Family Offices, LLP is a multi-family office and investment advisory firm headquartered in Phoenix, Arizona. Founded in 2011, it serves high-net-worth families and individuals across the United States, offering comprehensive wealth management and advisory services including asset preservation, financial planning, investment management, strategic tax planning, insurance, law, and educational workshops. The firm is comprised of Certified Public Accountants, attorneys, financial advisors, certified financial planners, and insurance specialists, and is committed to helping clients build and preserve wealth through a sophisticated multi-disciplinary approach.
Investment Strategy
Heritage Family Offices, LLP employs a disciplined investment approach centered on asset allocation, diversification, and risk management. By creating customized portfolios tailored to each client’s risk tolerance, time horizon, and investment objectives, the firm aims to preserve and grow client wealth. Core strategies include asset preservation, investment management, and financial planning through the lens of strategic tax planning. The firm's holdings indicate significant allocation to ETFs covering equities, bonds, emerging markets, and core indices, with regular adjustments based on market research and client needs.
Latest 13F Filing Activity
Heritage Family Offices, LLP filed their most recent 13F report on Sep 30, 2025 disclosing 196 equity positions with a total 13F market value of $215M. The fund increased holdings in Eaton Corp. PLC, Ishares TR, Amphenol Corp. New among other positions. Heritage Family Offices, LLP reduced exposure to Unitedhealth Group Inc., Accenture PLC Ireland, Ishares TR among others.
Top Holdings
Equity Positions (196)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPEM | SPDR INDEX SHS FDS | 8.16% | $17.5M | 374,603 | $37.77 | $46.81 | +$1.6M |
S SMMD | ISHARES TR | 7.52% | $16.2M | 219,267 | $62.06 | $73.73 | +$2.4M |
E EFA | ISHARES TR | 4.61% | $9.9M | 106,124 | $77.96 | $93.37 | +$702.7K |
U USHY | ISHARES TR | 4.15% | $8.9M | 236,040 | $36.11 | $37.78 | -$328.9K |
A AGG | ISHARES TR | 3.00% | $6.4M | 64,337 | $96.47 | $100.25 | -$890.6K |
Industry Allocation
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